The Ad Metrics Dashboard features fulfillment and compliance reporting capabilities in a dashboard format.


To access the Ad Metrics Dashboard, click the Dashboard button at the top of the screen when signed into the Counterpoint Web Portal. Not all user account types will have access to the Ad Metrics Dashboard. 

Dashboard Layout

The Dashboard consists of a Catalog panel on the left side of the screen that is used to select the different dashboard views and reports and to access the AI assistant, and the Main Area that consists of the dashboard parameters, chart, and details section for the selected dashboard view.

AI Assistant and Catalog panel

The left side of the Dashboard displays the AI assistant and the Catalog panel, which shows categories and available dashboard views for each category. The Catalog panel can be collapsed or expanded by pressing the chevron button.


The AI assistant can run dashboard reports, query available data, and answer questions. To use the AI assistant, type a question in the text box and press the "Ask AI" button to see the result. For example, you can ask the AI assistant "What is a makegood?" and the AI assistant will answer. You can also ask the AI assistant to run a dashboard view from the available dashboard views. The example prompts that are shown give additional examples of questions the AI assistant can answer. The AI assistant is limited to only respond to questions relevant to the dashboard data.

Main Area

The main area on the right has sections for Parameters, the Chart, and for Details. 


  • Parameters: used to select the dashboard parameters
  • Chart: displays a chart of the selected parameters for the selected dashboard view (not all views have a chart - some only have the Details section)
  • Details: shows the underlying data for the chart section 


Each section can be collapsed or expanded.

Using the Dashboard

Follow these steps to use the dashboard:

Step 1. Select a dashboard view


In the Catalog panel on the left side, click a dashboard view under the desired category. The Parameters section will update with required filters for the selected dashboard. 

Step 2. Set Parameters


In the Main Area, fill in all required Parameter fields, which are marked with an asterisk.


The View and Export buttons will be enabled once all required parameters are set.

Step 3. View Data


Once the Parameters have been chosen, click the View button to load the chart and details grid.


The Chart section displays a graphical summary of the data. (Not all dashboard views have charts. Some only show the detail section.)


The sort options above the chart can be used to change how data is ordered (for example, by station, posted %, or compliant %).


The Details section shows a table of all relevant records.


The Filter section can be used to filter the data by the entered text.


Click on a region of the chart to filter the details grid to only show records for that selection.

Exporting Data

After the dashboard view has been populated, you can export the data to PDF, Excel, or CSV file formats.


To export the data:


  1. Press the Export button
  2. Choose the format to use
  3. Press Export 


PDF: Includes dashboard title, parameters, chart image, totals, and paginated details grid.


Excel: Two worksheets: Dashboard (chart, totals) and Details (table data).


CSV: Exports the details grid as a CSV file (quoted strings, column headers).

Details Section

The Details section can be expanded to see the underlying data.


Use the Filter box below the details grid to search for specific records.

Terminology

The following terms are used by the dashboard views:


  • Aired: the spot was marked as aired either by an automated service or by manual posting on the web portal
  • Compliant: the spot either aired within the pledge date and time period, or was made good in compliance with the makegood policy rules
  • Not Posted: the spot has not been posted (updated) yet
  • Posted: the spot has been posted (updated) by either an automated service or through manual posting on the web portal