Getting started

Connect your first ad platform and see a unified report in under five minutes. This guide walks through workspace setup, connecting an ad account via OAuth, waiting for the first sync, and saving your first report. There is nothing to install and no API key to manage — Level is a SaaS dashboard, so everything happens in the browser.

1. Sign in and create your workspace

Open app.marketing-bar.com and sign in with the email you registered. The first time you log in, Level prompts you to name your workspace — that's the brand or agency these reports represent. You can rename it any time from Settings → Workspace.

If you're an agency managing multiple clients, you don't need a workspace per client. One workspace can hold any number of connected ad accounts and grouped reports — clients are separated by labels and access scopes inside the workspace.

2. Connect your first ad account

From the dashboard, click Connect platform and pick Google Ads or Meta (Facebook + Instagram). Level redirects you to the platform's own OAuth screen — you sign in with the email that has access to the ad account, approve the read-only scopes, and you're sent back to Level. TikTok Ads and LinkedIn Ads are next on the integration roadmap.

After OAuth, you'll see the list of accounts your login has access to. Pick the ones you want Level to ingest. You can change this selection later from Connections → Edit.

3. Wait for the first sync

Level pulls fresh numbers every hour. The very first sync after a new connection takes a little longer because Level backfills historical data for the date range you selected — usually a few minutes for a single account, longer for an MCC with hundreds of sub-accounts.

You'll see a status indicator on the connection card while the first sync runs. You can keep using the rest of the app — invite teammates, set up brand colours, draft a report layout — while the data lands.

4. Build your first report

Once the connection card flips to Synced, head to Reports → New report. Pick the connected accounts you want included, choose a date range, and pick a layout — weekly summary, campaign drilldown, channel breakdown, or a blank canvas you fill yourself.

Every metric on every Level chart is already normalized: spend rolls up across platforms in your reporting currency, conversions follow the attribution rule you set on the workspace, and rows align even when each platform names the same thing differently. You don't see the plumbing — the report just works.

When the report looks right, click Share to send a read-only link to your client (no Level account required), schedule a recurring email export, or export to PDF for the stakeholder who still wants the deck.

5. Frequently asked questions

That's the entire happy path. With a connected account and a saved report, the rest of Level — saved dashboards, scheduled exports, shared client links, the email digest — is configuration on top of the same normalized numbers.