Use Case: Display Net sales On a Dashboard by Subtracting Ad spend from Total Sales

Begin by creating a workflow

Set up a new Workflow and name it 'Sales after Ad Spend'

Aggregate Ad Spend across Ad Networks

Start with summing up the Ad Spend from all advertising networks. For the first network, Facebook, use the "Pull Data" building block.

In this block, specify the integration name, select the business accounts (option to select all), and rename the building block to 'raw_facebook.'

Focus on Ad Spend Only

Since we are interested only in the total ad spend, use the "Create Report" building block and rename it to "total_facebook."

To remove all dimensions, open the breakdown list and click "Clear all," leaving the dimensions list empty.

Then, select the 'Spend' metric

And, review the results

Here is what we should see, as our spend:

Repeat for Additional Networks

For each advertising network, add a "Pull Data" block and strip all dimensions to leave a single line indicating the total ad spend.

Combine Ad Spend Data

To consolidate the ad spend across networks, use the "Union" building block, renaming it "total_adspend." Ensure this union includes only the datasets with dimensions removed.

Incorporate Sales Data

Pull the sales data using another "Pull Data" building block and remove all dimensions here as well.

Merge Ad Spend and Sales Data

Combine the Ad Spend and Sales data into a single dataset using an additional "Union" building block.

The resulting dataset should have two columns.

Create Net Sales Metric

Use another "Create Report" building block, named "Sales after Ad Spend," to derive the net sales metric.

Include the "Add Metric" child building block to define the metric name, type, and formula using the previously created columns.

View and Validate the Result

Click the "View" button to confirm that the dataset now includes the required metric.

Display the KPIs on a new Dashboard

1. Open the dashboard screen.

2. Create a new dashboard

3. Select the Workflow created earlier.

4. Specify the dataset within the workflow that contains all three metrics.

5. Click "Create" to finalize the dashboard setup.