How do I enter my ad spends in the Dashboard?

Here's a quick video to walk you through the simple process:

To enter your Ad Spend into the Dashboard, navigate to the "ROI Audit" window. Click on the dark-green “Ad Spend” button located in the column title row of the data table. This will bring up a new window. Note: the Ad Spend button is only clickable when you are displaying a single rooftop for a single month).

To enter a new budget item, first select “+ Add new record” at the top left of the table. This will create a new entry. in the table. In the Channel, choose the appropriate channel (third party auto, paid search, etc.). In the Source column, choose the source that you are tracking (Autotrader, Google, vendor name, etc.). Enter the dollar amount, rounded to the nearest dollar, under the appropriate month. Click the “Save Changes” button.

Once a budget line has been created, monthly budget information can be added or edited.

It may take up to 15 minutes for the cost data to show up in the dashboard once you save it. Close the Ad Spend window by clicking the small “x” in the upper right corner.



Can’t find what you’re looking for?

Our award-winning customer care team is here for you.

Contact Support