OrientDig Spreadsheet: How to Combine Multiple Buyer Accounts into One Overview
Unify Your Data for Streamlined Visibility and Effortless Budget Management
For digital advertisers and e-commerce professionals managing multiple buyer accounts across different platforms or regions, data fragmentation is a significant hurdle. Tracking budgets, campaigns, and performance across separate dashboards is inefficient and time-consuming. The OrientDig Spreadsheet
The Power of a Unified View
Combining your disparate account data into one OrientDig Spreadsheet unlocks key advantages:
- Holistic Visibility:
- Simplified Budget Tracking:
- Efficient Analysis:
- Time Savings:
- Informed Decision-Making:
- Simplified Budget Tracking:
How to Merge Your Accounts: A Step-by-Step Guide
Step 1: Data Export from Source Accounts
Access each of your individual buyer accounts (e.g., from Amazon Advertising, Google Ads, Facebook Ads Manager). Export your campaign performance data—including spend, impressions, clicks, conversions, and cost-per-acquisition—for your desired date range. Ensure all exports use consistent metrics and time zones for easy alignment.
Step 2: Prepare the OrientDig Master Spreadsheet Template
Open your OrientDig Spreadsheet template. This template is pre-structured with standardized columns for key data points. Define core sheets within your workbook, such as Campaign Overview, Daily Spend, and Performance by Channel.
Step 3: Consolidate and Clean the Data
Import or copy-paste the data from each account export into a temporary "Raw Data" sheet. Use the spreadsheet’s functions to clean and standardize the information:
- Ensure all currency values are converted to a single base currency.
- Standardize campaign naming conventions.
- Use
VLOOKUP,QUERY, orIMPORTRANGE
Step 4: Build Your Unified Overview Dashboard
Create a dedicated summary sheet. This is your command center. Utilize pivot tables and charts to visualize:
- Total Spend by Account/Platform
- Daily/Weekly/Monthly Budget Tracking vs. Actuals
- Aggregated ROI (Return on Investment) and ROAS (Return on Ad Spend)
- Top-Performing Campaigns Across All Accounts
Step 5: Automate for Ongoing Use
To make the process sustainable, set up automation:
- If supported, connect your data sources directly to the spreadsheet via APIs or native connectors (e.g., Google Sheets’ connectors).
- Schedule regular data refreshes or set up triggers to update your master sheet when new exports are available.
- Use protected ranges and data validation rules to maintain data integrity.
Best Practices for Multi-Account Management
- Maintain a Data Dictionary:
- Implement Access Controls:
- Schedule Regular Reviews:
- Iterate and Customize:
- Implement Access Controls: