# Dashboards: Meta Ad Widgets and Insights

> Add real-time Meta (Facebook/Instagram) ad metrics to GHL Customer Care dashboards and custom reports. Track spend, clicks, conversions, and top campaigns with filters.

- Source: https://docs.ghlcustomercare.com/docs/dashboards/dashboard-widgets/dashboards-meta-ad-widgets-and-insights
- Section: Dashboards / Dashboard Widgets
- Reading time: 5 min
- Images: 9, each explained below

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Quickly surface the numbers that matter—right where you work. Meta Ad Widgets let you display clicks, conversions, spend, and top-performing campaigns directly inside any GHL Customer Care dashboard or custom report. Use built‑in filters and charts to compare results across campaigns without spreadsheets or switching tools.

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**TABLE OF CONTENTS**

-   [What are Meta Ad Widgets?](#what-are-meta-ad-widgets)
-   [Key Benefits of Meta Ad Widgets](#key-benefits-of-meta-ad-widgets)
-   [Prerequisites & Access](#prerequisites-and-access)
-   [Meta Ad Performance Metrics](#meta-ad-performance-metrics)
-   [Top Campaigns Widgets](#top-campaigns-widgets)
-   [Dashboard Widgets vs. Custom Report Widgets](#dashboard-widgets-vs-custom-report-widgets)
-   [How To Setup Meta Ad Widgets](#how-to-setup-meta-ad-widgets)
    -   [1) Add Widgets to a Dashboard](#1-add-widgets-to-a-dashboard)
    -   [2) Add Widgets to a Custom Report](#2-add-widgets-to-a-custom-report)
-   [Frequently Asked Questions](#frequently-asked-questions)
-   [Related Articles](#related-articles)

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# **What are Meta Ad Widgets?**

Meta Ad Widgets are ready-made, visual reporting blocks that pull metrics from a connected Meta (Facebook/Instagram) ad account into the Sub-Account Dashboard and Custom Reports. They eliminate manual exports so you can monitor paid‑traffic performance in the same workspace where you manage funnels, automations, and CRM data.

Understanding what Meta Ad Widgets are—and where they live—helps you centralize marketing and sales analytics. By viewing ad performance next to pipeline and revenue metrics, you can make faster, data‑driven decisions without bouncing between platforms.

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## **Key Benefits of Meta Ad Widgets**

Meta Ad Widgets are designed to simplify daily monitoring and speed up optimization. Use the benefits below to align dashboards to your goals and spot issues before they impact spend or results.

-   **Single‑pane visibility:** View ad spend, conversions, reach, CTR, and more alongside sales and CRM KPIs.
    
-   **Faster optimization:** Identify rising CPCs or falling efficiency early so you can adjust budgets or creative.
    
-   **Campaign drill‑downs:** Table widgets rank campaigns by spend, purchases, clicks, or impressions for quick winners/losers analysis.
    
-   **Trend tracking:** Line and bar charts reveal movement in cost‑per‑conversion, reach, and other metrics across any date range.
    
-   **Custom themes & filters:** Match your brand theme and slice data by campaign, ad set, or date to tailor insights to each audience or client.
    

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## **Prerequisites & Access**

Before adding widgets, confirm your plan access and connection status so data appears as expected.

-   A **Meta ad account must be connected** in **Settings → Integrations → Facebook** (LeadConnector).
    
-   Ensure **LeadConnector permissions** are granted for the Business Manager, ad account, and pages you intend to report on.
    
-   **Dashboards & Reports access**: verify users have permission to view or edit dashboards and to create/schedule reports.
    

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## **Meta Ad Performance Metrics**

These widgets visualize the core numbers advertisers use to gauge success. Pair spend-based metrics with outcome metrics to keep efficiency front and center.

| Metric | Definition |
| --- | --- |
| Website Purchases | Purchases completed on your website from users driven by social ads traffic. |
| Conversions | Actions attributed to your ads (e.g., purchases, sign-ups) as defined by your Meta setup. |
| Meta Ad Clicks | Total clicks on your Meta ads. |
| Amount Spent | Total ad spend in the selected date range. |
| Average CPC (Cost Per Click) | Average amount paid per click. |
| Cost Per Conversion | Average cost to generate one conversion. |
| Ad Impressions | Total number of times your ads were shown. |
| Reach | Unique users who saw your ads. |
| Average CPM (Cost Per Mille) | Average cost per 1,000 impressions. |
| CTR (Click-Through Rate) | Percentage of impressions that resulted in a click. |

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## **Top Campaigns Widgets**

Table‑style widgets automatically rank campaigns so you can double‑down on what works.

<table><tbody><tr><td style="text-align: center"><strong>Widget</strong></td><td dir="ltr" style="text-align: center"><strong>Definition</strong></td></tr><tr><td>Top Campaigns by Ad Spend</td><td>Campaigns ranked by the highest advertising spend.</td></tr><tr><td>Top Campaigns by Conversions</td><td>Campaigns that drove the most conversions.</td></tr><tr><td>Top Campaigns by Website Purchases</td><td>Campaigns that resulted in the most website purchases.</td></tr><tr><td>Top Campaigns by Ad Clicks</td><td>Campaigns that generated the most clicks on ads.</td></tr><tr><td>Top Campaigns by Impressions</td><td>Campaigns with the highest number of ad impressions.</td></tr><tr><td>Top Campaigns by Reach</td><td>Campaigns that reached the most unique users.</td></tr></tbody></table>

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## **Dashboard Widgets vs. Custom Report Widgets**

Both environments use the same Meta metric library; choose based on how you need to consume and share insights.

-   **Dashboard** — Best for at‑a‑glance monitoring throughout the day. Widgets live on a sub‑account dashboard and **update automatically**.
    
-   **Custom Reports** — Best for scheduled email delivery and packaged insights. Build layouts with Meta Ad widgets, then schedule to stakeholders as needed. (Note: exported formats and email previews may differ based on content types.)
    

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## **How To Setup Meta Ad Widgets**

Get connected and start visualizing performance in a few minutes. The exact steps to add widgets to a dashboard and build a custom report your team or clients can receive on a cadence.

### **1) Add Widgets to a Dashboard**

1.  In your **Sub-Account**, navigate to the Dashboard and click the blue button in the top-left corner to open the desired dashboard.
    
    
![Step 1 of 5: In your Sub-Account, navigate to the Dashboard and click the blue…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055690090/original/8OpOVwXH-d5Sa8EqYDjXoPqLnPXmNVchXg.png)

**Step 1 of 5: In your Sub-Account, navigate to the Dashboard and click the blue…**

This screenshot accompanies step 1 of 5 in the "1) Add Widgets to a Dashboard" section of "Dashboards: Meta Ad Widgets and Insights". At this point in the walkthrough you in your Sub-Account, navigate to the Dashboard and click the blue button in the top-left corner to open the desired dashboard. The next step is to click Edit Dashboard → Add Widget.
- What to click: In your Sub-Account, navigate to the Dashboard and click the blue button in the top-left corner to open the desired dashboard.
- Controls: Sub-Account, Edit Dashboard, Add Widget, Save
- Next: Click Edit Dashboard → Add Widget.

Full procedure:

1. In your Sub-Account, navigate to the Dashboard and click the blue button in the top-left corner to open the desired dashboard.  <- this image
2. Click Edit Dashboard → Add Widget.
3. Choose your preferred chart type (Numeric, Donut, Line, Bar, or Table), then scroll to the Meta Ads category and select your desired metric or Top Campaigns widget.
4. Apply filters (campaign, metric, date range) or switch theme/colors.
5. Click Save. The widget begins streaming ad data.

    
2.  Click **Edit Dashboard** → **Add Widget**.
    
    
![Step 2 of 5: Click Edit Dashboard → Add Widget](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055690825/original/8sJbiHaBnc9zc67JBKcl8HPgiSmhOCfVcw.gif)

**Step 2 of 5: Click Edit Dashboard → Add Widget**

This animation accompanies step 2 of 5 in the "1) Add Widgets to a Dashboard" section of "Dashboards: Meta Ad Widgets and Insights". At this point in the walkthrough you click Edit Dashboard → Add Widget. For context, this section explains: In your Sub-Account, navigate to the Dashboard and click the blue button in the top-left corner to open the desired dashboard. Click Edit Dashboard → Add Widget. Choose your preferred chart type (Numeric, Donut, Line, Bar, or Table), then scroll to the Meta Ads category and select your desired…. The next step is to choose your preferred chart type (Numeric, Donut, Line, Bar, or Table), then scroll to the Meta Ads category and select your desired metric or Top Campaigns widget.
- What to click: Click Edit Dashboard → Add Widget.
- Controls: Edit Dashboard, Add Widget, Sub-Account, Save
- Next: Choose your preferred chart type (Numeric, Donut, Line, Bar, or Table), then scroll to the Meta Ads category and select your desired metric or Top Campaigns widget.

Full procedure:

1. In your Sub-Account, navigate to the Dashboard and click the blue button in the top-left corner to open the desired dashboard.
2. Click Edit Dashboard → Add Widget.  <- this image
3. Choose your preferred chart type (Numeric, Donut, Line, Bar, or Table), then scroll to the Meta Ads category and select your desired metric or Top Campaigns widget.
4. Apply filters (campaign, metric, date range) or switch theme/colors.
5. Click Save. The widget begins streaming ad data.

    
3.  Choose your preferred chart type (Numeric, Donut, Line, Bar, or Table), then scroll to the Meta Ads category and select your desired metric or Top Campaigns widget.
    
    
![Step 3 of 5: Choose your preferred chart type (Numeric, Donut, Line, Bar, or…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055691630/original/mf9eHbaYs1_CrkgWpPvck5Ik06GdS2xQNg.png)

**Step 3 of 5: Choose your preferred chart type (Numeric, Donut, Line, Bar, or…**

This screenshot accompanies step 3 of 5 in the "1) Add Widgets to a Dashboard" section of "Dashboards: Meta Ad Widgets and Insights". At this point in the walkthrough you choose your preferred chart type (Numeric, Donut, Line, Bar, or Table), then scroll to the Meta Ads category and select your desired metric or Top Campaigns widget. The next step is to apply filters (campaign, metric, date range) or switch theme/colors.
- What to fill in: Choose your preferred chart type (Numeric, Donut, Line, Bar, or Table), then scroll to the Meta Ads category and select your desired metric or Top Campaigns widget.
- Controls: Sub-Account, Edit Dashboard, Add Widget, Save
- Next: Apply filters (campaign, metric, date range) or switch theme/colors.

Full procedure:

1. In your Sub-Account, navigate to the Dashboard and click the blue button in the top-left corner to open the desired dashboard.
2. Click Edit Dashboard → Add Widget.
3. Choose your preferred chart type (Numeric, Donut, Line, Bar, or Table), then scroll to the Meta Ads category and select your desired metric or Top Campaigns widget.  <- this image
4. Apply filters (campaign, metric, date range) or switch theme/colors.
5. Click Save. The widget begins streaming ad data.

    
4.  Apply filters (campaign, metric, date range) or switch theme/colors.
    
    
![Step 4 of 5: Apply filters (campaign, metric, date range) or switch theme/colors](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055692547/original/NgAI0g9YvagwqasoKZi-27mhEjMsfU2m7A.png)

**Step 4 of 5: Apply filters (campaign, metric, date range) or switch theme/colors**

This screenshot accompanies step 4 of 5 in the "1) Add Widgets to a Dashboard" section of "Dashboards: Meta Ad Widgets and Insights". At this point in the walkthrough you apply filters (campaign, metric, date range) or switch theme/colors. The next step is to click Save. The widget begins streaming ad data.
- What this covers: Apply filters (campaign, metric, date range) or switch theme/colors.
- Controls: Sub-Account, Edit Dashboard, Add Widget, Save
- Next: Click Save. The widget begins streaming ad data.

Full procedure:

1. In your Sub-Account, navigate to the Dashboard and click the blue button in the top-left corner to open the desired dashboard.
2. Click Edit Dashboard → Add Widget.
3. Choose your preferred chart type (Numeric, Donut, Line, Bar, or Table), then scroll to the Meta Ads category and select your desired metric or Top Campaigns widget.
4. Apply filters (campaign, metric, date range) or switch theme/colors.  <- this image
5. Click Save. The widget begins streaming ad data.

    
5.  Click **Save**. The widget begins streaming ad data.
    

### **2) Add Widgets to a Custom Report**

1.  In your **Sub-Account**, go to **Reporting → Custom Reports →** open an existing report or click**New Report**.
    
    
![Step 1 of 5: In your Sub-Account, go to Reporting → Custom Reports → open an…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055693768/original/pjo9zJv8sLVQXrXoGt0Em9dofL_DwFculg.png)

**Step 1 of 5: In your Sub-Account, go to Reporting → Custom Reports → open an…**

This screenshot accompanies step 1 of 5 in the "2) Add Widgets to a Custom Report" section of "Dashboards: Meta Ad Widgets and Insights". At this point in the walkthrough you in your Sub-Account, go to Reporting → Custom Reports → open an existing report or click New Report. The next step is to choose to start from a blank canvas, use a template, or import an existing dashboard layout.
- What to click: In your Sub-Account, go to Reporting → Custom Reports → open an existing report or click New Report.
- Controls: Sub-Account, Reporting → Custom Reports →, New Report, start from a blank canvas, use a template, import an existing dashboard layout, Add Widget/Element, Meta, drag, chart type, filters, theme
- Next: Choose to start from a blank canvas, use a template, or import an existing dashboard layout.

Full procedure:

1. In your Sub-Account, go to Reporting → Custom Reports → open an existing report or click New Report.  <- this image
2. Choose to start from a blank canvas, use a template, or import an existing dashboard layout.
3. Click Add Widget/Element (top-left). In the widget list, find Meta widgets and drag the ones you want into the layout.
4. Configure each widget: chart type, filters, and theme to suit your needs and Click Save.
5. Click on Send or Schedule to set up an email schedule to receive the report automatically.

    
2.  Choose to **start from a blank canvas**, **use a template**, or **import an existing dashboard layout**.
    
    
![Step 2 of 5: Choose to start from a blank canvas, use a template, or import an…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055693789/original/qSGUI9CyAez2mnuhw6aTYAh6TagYwM2xGg.png)

**Step 2 of 5: Choose to start from a blank canvas, use a template, or import an…**

This screenshot accompanies step 2 of 5 in the "2) Add Widgets to a Custom Report" section of "Dashboards: Meta Ad Widgets and Insights". At this point in the walkthrough you choose to start from a blank canvas, use a template, or import an existing dashboard layout. The next step is to click Add Widget/Element (top-left). In the widget list, find Meta widgets and drag the ones you want into the layout.
- What to choose: Choose to start from a blank canvas, use a template, or import an existing dashboard layout.
- Controls: start from a blank canvas, use a template, import an existing dashboard layout, Sub-Account, Reporting → Custom Reports →, New Report, Add Widget/Element, Meta, drag, chart type, filters, theme
- Next: Click Add Widget/Element (top-left). In the widget list, find Meta widgets and drag the ones you want into the layout.

Full procedure:

1. In your Sub-Account, go to Reporting → Custom Reports → open an existing report or click New Report.
2. Choose to start from a blank canvas, use a template, or import an existing dashboard layout.  <- this image
3. Click Add Widget/Element (top-left). In the widget list, find Meta widgets and drag the ones you want into the layout.
4. Configure each widget: chart type, filters, and theme to suit your needs and Click Save.
5. Click on Send or Schedule to set up an email schedule to receive the report automatically.

    
3.  Click **Add Widget/Element** (top-left). In the widget list, find **Meta** widgets and **drag** the ones you want into the layout.
    
    
![Step 3 of 5: Click Add Widget/Element (top-left). In the widget list, find Meta…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055693921/original/V2rtATaG6sqwGZ8l59ZNszTDc8PltLhV_g.png)

**Step 3 of 5: Click Add Widget/Element (top-left). In the widget list, find Meta…**

This screenshot accompanies step 3 of 5 in the "2) Add Widgets to a Custom Report" section of "Dashboards: Meta Ad Widgets and Insights". At this point in the walkthrough you click Add Widget/Element (top-left). In the widget list, find Meta widgets and drag the ones you want into the layout. The next step is to configure each widget: chart type, filters, and theme to suit your needs and Click Save.
- What to click: Click Add Widget/Element (top-left). In the widget list, find Meta widgets and drag the ones you want into the layout.
- Controls: Add Widget/Element, Meta, drag, Sub-Account, Reporting → Custom Reports →, New Report, start from a blank canvas, use a template, import an existing dashboard layout, chart type, filters, theme
- Next: Configure each widget: chart type, filters, and theme to suit your needs and Click Save.

Full procedure:

1. In your Sub-Account, go to Reporting → Custom Reports → open an existing report or click New Report.
2. Choose to start from a blank canvas, use a template, or import an existing dashboard layout.
3. Click Add Widget/Element (top-left). In the widget list, find Meta widgets and drag the ones you want into the layout.  <- this image
4. Configure each widget: chart type, filters, and theme to suit your needs and Click Save.
5. Click on Send or Schedule to set up an email schedule to receive the report automatically.

    
4.  Configure each widget: **chart type**, **filters**, and **theme** to suit your needs and Click **Save**.
    
    
![Step 4 of 5: Configure each widget: chart type, filters, and theme to suit your…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055694027/original/PXaa35PBm69ylLC_AX1TRu91ClmJj8x0Sg.png)

**Step 4 of 5: Configure each widget: chart type, filters, and theme to suit your…**

This screenshot accompanies step 4 of 5 in the "2) Add Widgets to a Custom Report" section of "Dashboards: Meta Ad Widgets and Insights". At this point in the walkthrough you configure each widget: chart type, filters, and theme to suit your needs and Click Save. The next step is to click on Send or Schedule to set up an email schedule to receive the report automatically.
- What to fill in: Configure each widget: chart type, filters, and theme to suit your needs and Click Save.
- Controls: chart type, filters, theme, Save, Sub-Account, Reporting → Custom Reports →, New Report, start from a blank canvas, use a template, import an existing dashboard layout, Add Widget/Element, Meta
- Next: Click on Send or Schedule to set up an email schedule to receive the report automatically.

Full procedure:

1. In your Sub-Account, go to Reporting → Custom Reports → open an existing report or click New Report.
2. Choose to start from a blank canvas, use a template, or import an existing dashboard layout.
3. Click Add Widget/Element (top-left). In the widget list, find Meta widgets and drag the ones you want into the layout.
4. Configure each widget: chart type, filters, and theme to suit your needs and Click Save.  <- this image
5. Click on Send or Schedule to set up an email schedule to receive the report automatically.

    
5.  Click on Send or Schedule to set up an **email schedule** to receive the report automatically.
    
    
![Step 5 of 5: Click on Send or Schedule to set up an email schedule to receive the…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055694301/original/w2J4nHxYykP5wsyDPKnFTGFoRTeJqm_0HA.png)

**Step 5 of 5: Click on Send or Schedule to set up an email schedule to receive the…**

This screenshot accompanies step 5 of 5 in the "2) Add Widgets to a Custom Report" section of "Dashboards: Meta Ad Widgets and Insights". At this point in the walkthrough you click on Send or Schedule to set up an email schedule to receive the report automatically.
- What to click: Click on Send or Schedule to set up an email schedule to receive the report automatically.
- Controls: email schedule, Sub-Account, Reporting → Custom Reports →, New Report, start from a blank canvas, use a template, import an existing dashboard layout, Add Widget/Element, Meta, drag, chart type, filters

Full procedure:

1. In your Sub-Account, go to Reporting → Custom Reports → open an existing report or click New Report.
2. Choose to start from a blank canvas, use a template, or import an existing dashboard layout.
3. Click Add Widget/Element (top-left). In the widget list, find Meta widgets and drag the ones you want into the layout.
4. Configure each widget: chart type, filters, and theme to suit your needs and Click Save.
5. Click on Send or Schedule to set up an email schedule to receive the report automatically.  <- this image

    

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## **Frequently Asked Questions**

**Q. Do I need a separate Meta connection for every sub‑account?**  
Yes. Each sub‑account dashboard pulls data only from the Meta ad account connected inside that sub‑account.

**Q. How often do Meta Ad Widgets refresh?**  
Widgets **update automatically**; no manual refresh is required.

**Q. Why is my widget blank after I add it?**  
Common causes include an overly narrow date range, restrictive campaign filters, no eligible ad account selected, or missing LeadConnector permissions. Remove filters, widen the range, and verify the connection.

**Q. Which roles can connect Meta and add widgets?**  
Users need permission to manage **Ad Manager** connections and to **Edit** dashboards or **Create** reports. View‑only users can see shared dashboards but can’t modify them.

**Q. Can I combine Google Ads and Meta Ads metrics on the same dashboard?**  
Yes. Add widgets from both libraries to compare channels side by side.

**Q. Can I schedule a Meta‑only report for clients?**  
Yes. Build a report using only Meta widgets, then schedule email delivery. Confirm export and layout options meet the client’s needs.

**Q. Will disabling the Meta integration break my existing widgets?**  
Widgets stop displaying data until you reconnect an eligible ad account, but your layout and widget settings remain in place.

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## **Related Articles**

-   [Connect Facebook with Ad Manager](https://docs.ghlcustomercare.com/docs/marketing/ad-manager-setup-and-configuration/how-to-get-started-with-meta-campaigns-in-ad-manager)
    
-   [How to Create & Add Dashboard Widgets](https://docs.ghlcustomercare.com/docs/dashboards/dashboard-widgets/how-to-create-add-dashboard-widgets)
    
-   [How to Create and Schedule Reports](https://docs.ghlcustomercare.com/docs/reporting/custom-reports/how-to-create-a-custom-report-schedule-and-export-report-as-pdf)
    
-   [How To Manage Dashboard Permissions](https://docs.ghlcustomercare.com/docs/dashboards/getting-started-w-dashboards/how-to-manage-dashboard-permissions)
    
-   [How to Create and Use Custom Metrics For Dashboard Reports](https://docs.ghlcustomercare.com/docs/dashboards/dashboard-widgets/how-to-create-and-use-custom-metrics-for-dashboard-reports)

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Documentation for GHL Customer Care. Support: support@ghlcustomercare.com