Setting up your Hawke AI Dashboard

HawkeAI is effectively separated into 3 distinct functions: Monitoring & Alerts, Insights, and Summaries/Reports. 

But this first section the focus will be on adding a new client account & integrations.

Adding a new client + Integrations

From the Performance Overview (aka HawkeAI’s homepage) you’re going to:

• Click “+ Add Client Account” – You’ll find this in the top right corner of the screen.
• Fill out some details – Make sure you add in your account name, industry, subcategory, and users. When you click next your new account will appear at the top of the Performance Overview.
• Click “Add Integration” – This will be directly underneath the name of your new client account.
• Add in each of the ad platforms that apply – It is easiest to do this while being logged into your ad platforms on the same browser. Follow the steps and you’ll be able to quickly and easily pull each of your platforms in.

Once you’ve completed these steps the data will start flowing into your shiny new account— sometimes it can take up to 15 minutes for the data to all pull through.

Next, let’s take a look at the insights section.

 

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Insights

Let’s take a look at some of the cool things you can do with your data in HawkeAI. We’re going to be jumping into Insights. There’s a fair bit to cover, so let’s get to it.

Dashboard

When you click on your client account, this is the view you’ll see, your dashboard. From here you can drill into an ad platform, a campaign, and an ad group. Just click on their names to open the next level deeper. The real power of this feature is its comparison function.

• Forecast – HawkeAI uses a load of data inputs to predict what future performance will look like over the next 30 days.
• Benchmarks (Industry/Media Spend/AOV) – Draw on HawkeAI’s impressive benchmark data to compare your performance against others in the same industry as you. (If applicable, you can also see similar performance based on investment level and AOV)
• Expected Range – HawkeAI calculates a standard deviation to create your “expected range”, allowing you to see if your performance has been better or worse than it should have been.

This feature also allows you to ask ChatGPT about your data to uncover more insights from the world’s foremost AI—you can use it however you wish!

There’s a few other great Insights features that are worth a look too, these are found in the Insights side nav:

Audit Report

Create audits for your integrated platforms, HawkeAI will build a pdf of insights from your performance across each platform.

Optimize

Find opportunities to migrate budgets between your campaigns to maximize performance and push changes live to your ad platforms with a click of a button.

Data Benchmarking

See how you and your industry compare across a suite of metrics for each ad platform in order to determine where opportunities are.

Monthly Insights

This one you may have to wait for, each month HawkeAI drops in observations here, trends in your data and trends in data from your competitor set

Next up, alerts.

 

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Alerts

A Custom Alert Profile

The first thing needed is to tell HawkeAI what you’re trying to hit in terms of budget and goals, so within your client account you’ll head over to Goal Monitoring and Budget Monitoring. For the former you’ll select some metrics and input some monthly goals, and the latter a total monthly budget that you’re aiming for. Once done, you can come back to these views at any time to see how you’re tracking – but let’s continue with the Alert set up.

From here you will:

• Click Alert Settings – On the Alerts Summary page you’ll find it in the top right corner.
• Set up distribution – Who should receive your alerts? Input them here. You can also set up an integration with slack and have the alerts populate in a channel.
• Pick your alert settings – Set your pacing threshold (i.e. I want to know if I’m 15% off track from my budgets/goals) and your protection threshold (i.e. tell me after 1 day if there’s been no activity). Setting low thresholds might result in quite a few alerts – it can take some tweaks to get it right.
• Save your settings – Make sure you hit save and you’re all set, alerts will start populating when they’re triggered.

Super straight forward, right? Well if you’re a user who has a ton of client accounts you might want something a little easier that you can still do quickly. For that we’ll be heading to the Performance Overview.

The overview has three toggles, we’ll be going across each of them to set things up:

• Set up budgets – this is the default view, click on the cell for each ad platform and input a monthly budget. The main tracker will combine them into a single monthly budget with a handy visual guide.
• Set up goals – slightly more involved, here you can pick the metrics for the columns across the top. Click the 3 dots in the top right then pull in whichever metrics are your KPIs. Then, much like the budgets, click each cell to input a monthly target.
• Set up alerts – Alerts set up from here is easy, once you’re on the alerts toggle you can switch on or off the alerts across each client account and add a user for distribution.

With Alerts and Monitoring set up you will be able to see how each of the client accounts is performing against their monthly targets as soon as you log in. And if there are any significant performance issues you’ll get alerted to it!

Next, and the last piece we’ll look at in this onboarding document, reporting.

 

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Reporting Summary

• You’ll find this at the top of your Reporting sub-nav – this is where you can build reports using the nice metric cards. First we’ll need to add some metrics. Create a card by clicking on the plus side in the top right and hitting ‘select metrics’, then pull in whichever platform metrics you want.
• If you want to provide a little commentary alongside your metric cards you can add notes—on that same plus button, hit ‘add note’ and use the created text box to jot down your thoughts.
• With your metrics and commentary in place, you’ll want to share the report with stakeholders. Click the ‘share this report’ button at the top right corner. While you can add a user or create a pdf, the scheduler is where you’ll want to head – name the report, include notes, then set up a scheduled email to send it off to selected stakeholders weekly or monthly.

So far, pretty straight forward, but what if you have some custom needs when it comes to reporting that platform metrics alone won’t cover? Well, we’ve got you covered with the following:

• Custom Metrics – This super powerful feature can be found under Platform Settings (in the dropdown next to your avatar). Use this to build metrics with custom formulas. If you need to be able to report using LTV or CAC then this is the feature to use.
• Campaign Groups – This feature, found under the Reporting sub-nav, allows you to build blended data sets. Combine campaigns across multiple ad platforms into a single group and then pull metrics from them for reporting. Want to show your CPA across all remarketing campaigns across Meta and Google Ads? Well now you can.
• Conversion Settings – This setting allows you to stipulate controls over your ad platforms as to what is considered a true conversion within HawkeAI so you can clean up some of the non-transaction conversion actions and stop them muddying your data.