Prospecting Dashboard

PLEASE NOTE: This is no longer a template but you can easily create a custom dashboard to meet your needs! 

This dashboard helps you focus in on the cold audiences that will be most responsive to your ads. Those cold audiences are the people you want to become “warm” audiences, with remarketing campaigns, so this is an important piece of how you build an audience for your clients.

Most people use lookalike audiences when they’re running cold traffic to Facebook ads. We have an excellent post on using lookalike audiences here

A lookalike audience is one that “looks like” the people who visit your website. Facebook can help you find these audiences with their audience targeting system. These people tend to have similar interests and demographics to your clients’ current audiences.

Because you don’t know how these lookalike audiences will perform, you want to pay close attention to these campaigns so you don’t waste a lot of your clients’ ad spend sending ads to people who don’t respond. 

There’s some very good advice on how to run a prospecting campaign, using the FunnelDash Prospecting Dashboard, here

Just like with the Remarketing Dashboard, we recommend that you use a common term to indicate which of your campaigns or ad sets are targeting cold traffic. We usually use “Cold,” “Lookalike” or “Prospecting” in our campaign naming structure. That way your Prospecting Dashboard can find and pull data these campaigns easily.

To find this campaign data in the Prospecting Dashboard, click on the gear icon in the upper right-hand corner of the dashboard. When the settings box pops up, you can rename your dashboard if you’d like. Click on the “Facebook Filters” tab to pull data into your dashboard.

Choose your Facebook ads account, your campaign and ad set. If you want to drill down to the ad level, include the name of the ad you want to track.

The Prospecting Dashboard also has 6 single cards across the top of the dashboard. Just like you did with the Remarketing Dashboard, you can change the metrics shown here so you’re seeing the metrics that matter most to you at a glance.

Again, you can always add more cards if there are additional metrics you want to track. Click on the plus sign at the top right-hand corner of the dashboard or click on the gear icon on any of the cards and use the green “Duplicate” button. Remember, added cards show up below the tables, so scroll down to find them and drag them to where you want them to be.

You can change the metrics you track and the data breakdown in the table by clicking on the gear icon in the right-hand corner of the table. Use the settings box to add or change metrics that are relevant to your prospecting campaign and filter the data according to your chosen demographic.

Once you’ve got your Prospecting Dashboard set up, it will look like this:

You can see progress over time by adjusting the date range. More importantly, you’ll have an easy way to see what’s going on in your prospecting campaigns, so you can make changes quickly and use your clients’ ad spend wisely.

If you have any questions, please email support. You can also get your questions answered every Wednesday during our Ask Us Anything calls. Click on the button below to register.

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