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 load takes (usually a couple of minutes).

Prefer watching? The whole flow in one take — activating an access code, connecting ad platforms, and building and customizing a report:

Before you start

You'll need:

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

1. Sign in

Open Level — it takes you to accounts.marketing-bar.com, the shared sign-in for Marketing Bar products. Sign in with email and password, Google, or Facebook, and you're returned to the app. See Signing in for details.

2. Create an organization

The organization is the container for everything that follows.

1. You land on /organizations.
2. Click Add Organization.
3. Enter a name — e.g. Acme Corporation. Logo and description are optional.
4. Save.

The new organization appears in the list. Open the organization switcher in the top bar and pick it so the active organization is set.

3. 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 advertising accounts your login can see.

4. Create an ad account and start the sync

An ad account wires one specific advertising account from the connection into your organization.

1. Open Ad accounts in the sidebar.
2. Click Add.
3. Fill the form:
   • Name — a label, e.g. Acme · Google Search.
   • Platform — Google Ads / Meta.
   • Connected account — the OAuth login you just authorized.
   • Advertising account — pick the actual ad account from the list. Its currency comes along automatically.
4. Save, then hit Start sync.

Level pulls the last 60 days first — the card shows Initial load in progress, then Loading history… while the deeper backfill runs, and settles at Synced {time} ago. You don't need to wait for the full history to build your first report.

5. Build your first report

Now create something to look at.

1. Open Reports.
2. Click Create Report.
3. Fill the form:
   • Report Name — e.g. Q1 2026 Performance.
   • Currency — pick your reporting currency. On the Free plan the selector is disabled and reports use USD; multi-currency is a Pro feature.
   • Type — start with Campaigns for a per-campaign view, or Segments (Pro) once you've tagged campaigns.
   • Ad accounts — pick the ad account(s) you just created.
   • Metrics — pick a few: Cost, Clicks, Impressions — plus Purchases, Revenue, and ROAS if you're on Pro and have mapped conversions.
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.

Optional: map your conversions

Without conversion mapping, Purchases and Revenue read zero. To fix that (Pro and above):

1. Open Metrics.
2. On the Purchases card, click Configure conversions.
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.

Where to go next

• Tag campaigns with segments — your reports get cleaner rollups (Acquisition / Brand / Retention) instead of raw campaign names.
• Explore metrics — conversion mapping, custom formulas, platform metrics, and ready-made presets.
• Invite teammates at Users & Teams.