Getting started
Sign in, create your first client, connect an ad account, and build a report — the full onboarding loop in one place.
Welcome to Level. This section walks through everything you need from "I just signed up" to "my first report is open in front of me." If you're brand new, do the steps in order — every later guide assumes the previous one is done.
What Level does
Level pulls performance numbers from your ad accounts (Google Ads and Meta), normalizes them across platforms, and gives you reports with:
- A single set of metric definitions across all your ad accounts.
- Custom KPIs you build with a formula editor — once defined, they show up in every report.
- Segments you tag campaigns with, so reports group by what the campaign was for, not by raw campaign names.
- Conversion mapping that unifies the platforms' different naming for purchases, revenue, and leads.
Everything happens inside a workspace organized by clients. One client = one brand or account you report on. Reports, placements (ad accounts), segments, and metrics all live under a client.
The onboarding loop
Five steps end-to-end:
- Sign in with your email or Google account, or accept the invitation an admin sent you.
- Create a client — a container for one brand or one of your agency's accounts.
- Connect an ad platform (Google Ads or Meta) over OAuth.
- Add a placement to your client — pick the connected ad account and Level starts pulling data.
- Build a report — choose placements, pick metrics, save.
In this section
- Signing up — create your account.
- Signing in — log in with email or Google.
- Accepting an invitation — join a workspace your admin set up.
- Concepts — every term you'll see in the UI: client, placement, segment, metric, report, connected account.
- Quickstart — the full five-minute path from sign-in to first report.
Where to go next
After onboarding, the rest of the docs follow the left-side menu of the app — one section per top-level navigation item:
- Connected accounts — link Google Ads and Meta over OAuth.
- Clients — manage the brands you report on.
- Placements — wire ad accounts into a client.
- Reports — build, view, and customize.
- Metrics — system metrics, conversion mapping, custom formulas.
- Users & Teams — invite people, assign roles.