Introduction
This article explains how to use Oviond Agency Tools to combine data from multiple clients and their connected integrations into one dashboard. This is useful for monitoring performance metrics, such as Facebook Ads spend, across different clients in a single view.
Prerequisites
Ensure you have at least 2 clients connected to Oviond with their associated integrations (e.g., Client 1 with Facebook Ads connected, and Client 2 with Facebook Ads connected).
Step-by-Step Instructions
Log in to Your Oviond Account
Navigate to Oviond's login page and enter your credentials.
Access Agency Tools
Click on the Agency Tools button at the top of the main sidebar menu on the left-hand side.
Start a New Project
You can set up a dashboard or reporting project with Oviond Agency Tools.
Add a Data Widget
When in Agency Tools, you will have the option to first select the client from the action sidebar menu on the right.
Additional Information
Tip: If you encounter any issues with combining data, ensure that each client’s integration is correctly set up and that the data sources are actively syncing.
Tip: Using Oviond's AI capabilities can help automate data analysis, providing deeper insights and saving time on manual data processing tasks.
Note: The Asset Library is not available in Oviond's Agency Tools.
Summary
By following these steps, you can effectively combine data from different clients and their integrations on Oviond, making it easier to monitor and analyze performance metrics across multiple clients from one dashboard.
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