Best practices: Customize Budget Group Views

Customize budget group views using recommended settings to create a dashboard that will help quickly identify issues related to campaign performance (eg, pacing, high CPL etc).

Customize budget group view

1. Log in to the metadata platform
2. Click Campaigns on the left navigation
3. Click Groups in the upper navigation
4. Click Columns in the upper right hand side of the budget group table
5. Click and drag columns to order from most important to least important
6. Toggle the checkbox to show / hide the field
   

   Note: Column settings are automatically saved to a cookie on your browser and persists if you leave the page and revisit it later. The column settings you set are unique to your browser and cannot be carried over to other browsers / devices.

7. Click the Sort by button in the upper left hand side of the budget group table to select the column to use for sorting
   

   Tip: Alternatively, click on the column name in the budget group table to sort the budget groups. Also, clicking the same column name multiple times will switch the order between ascending and descending.

   Note: Sort by settings are automatically saved like the column settings.

   
   
   
8. Click Filters in the upper right hand side of the budget group table
9. Update the Name, Goal and Visibility fields to match your preferences
10. Click Apply or Save as Default to save your changes
    

    Note: Similar to how column settings are saved, Save as Default will save the filter settings to your browser and will persist if you leave the page and revisit it later.

    

Default setting recommendation

Column order:

1. Group Name
2. Total Experiments
3. Active Exp.
4. IDEAL Daily budget
5. ACTUAL Daily budget
6. Goal
7. Monthly Pacing
8. Monthly Cap
9. Monthly Spend
10. Monthly Remaining
11. Monthly MQL
12. Monthly CPL
13. Total MQL
14. Monthly Leads
15. [Rest of fields in any order]

Sort by Monthly Pacing (descending).

Filter settings should be left blank (no fields selected).