Before you start
- LinkedIn Campaign Manager account with Account Manager or Campaign Manager seat (Viewer can't save column presets)
- Insight Tag installed and at least one conversion action defined (otherwise conversion columns sit empty)
- Decision on reporting cadence (daily checks vs weekly stand-ups vs monthly stakeholder reviews) - each needs a different view
- Clear naming convention for campaigns and ad groups before you build views (filters depend on it)
The playbook
8 steps
Pick the account level you'll dashboard at
Campaign Manager has four nested levels: Account → Campaign Group → Campaign → Ad. Each has its own table view. Decide which level is your daily-driver. For most B2B teams it's the Campaign level - Campaign Groups are too coarse and Ad level is too noisy. Set Campaign view as your default landing page via the breadcrumb in the top nav.
Expected outcome
Default Campaign Manager view lands on the Campaign-level table for the right account.
Define your column preset - drop the defaults
LinkedIn's default columns are a mishmash of vanity (Impressions, Clicks) and incomplete attribution. Click the 'Columns' dropdown above the table → 'Customize columns'. Build a preset with: Spend, Impressions, CTR, Average CPC, Conversions, Cost per Conversion, Conversion Rate, Leads, Cost per Lead. Drag them into a sensible left-to-right order (money metrics first). Save as 'Daily ops view'.
TipBuild three saved column presets: 'Daily ops' (spend + CPL + conversions), 'Creative review' (impressions + CTR + engagement rate + video completion), 'Executive summary' (spend + leads + CPL + conversion rate). Toggle between them based on who's looking.Expected outcome
Three saved column presets covering ops, creative, and exec views.
Set the right date range and comparison
Default to 'Last 30 days' with the 'Compare' toggle on, comparing to the previous 30 days. The compare arrow is the single most useful signal in Campaign Manager - it tells you which campaigns are decaying vs holding. For weekly stand-ups, switch to 'Last 7 days' vs previous 7. For monthly reviews, switch to 'Last month' vs previous month.
Expected outcome
Date range matches your review cadence; comparison toggle on so trend direction is visible at a glance.
Build segmented breakdown views
Above the table, the 'Breakdown' menu segments your data. The four breakdowns worth saving: By Time (day/week trend lines), By Placement (LinkedIn Feed vs LinkedIn Audience Network), By Member Demographics (job function, seniority, industry, company size), By Conversion (which conversion action fired - critical when you have lead-gen forms + website conversions running in parallel).
# Useful breakdown combos: Weekly perf review: Breakdown by Time → Day Audience quality check: Breakdown by Member → Job Function Placement audit: Breakdown by Placement → confirm LAN spend % Funnel attribution: Breakdown by Conversion → which actions fireExpected outcome
Four breakdown views known and used; you can answer 'which seniority is converting' in under 30 seconds.
Save campaign filters as quick-toggle presets
Top-left of the table, the 'Filter' control lets you narrow by status, objective, campaign group, format, and naming-convention substrings. Save filters for: Active campaigns only, Conversions objective only, Thought leader ads only, Test campaigns only. These persist in the URL - bookmark each filtered view as a separate browser bookmark.
Expected outcome
Four bookmarks in your browser, each opening Campaign Manager pre-filtered to a specific slice.
Layer in offline conversion uploads
Campaign Manager only shows conversions LinkedIn knows about (Insight Tag + Conversion API). MQL-to-SQL and closed-won live in your CRM. Use the 'Conversions' tab → 'Offline conversions' to upload weekly CSVs (or pipe via HubSpot/Salesforce native integration). Once uploaded, they appear as their own conversion actions and can be added as dashboard columns.
TipTag offline conversions with stage: 'CRM_MQL', 'CRM_SQL', 'CRM_ClosedWon'. Then add 'Cost per CRM_SQL' as a column. This is the metric that ends arguments with sales about LinkedIn lead quality.Expected outcome
Offline conversion columns live in your dashboard; CPL and Cost-per-SQL both visible side by side.
Schedule the recurring email report
Top right of Campaign Manager → 'Reports' → 'Scheduled reports'. Build a report matching your saved view (column preset + date range + filter) and schedule it to your inbox + stakeholders. Weekly is the right cadence for most accounts. The email lands as an Excel/CSV attachment - LinkedIn does not yet do inline embedded reports.
Expected outcome
Stakeholders receive a recurring CSV every Monday morning matching the saved view.
Mirror the critical metrics into a second tool
Campaign Manager is the source of truth but a terrible dashboarding tool. Pipe data into Looker Studio, HubSpot dashboards, or a simple Sheets export so stakeholders who don't have Campaign Manager access can see the numbers. Native LinkedIn → Looker Studio connector exists; HubSpot users get this through the native LinkedIn integration; for everyone else, the Ads API + a Sheets script does the job.
Expected outcome
Second dashboard tool mirrors the Campaign Manager view; non-marketers can read it without a LinkedIn login.
Shuttergen
Stop dashboarding ads that all look the same.
Most LinkedIn dashboards reveal the same problem: every creative variant performs identically. Shuttergen generates differentiated thought-leader-style ads so your dashboard finally has a winner to flag.
Pitfalls
What goes wrong
Using LinkedIn's default columns
Default columns over-index on vanity metrics (Impressions, Clicks) and under-index on cost-per-outcome (CPL, Cost per SQL). The first thing every new account should do is build custom column presets.
Dashboarding at the wrong level
Account-level views hide campaign-level problems; Ad-level views drown you in noise. Campaign-level is the default daily-driver for almost every B2B team. Switch levels only when investigating a specific question.
Ignoring offline conversion uploads
Without CRM data flowing back into Campaign Manager, you're optimizing on lead-form fills - not pipeline. Cost per Lead can look great while Cost per SQL is terrible. Upload offline conversions weekly minimum.
Forgetting the compare toggle
Numbers without a comparison point are noise. The compare arrow on Campaign Manager's date range is the single most useful trend signal. Always have it on.
Trying to do all reporting inside Campaign Manager
Campaign Manager's table view is fine for ops. It's not a stakeholder dashboard. Pipe data to Looker Studio, HubSpot, or Sheets for anyone who isn't living in Campaign Manager daily.
Limits
When this playbook won't work
- Accounts with fewer than 1 conversion per day - the breakdown views fragment your data into noise
- Single-campaign accounts - column presets and filters help less when there's nothing to filter against
- Heavy ABM accounts that report on account engagement, not campaign metrics - LinkedIn's Account Targeting reporting needs different views than the standard Campaign Manager dashboard
Why most LinkedIn ad dashboards are wrong by default
Campaign Manager's defaults optimize for legibility, not decisions. The columns LinkedIn shows new users (Impressions, Clicks, CTR) tell you almost nothing about whether to keep spending. Cost per Lead, Cost per SQL, and Conversion Rate - the metrics that actually drive optimization - aren't on the default view.
The fix is column presets, not a new tool. Most teams jump straight to Looker Studio or Tableau when their LinkedIn reporting feels broken. The faster fix is rebuilding the column preset inside Campaign Manager itself. Three saved presets (ops, creative, exec) cover 90% of decisions.
Offline conversions are the missing layer. Campaign Manager shows you what LinkedIn can see - form fills, on-site events, conversion API signal. It does not see your MQL-to-SQL conversion rate or your closed-won pipeline. Upload offline conversions weekly via the native HubSpot/Salesforce integration or CSV upload. This is what separates a dashboard that informs spend decisions from a dashboard that just confirms what you already think.
Stop dashboarding ads that all look the same. Most LinkedIn dashboards reveal the same problem: every creative variant performs identically. Shuttergen generates differentiated thought-leader-style ads so your dashboard finally has a winner to flag.
The three-cadence dashboard model
Daily (you, 5 min): Campaign-level view, Last 7 days vs previous 7, 'Daily ops' column preset. Looking for sudden spend or CPL spikes. Action: pause anomalies, flag for deeper investigation.
Weekly (you + media buyer, 30 min): Same view but Last 30 days vs previous 30, plus breakdowns by Member Demographics and Placement. Looking for trend direction and audience quality drift. Action: creative refreshes, audience tweaks, format reallocations.
Monthly (you + leadership, 60 min): 'Executive summary' column preset, mirrored into Looker Studio or Sheets, includes offline conversion columns. Looking at Cost per SQL and pipeline contribution, not Cost per Lead. Action: budget reallocation across campaigns and channels.
Internal: linkedin-ads-report, linkedin-ads-reporting, linkedin-ads-performance-dashboard.
FAQ
Frequently asked
What columns should I show in a LinkedIn ads dashboard?
How do I see CRM data inside Campaign Manager?
Should I use Looker Studio or Campaign Manager?
What level should I view in Campaign Manager?
How often should I refresh the dashboard?
What's the most ignored Campaign Manager feature?
Can I share a Campaign Manager view link with my team?
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Linkedin ads best practices
Best practices that the dashboard should track against.
Stop dashboarding ads that all look the same.
Most LinkedIn dashboards reveal the same problem: every creative variant performs identically. Shuttergen generates differentiated thought-leader-style ads so your dashboard finally has a winner to flag.