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Cross Channel Reporting & Data Sources

Cross-channel reporting comes with challenges, as platforms like Google, Microsoft, Meta, and Amazon use different metrics and bidding models. Setting realistic expectations and tracking performance accurately is key to making data-driven decisions.

This session explores how Optmyzr’s reporting and automation tools help bridge data gaps, ensuring better control over campaigns. From leveraging the custom template report builder to integrating custom data sources in Rule Engine, it offers actionable strategies for building a robust cross-channel reporting framework.

Navigating cross-channel advertising effectively requires unified data sources, ensuring that metrics from different channels are accurately translated and compared. Understanding audience segmentation for each platform is key to optimizing strategies, as different channels often require tailored approaches to reach various audience types.

Additionally, it’s essential to set realistic performance expectations by recognizing the differences in metrics across ad types, whether visual, search, or social. These insights allow you to create a cohesive and effective cross-channel advertising strategy.


What You Will Learn

1. Challenge of Cross-Channel Reporting

  • Each advertising platform has unique metrics, bidding strategies, and data tracking methods.
  • Advertisers must set realistic expectations when comparing performance across channels.
  • Privacy changes have impacted available data sources, making it essential to identify reliable sources of truth

2. Using Optmyzr’s Custom Template Report Builder

  • The new report builder enables advertisers to create multi-channel, multi-account reports with ease.
  • Key reporting elements include performance summaries, trend analysis, campaign comparisons, and segmentation insights.
  • Custom reports can be white-labeled, giving agencies the flexibility to present data in a client-friendly format.

3. Optimizing Cross-Channel Strategies with Rule Engine

  • Rule Engine enables advertisers to set up “if-this-then-that” logic to automate optimizations across multiple ad networks.
  • Winning strategies can be copied across accounts, saving time and ensuring consistent performance improvements.

4. Best Practices for Cross-Channel Optimization

  • Understand that Google Ads, Microsoft Ads, Meta, and Amazon operate differently—adjust KPIs accordingly.
  • Identify performance trends using dimension analysis in Optmyzr, ensuring key segments are being tracked.
  • Maintain control over automated decisions by ensuring rules and custom data sources align with business goals.

Tools & Resources