The Unified Attribution Table is designed for agency owners and entrepreneurs managing multiple businesses. This feature provides a centralized location to track, analyze, and optimize ad performance across every business you own. Instead of toggling between different accounts, you can aggregate data to view total spend, revenue, leads, and ROAS at a global level or drill down into specific entities.
1. Managing Business Groups
Business Groups allow you to organize your client accounts or businesses into specific categories, such as by vertical (e.g., Gyms, E-commerce) or by the media buyer managing them.
Navigate to the top left corner dropdown menu labeled All Businesses.
Click + Create New Group.
Enter a Group Name (e.g., "Jimmy's Clients").
(Optional) Enter a description for the group.
Toggle the switch to Enable for every business you want included in this group.
Click Create Group to save.
You can now select this group from the dropdown to instantly view data for only those specific businesses.
2. Customizing Data Columns
You can customize the table view to display the specific KPIs relevant to your businesses, or use pre-built templates like "Sales Funnel (1 Call)" or "Low Ticket Funnel."
Click the Columns button in the top right corner of the table.
Select an existing preset or click + Create New Preset.
In the Available Columns list, click the + icon next to the metrics you want to track (e.g., Spend, ROI, Page Views).
Note on Custom Conversions: The system will show you which businesses have a specific conversion event (e.g., "Webinar Showed"). If you select a conversion specific to one business, it will display as "0" for other businesses that do not use that conversion.
Name your preset and click Create Preset.
3. Display Settings (Currency & Timezone)
The Unified Attribution Table allows you to normalize data from ad accounts running in different currencies or time zones, converting everything into a single view for accurate financial tracking.
Click the Settings icon (gear) located above the data table headers.
Timezone: Select your preferred reporting timezone (e.g., America/New York).
Currency: Select your preferred display currency (e.g., USD).
The system will automatically convert spend and revenue data from all your connected accounts into the selected currency.
4. Filtering and Drilling Down
You can analyze your data at five different levels of granularity: Business, Sources, Campaigns, Mediums (Ad Sets), and Ads.
To view specific data for one business without changing your global view, hover over the business name in the Business tab.
Click the Filter icon that appears next to the business name.
Click on the Sources, Campaigns, or Ads tabs. The table will now display detailed data specifically for the business you filtered.
To remove the filter, simply click the X next to the business name in the active filter bar.
5. Date Ranges and Exporting
Use the Date Picker in the top right to select standard ranges (e.g., Last 14 Days, Last 30 Days) or define a custom date range.
To download your data for external reporting, click the Export button to generate a CSV file of your current table view.