Skip to content
Dashboards

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.

5 min read1,142 words9 explained images
View as markdownOpen in ClaudeOpen in ChatGPT
Each image has a one line explanation. Switch to full detail for the step it belongs to, the fields and buttons involved, examples and the whole procedure.
On this page
  1. Key Benefits of Meta Ad Widgets
  2. Prerequisites & Access
  3. Meta Ad Performance Metrics
  4. Top Campaigns Widgets
  5. Dashboard Widgets vs. Custom Report Widgets
  6. How To Setup Meta Ad Widgets
  7. 1) Add Widgets to a Dashboard
  8. 2) Add Widgets to a Custom Report
  9. Frequently Asked Questions
  10. Related Articles

Video 1 Open in a new tab

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.

TABLE OF CONTENTS

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.

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.

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.

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.

MetricDefinition
Website PurchasesPurchases completed on your website from users driven by social ads traffic.
ConversionsActions attributed to your ads (e.g., purchases, sign-ups) as defined by your Meta setup.
Meta Ad ClicksTotal clicks on your Meta ads.
Amount SpentTotal ad spend in the selected date range.
Average CPC (Cost Per Click)Average amount paid per click.
Cost Per ConversionAverage cost to generate one conversion.
Ad ImpressionsTotal number of times your ads were shown.
ReachUnique 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.

Top Campaigns Widgets

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

WidgetDefinition
Top Campaigns by Ad SpendCampaigns ranked by the highest advertising spend.
Top Campaigns by ConversionsCampaigns that drove the most conversions.
Top Campaigns by Website PurchasesCampaigns that resulted in the most website purchases.
Top Campaigns by Ad ClicksCampaigns that generated the most clicks on ads.
Top Campaigns by ImpressionsCampaigns with the highest number of ad impressions.
Top Campaigns by ReachCampaigns that reached the most unique users.

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.)

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… What this shows Step 1 of 5: In your Sub-Account, navigate to the Dashboard and click the blue button in the top-left corner to open the desired dashboard. What this shows Shows what to click for step 1 of 5 in the "1) Add Widgets to a Dashboard" section of "Dashboards: Meta Ad Widgets and Insights". 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. Step 1 of 5Image 1 of 9 What to clickIn your Sub-Account, navigate to the Dashboard and click the blue button in the top-left corner to open the desired dashboard.
    Buttons and menus referenced Sub-AccountEdit DashboardAdd WidgetSave
    Next stepClick Edit Dashboard → Add Widget.
    All 5 steps in this 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 What this shows Step 2 of 5: Click Edit Dashboard → Add Widget. What this shows Shows what to click for step 2 of 5 in the "1) Add Widgets to a Dashboard" section of "Dashboards: Meta Ad Widgets and Insights". 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. Step 2 of 5Image 2 of 9 What to clickClick Edit Dashboard → Add Widget.
    Buttons and menus referenced Edit DashboardAdd WidgetSub-AccountSave
    Next stepChoose 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.
    All 5 steps in this 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… What this shows Step 3 of 5: Choose your preferred chart type (Numeric, Donut, Line, Bar, or Table), then scroll to the Meta Ads category and select your desired… What this shows Shows what to fill in for step 3 of 5 in the "1) Add Widgets to a Dashboard" section of "Dashboards: Meta Ad Widgets and Insights". 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. Step 3 of 5Image 3 of 9 What to fill inChoose 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.
    Buttons and menus referenced Sub-AccountEdit DashboardAdd WidgetSave
    Next stepApply filters (campaign, metric, date range) or switch theme/colors.
    All 5 steps in this 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 What this shows Step 4 of 5: Apply filters (campaign, metric, date range) or switch theme/colors. What this shows Shows what this covers for step 4 of 5 in the "1) Add Widgets to a Dashboard" section of "Dashboards: Meta Ad Widgets and Insights". 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. Step 4 of 5Image 4 of 9 What this coversApply filters (campaign, metric, date range) or switch theme/colors.
    Buttons and menus referenced Sub-AccountEdit DashboardAdd WidgetSave
    Next stepClick Save. The widget begins streaming ad data.
    All 5 steps in this 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 clickNew Report.

    Step 1 of 5: In your Sub-Account, go to Reporting → Custom Reports → open an… What this shows Step 1 of 5: In your Sub-Account, go to Reporting → Custom Reports → open an existing report or click New Report. What this shows Shows what to click for step 1 of 5 in the "2) Add Widgets to a Custom Report" section of "Dashboards: Meta Ad Widgets and Insights". 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. Step 1 of 5Image 5 of 9 What to clickIn your Sub-Account, go to Reporting → Custom Reports → open an existing report or click New Report.
    Buttons and menus referenced Sub-AccountReporting → Custom Reports →New Reportstart from a blank canvasuse a templateimport an existing dashboard layoutAdd Widget/ElementMetadragchart typefilterstheme
    Next stepChoose to start from a blank canvas, use a template, or import an existing dashboard layout.
    All 5 steps in this 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… What this shows Step 2 of 5: Choose to start from a blank canvas, use a template, or import an existing dashboard layout. What this shows Shows what to choose for step 2 of 5 in the "2) Add Widgets to a Custom Report" section of "Dashboards: Meta Ad Widgets and Insights". 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. Step 2 of 5Image 6 of 9 What to chooseChoose to start from a blank canvas, use a template, or import an existing dashboard layout.
    Buttons and menus referenced start from a blank canvasuse a templateimport an existing dashboard layoutSub-AccountReporting → Custom Reports →New ReportAdd Widget/ElementMetadragchart typefilterstheme
    Next stepClick Add Widget/Element (top-left). In the widget list, find Meta widgets and drag the ones you want into the layout.
    All 5 steps in this 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… What this shows Step 3 of 5: Click Add Widget/Element (top-left). What this shows Shows what to click for step 3 of 5 in the "2) Add Widgets to a Custom Report" section of "Dashboards: Meta Ad Widgets and Insights". 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. Step 3 of 5Image 7 of 9 What to clickClick Add Widget/Element (top-left). In the widget list, find Meta widgets and drag the ones you want into the layout.
    Buttons and menus referenced Add Widget/ElementMetadragSub-AccountReporting → Custom Reports →New Reportstart from a blank canvasuse a templateimport an existing dashboard layoutchart typefilterstheme
    Next stepConfigure each widget: chart type, filters, and theme to suit your needs and Click Save.
    All 5 steps in this 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… What this shows Step 4 of 5: Configure each widget: chart type, filters, and theme to suit your needs and Click Save. What this shows Shows what to fill in for step 4 of 5 in the "2) Add Widgets to a Custom Report" section of "Dashboards: Meta Ad Widgets and Insights". 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. Step 4 of 5Image 8 of 9 What to fill inConfigure each widget: chart type, filters, and theme to suit your needs and Click Save.
    Buttons and menus referenced chart typefiltersthemeSaveSub-AccountReporting → Custom Reports →New Reportstart from a blank canvasuse a templateimport an existing dashboard layoutAdd Widget/ElementMeta
    Next stepClick on Send or Schedule to set up an email schedule to receive the report automatically.
    All 5 steps in this 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… What this shows Step 5 of 5: Click on Send or Schedule to set up an email schedule to receive the report automatically. What this shows Shows what to click for step 5 of 5 in the "2) Add Widgets to a Custom Report" section of "Dashboards: Meta Ad Widgets and Insights". 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. Step 5 of 5Image 9 of 9 What to clickClick on Send or Schedule to set up an email schedule to receive the report automatically.
    Buttons and menus referenced email scheduleSub-AccountReporting → Custom Reports →New Reportstart from a blank canvasuse a templateimport an existing dashboard layoutAdd Widget/ElementMetadragchart typefilters
    All 5 steps in this 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

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.

Was this guide helpful?

Related guides

What Are Dashboard Widgets?10 min read · 17 imagesHow to Create & Add Dashboard Widgets4 min read · 16 imagesCustomizing Dashboard Widgets4 min read · 16 imagesEdit widgets on the dashboard1 min read · 3 images