One View to Rule Them All: An Introduction to Smartly.io Pivot Tables

Lauri Ikonen

Product Manager at Smartly.io

Marketing

Pivot Tables - one view to see, analyze, and manage your campaigns across ad accounts with a customizable UI.

"At Uber, we're now running our performance analysis directly on the Smartly.io platform - eliminating the need for Excel. The ability to build various saved views and use Pivot Tables to drill down into results per city or campaign across accounts is powerful. We're able to track as many metrics as we like in the reporting view, and make edits to campaign statuses, budgets, and bids – if necessary." Katie Heimerich, Uber

Being Data-Driven Takes a Lot of Time – But it Doesn’t Have to Be That Way

While working with many of the world’s leading advertisers, we have noticed that paid social marketers are often dealing with high volumes of data. Simultaneously, most tools don’t quite meet the demanding needs of performance analysis.

Marketers and campaign managers are busy people; the time spent exporting, transforming, and analyzing data often feels like time wasted. To make things worse, applying optimizations, tweaks, and fixes is another time-consuming task to tackle.

We started building our Pivot Tables on the core idea of being able to analyze data in any format and immediately take actions based on the findings. We thrive on the concept of moving fast and we wanted our customers to have the possibility to do the same with their customer acquisition efforts.

Building the New Core of Smartly.io

Our new Pivot Tables is a big leap towards our vision to create a platform that allows you to easily manage all your advertising operations in one view. This requires combining the data that's driving your advertising revenue with the ability to control and optimize your operations, and to take data-informed actions. In the long run, Pivots will become the new Smartly.io core, paving the way for us to expand our offering from Facebook and Instagram to other platforms.

Five Reasons Why You Need to Try Out Our Reporting Power Tool

1. Drill Down to Analyze Performance

Pivot Tables makes it easy to analyze your performance with various breakdowns and flexible columns. Columns can use custom metrics and/or expressions such as sums with different weightings.

Do you need to evaluate your week-by-week performance? Try the weekly pivot to see how your campaign performance evolves on a weekly basis.

Want to see which ad formats are bringing in the results? Start with a breakdown for Facebook delivery and drill-down from there.

A creative refresh ahead? Use our powerful creative pivots and identify creative formats, media, and other ad components to guide the creative design.

How is my advertising funnel performing? Pivot across multiple accounts and campaign objectives to get a broad view of your performance.

You can also use custom functions to break down your naming conventions into individual parts. Extract any part in the name and see the results grouped by that.

2. Take Action With Simple Bulk-Editing: Bids, Budgets, Statuses

If you see that your performance is dipping and you want to pause a campaign, you can make the edits directly in the reporting view on the campaign level – without having to navigate back to Campaign Manager or Ad Set level.

In fact, you can adjust bids, budgets, and statuses in bulk straight from the reporting view (more actions will be added in the future). You can also review the changes before they go live.

"It’s great to be able to structure our performance data within Smartly.io in a granular and flexible way, rather than downloading reports. We’re also able to take action and optimize those results in the same view - without having to go between a report and campaign manager - it’s a definite time saver." Jon Beazley, Paid Social Manager, Busuu

3. Integrate Data From Different Sources for Easy Analysis

Pivot Tables allows you to make better use of all the integrations that Smartly.io already offers: Google Analytics, DoubleClick Search, MMPs like Adjust, Appsflyer, and Kochava, as well as server-to-server data integrations that bring in data from our advertisers’ own systems.

With Pivot Tables, you can compare different attributions and sources of data side by side in the same report. You can also track multiple KPIs like CTRs or CPA for different points along the funnel.

4. Saved Views and a Smoother Reporting Workflow

It’s easy to create, edit, save, and share reporting views with your team, saving you time and streamlining team communication. A saved view stores all parts of the reporting view: its name, dimensions, columns (and their widths), accounts, sorting, filtering, and timeframe.

Our ultimate goal is to eliminate all workflows that require exporting data from Smartly.io only to be transformed into an Excel sheet (or any other spreadsheet) just to analyze your campaign performance.

5. Effortless Campaign Quality Assurance

Double checking campaign setups can be a pain - especially when you’re running tens of campaigns at once. With Pivot Tables, it’s straightforward to check e.g. that the campaign targeting is correct by showing them as columns or by pivoting them. You can also use filtering to e.g. see which campaigns are running but not delivering.

Curious to try out our Pivot Tables? Give it a go and let us know what you think!

Lauri Ikonen Lauri Ikonen

Product Manager at Smartly.io