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Learn what information is included on Shape's dashboards and how different views provide different performance data.
Client cards provide an easily scannable and searchable view of each of your clients' budgets' performance metrics.
Decision Grids are found throughout the Shape platform and provide key performance metrics and budget information in table form.
A Client View is created for each Client you add to Shape. It provides a central hub for each Client where you can view the Budgets under the Client, monitor current and past performance metrics, and add or adjust Budgets.
A Budget View is created for each Budget you add under a Client in Shape. It is a hub for each Budget in a Client where you can view the campaigns assigned to a Budget, monitor current and past performance metrics, and add or adjust campaigns as needed.
A Campaign View is created for each campaign you add under a Budget and Client in Shape. It is a hub for each campaign where you can monitor current and past performance metrics and add or adjust campaigns as needed.