Quickstart

This is the fastest path from a fresh Level account to a working cross-platform report. Five steps end-to-end. Plan on ~5 minutes plus however long the initial data backfill takes (usually a couple of minutes).

Before you start

You'll need:

• A Level account. See Signing up if you don't have one.
• A Google Ads or Meta login that can read at least one ad account.

1. Create a client

The client is the container for everything that follows.

1. Sign in. You land on /clients.
2. Click Add Client at the top right.
3. Enter a name — e.g. Acme Corporation. Logo and description are optional.
4. Save.

The new client appears in the list. Open the client switcher (top-left) and pick it so the active client is set.

2. Connect an ad platform

Authorize Level to read your ad data.

1. Click Connected accounts in the sidebar.
2. Click Add Connection → Google Ads (or Meta Ads).
3. Sign in to the platform with the login that has access; approve the read-only scope.
4. You're returned to Level — the new connection appears with the list of ad accounts your login can see.

3. Add a placement

A placement wires one specific ad account from the connection into your client.

1. Open Placements in the sidebar.
2. Click Add.
3. Fill the form:
   • Name — a label, e.g. Acme · Google Search.
   • Platform — Google Ads / Meta.
   • Connected provider account — the OAuth login you just authorized.
   • Advertising account — pick the actual ad account from the list.
4. Save.

Level immediately starts pulling historical data. The placement card shows Initial load running while it backfills, then flips to Active.

4. Map a system metric (optional, but recommended)

Without conversion mapping, Purchases and Revenue read zero. To fix that:

1. Open Metrics.
2. Click the Purchases card.
3. Tick the platform-side conversion definitions that should count as purchases (e.g. Meta · purchase, Google Ads · Purchase).
4. Save.

Repeat for Revenue if you also want monetary totals.

5. Build your first report

Now create something to look at.

1. Open Reports.
2. Click Create Report.
3. Fill the form:
   • Name — e.g. Q1 2026 Performance.
   • Currency — pick your reporting currency (e.g. USD).
   • Type — start with Segments if you've tagged campaigns, otherwise Campaigns for a per-campaign view.
   • Placements — pick the placement(s) you just created.
   • Metrics — pick a few: Cost, Purchases, Revenue (and CTR / ROAS once you've defined them as custom metrics).
4. Save.

The report opens. KPI cards show totals; the table below breaks them down by row type. Pick a date range from the filter at the top.

That's it — you have a live, cross-platform report.

Where to go next

• Tag campaigns with segments — your reports get cleaner rollups (Acquisition / Brand / Retention) instead of raw campaign names.
• Define custom metrics — cpa, roas, aov — see Custom metrics.
• Invite teammates at Users & Teams.