---
title: BuyerBridge Dashboard Tour
description: "Tour the BuyerBridge dashboard: pick a client account, use the left menu and top bar icons, and find Account settings for each client."
---
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1. [Help Center](https://support.buyerbridge.com/knowledge?hsLang=en)
2. [Getting Started](https://support.buyerbridge.com/knowledge/getting-started?hsLang=en)
3. [Navigating the Platform](https://support.buyerbridge.com/knowledge/getting-started?hsLang=en#navigating-the-platform)
# BuyerBridge Dashboard Tour
## Where everything lives in BuyerBridge, from picking a client account to finding its settings page.
Most of BuyerBridge works one client account at a time. You pick the account at the top of the page, and the left menu, dashboards and reports all follow that pick. Agency-wide tools, such as onboarding, budgeting and billing, sit lower in the menu under Organization.
### Quick Links
- [Pick a Client Account](https://support.buyerbridge.com/knowledge/buyerbridge-dashboard-tour#pick-account)
- [The Left Menu](https://support.buyerbridge.com/knowledge/buyerbridge-dashboard-tour#left-menu)
- [The Top Bar Icons](https://support.buyerbridge.com/knowledge/buyerbridge-dashboard-tour#top-bar)
- [Account Settings](https://support.buyerbridge.com/knowledge/buyerbridge-dashboard-tour#account-settings)
- [Search Everything With ⌘K or Ctrl+K](https://support.buyerbridge.com/knowledge/buyerbridge-dashboard-tour#search)
### Pick a Client Account
The account dropdown sits at the top of every page, next to the logo. Click it and type part of the client's name to switch accounts.
A **Demo** badge next to the name means a demo account. It shows sample data, and changes made there aren't sent to the ad platforms.
The icon left of the logo collapses or opens the left menu.
### The Left Menu
The menu has two groups. **Account** covers the client you picked. **Organization** covers your whole agency.
**Account**
- ***Client name* Dashboard**: **Dashboard** shows performance for every channel, or one channel at a time (see [Account Dashboard Overview](https://support.buyerbridge.com/knowledge/account-dashboard-overview?hsLang=en)). **Account settings** opens the client's settings page.
- **Leads**: leads collected for this client.
- **Inventory**: **Details** (every vehicle and the channels advertising it; see [How to Use the Inventory Details Page](https://support.buyerbridge.com/knowledge/how-to-use-the-inventory-details-page?hsLang=en)), **Product Sets** (see [VINFlow 101](https://support.buyerbridge.com/knowledge/vinflow-101-starting-guide?hsLang=en)) and **Vehicle Advertising** (see [Vehicle Advertising Report](https://support.buyerbridge.com/knowledge/google-vehicle-advertising-report-in-buyerbridge?hsLang=en)).
- **Playbooks**: **Browse** to find and deploy a Playbook, **Manage** to see what's deployed. See [How to Deploy a Playbook](https://support.buyerbridge.com/knowledge/how-to-deploy-a-playbook?hsLang=en).
- **Campaign Management**: the client's campaigns across channels. See [How to Use the Campaign Management Tool](https://support.buyerbridge.com/knowledge/how-to-use-the-campaign-management-tool?hsLang=en).
- **Market Intelligence**: the client's lot compared with their local market. See [How to Use Market Intelligence](https://support.buyerbridge.com/knowledge/how-to-use-market-intelligence-101-guide?hsLang=en).
- **AI Visibility**: marked Beta, and only shown to agencies that have it.
- **Ads Library** (see [The Ads Library](https://support.buyerbridge.com/knowledge/the-ads-library?hsLang=en)) and **Offline Events** (see [How to Use the Offline Event Uploader](https://support.buyerbridge.com/knowledge/how-to-use-the-new-offline-event-uploader-tool?hsLang=en)).
**Organization**
- **Onboarding**: **Add Account** and **Account Status**. See [How to Onboard Client Accounts to Any Channel](https://support.buyerbridge.com/knowledge/how-to-onboard-client-accounts-to-any-channel?hsLang=en).
- **Account Management**: every client account, plus your users. See [How to Add, Edit and Delete Users](https://support.buyerbridge.com/knowledge/new-user-flow-adding-a-new-user-deleting-a-user-and-managing-existing-users?hsLang=en).
- **Budgeting**: monthly budgets and pacing across accounts. See [How to Use the Budgeting Tool](https://support.buyerbridge.com/knowledge/how-to-use-the-budgeting-tool?hsLang=en).
- **Reports**: **Report Builder**, **Alerts**, **Advertising**, **SEO**, **Billing**, **Playbooks** and **Website Inventory**. See [Report Builder](https://support.buyerbridge.com/knowledge/how-to-create-reports-with-report-builder-2.0?hsLang=en), [Alerts](https://support.buyerbridge.com/knowledge/how-to-view-and-use-buyerbridge-alerts?hsLang=en) and [Billing](https://support.buyerbridge.com/knowledge/how-to-view-your-billing-statement-in-buyerbridge?hsLang=en).
- **Sales Tools**: **MarketAnalyzer** (see [How to Use MarketAnalyzer](https://support.buyerbridge.com/knowledge/how-to-use-the-new-marketanalyzer?hsLang=en)) and **Market Intel Sheets** (see [How to Create a Market Intel Sheet](https://support.buyerbridge.com/knowledge/how-to-create-a-market-intel-sheet?hsLang=en)) for prospects.
- **Settings**: your agency's settings, including channel connections. See [How to Change Your Agency's Meta Connection User](https://support.buyerbridge.com/knowledge/changing-facebook-connection-user?hsLang=en).
💡 Note: Client logins only see the Account group. Some items, such as Notifications, show only for agencies that have them turned on.
### The Top Bar Icons
The icons at the top right work on whichever account you have picked.
- **+ (Create New)**: **Create New Ad(s)** or **Create Inventory Ad(s)**.
- **Sliders (Channel Settings)**: the client's ad accounts, pixels, catalogs and Google setup. See [How to Use the Channel Settings Panel](https://support.buyerbridge.com/knowledge/how-to-use-the-channel-settings-panel?hsLang=en).
- **Bell (Alerts)**: issues BuyerBridge found on the account. See [How to View and Use BuyerBridge Alerts](https://support.buyerbridge.com/knowledge/how-to-view-and-use-buyerbridge-alerts?hsLang=en).
- **Moon**: switches between light and dark mode.
- **Your name**: your user menu.
If your agency has support turned on, a lifebuoy icon also appears. It links to the Help Center and lets you open a ticket.
### Account Settings
Each client account has one settings page. Open it from ***Client name* Dashboard** \> **Account settings**, or click **Account Settings** at the top of the Channel Settings panel.
The page is split into sections:
- **Account**: **Account Overview** (address, phone number, timezone, industry, ad preview link and UTM settings; click **Edit** to change them), **Account Branding** (logos and colors), and **Google Ads Asset Extensions**. When BuyerBridge finds colors, fonts or social profiles on the client's website, a **Found on** card lets you pick what to use.
- **Tracking**: **EventFlow** (the tracking script, with **View Script**; see [What Is EventFlow](https://support.buyerbridge.com/knowledge/what-is-buyerbridge-eventflow?hsLang=en)) and **Data Sources** (where the client's inventory comes from; see [Managing Feed Providers](https://support.buyerbridge.com/knowledge/managing-feed-providers?hsLang=en)).
- **People & Leads**: **Users** with access to this account, and **Lead Destinations** where leads are sent (see [How to Set Up a Lead Destination](https://support.buyerbridge.com/knowledge/how-to-set-up-a-lead-destination?hsLang=en)).
- **Summary**: account ID, products and client logins.
- **Client Access**: which paid pages, such as Market Intelligence, the client's logins can open. Staff always see every page.
Use **Subscriptions** at the top right to see the client's channels. **Call Tracking** shows there when the account has it.
If the client is still onboarding, an **Onboarding** section at the top shows what's in progress.
### Search Everything With ⌘K or Ctrl+K
Press **⌘K** on a Mac or **Ctrl+K** on Windows to open search. Type a page, account or action, then press Enter to go there.
### Continue Learning
- [Account Dashboard Overview](https://support.buyerbridge.com/knowledge/account-dashboard-overview?hsLang=en)
- [Welcome To BuyerBridge: Starting Guide](https://support.buyerbridge.com/knowledge/welcome-to-buyerbridge?hsLang=en)
- [How to Use the Channel Settings Panel](https://support.buyerbridge.com/knowledge/how-to-use-the-channel-settings-panel?hsLang=en)
- [How to Use the Inventory Details Page](https://support.buyerbridge.com/knowledge/how-to-use-the-inventory-details-page?hsLang=en)
- [How to Onboard Client Accounts to Any Channel](https://support.buyerbridge.com/knowledge/how-to-onboard-client-accounts-to-any-channel?hsLang=en)
- [How to Add, Edit and Delete Users in BuyerBridge](https://support.buyerbridge.com/knowledge/new-user-flow-adding-a-new-user-deleting-a-user-and-managing-existing-users?hsLang=en)
- [How to Set Up a Lead Destination](https://support.buyerbridge.com/knowledge/how-to-set-up-a-lead-destination?hsLang=en)
- [Getting Started](https://support.buyerbridge.com/knowledge/getting-started?hsLang=en#main-content)
- [Welcome Kit](https://support.buyerbridge.com/knowledge/getting-started?hsLang=en#welcome-kit)
- [Navigating the Platform](https://support.buyerbridge.com/knowledge/getting-started?hsLang=en#navigating-the-platform)
- [Account Management](https://support.buyerbridge.com/knowledge/getting-started?hsLang=en#account-management)
- [Onboarding Clients](https://support.buyerbridge.com/knowledge/onboarding-clients?hsLang=en#main-content)
- [Channel Onboarding](https://support.buyerbridge.com/knowledge/onboarding-clients?hsLang=en#channel-onboarding)
- [Google Onboarding](https://support.buyerbridge.com/knowledge/onboarding-clients?hsLang=en#google-onboarding)
- [Meta Onboarding](https://support.buyerbridge.com/knowledge/onboarding-clients?hsLang=en#meta-onboarding)
- [Pinterest Onboarding](https://support.buyerbridge.com/knowledge/onboarding-clients?hsLang=en#pinterest-onboarding)
- [SEO Onboarding](https://support.buyerbridge.com/knowledge/onboarding-clients?hsLang=en#seo-onboarding)
- [Snapchat Onboarding](https://support.buyerbridge.com/knowledge/onboarding-clients?hsLang=en#snapchat-onboarding)
- [TikTok Onboarding](https://support.buyerbridge.com/knowledge/onboarding-clients?hsLang=en#tiktok-onboarding)
- [Platform Tools](https://support.buyerbridge.com/knowledge/platform-tools?hsLang=en#main-content)
- [Ad Builder](https://support.buyerbridge.com/knowledge/platform-tools?hsLang=en#ad-builder)
- [Ad Launcher](https://support.buyerbridge.com/knowledge/platform-tools?hsLang=en#ad-launcher)
- [Ads Library](https://support.buyerbridge.com/knowledge/platform-tools?hsLang=en#ads-library)
- [Best Practices](https://support.buyerbridge.com/knowledge/platform-tools?hsLang=en#best-practices)
- [Budgeting](https://support.buyerbridge.com/knowledge/platform-tools?hsLang=en#budgeting)
- [Campaign Management](https://support.buyerbridge.com/knowledge/platform-tools?hsLang=en#campaign-management)
- [EventFlow](https://support.buyerbridge.com/knowledge/platform-tools?hsLang=en#eventflow)
- [MarketAnalyzer](https://support.buyerbridge.com/knowledge/platform-tools?hsLang=en#marketanalyzer)
- [Playbooks](https://support.buyerbridge.com/knowledge/platform-tools?hsLang=en#playbooks)
- [SEOFlow](https://support.buyerbridge.com/knowledge/platform-tools?hsLang=en#seoflow)
- [Reports](https://support.buyerbridge.com/knowledge/platform-tools?hsLang=en#reports)
- [VINFlow](https://support.buyerbridge.com/knowledge/platform-tools?hsLang=en#vinflow)
- [White Labeling](https://support.buyerbridge.com/knowledge/platform-tools?hsLang=en#white-labeling)
- [Market Intelligence](https://support.buyerbridge.com/knowledge/platform-tools?hsLang=en#market-intelligence)
- [Multichannel Advertising](https://support.buyerbridge.com/knowledge/multichannel-advertising?hsLang=en#main-content)
- [Overview](https://support.buyerbridge.com/knowledge/multichannel-advertising?hsLang=en#overview)
- [Google](https://support.buyerbridge.com/knowledge/multichannel-advertising?hsLang=en#google)
- [Meta](https://support.buyerbridge.com/knowledge/multichannel-advertising?hsLang=en#meta)
- [Pinterest](https://support.buyerbridge.com/knowledge/multichannel-advertising?hsLang=en#pinterest)
- [Snapchat](https://support.buyerbridge.com/knowledge/multichannel-advertising?hsLang=en#snapchat)
- [TikTok](https://support.buyerbridge.com/knowledge/multichannel-advertising?hsLang=en#tiktok)
- [Agency Sales Assets](https://support.buyerbridge.com/knowledge/agency-sales-assets?hsLang=en#main-content)
- [Facebook Sales Assets](https://support.buyerbridge.com/knowledge/agency-sales-assets?hsLang=en#facebook-sales-assets)
- [Google Sales Assets](https://support.buyerbridge.com/knowledge/agency-sales-assets?hsLang=en#google-sales-assets)
- [Graphics & Web Elements](https://support.buyerbridge.com/knowledge/agency-sales-assets?hsLang=en#graphics-web-elements)
- [Instagram Sales Assets](https://support.buyerbridge.com/knowledge/agency-sales-assets?hsLang=en#instagram-sales-assets)
- [Meta Sales Assets](https://support.buyerbridge.com/knowledge/agency-sales-assets?hsLang=en#meta-sales-assets)
- [Omnichannel Sales Assets](https://support.buyerbridge.com/knowledge/agency-sales-assets?hsLang=en#omnichannel-sales-assets)
- [Pinterest Sales Assets](https://support.buyerbridge.com/knowledge/agency-sales-assets?hsLang=en#pinterest-sales-assets)
- [Snapchat Sales Assets](https://support.buyerbridge.com/knowledge/agency-sales-assets?hsLang=en#snapchat-sales-assets)
- [TikTok Sales Assets](https://support.buyerbridge.com/knowledge/agency-sales-assets?hsLang=en#tiktok-sales-assets)
- [SEO for Dealers](https://support.buyerbridge.com/knowledge/agency-sales-assets?hsLang=en#seo-for-dealers)
- [Product Updates & Enhancements](https://support.buyerbridge.com/knowledge/product-updates-enhancements?hsLang=en#main-content)
- [Enhancements](https://support.buyerbridge.com/knowledge/product-updates-enhancements?hsLang=en#enhancements)
- [Product Updates](https://support.buyerbridge.com/knowledge/product-updates-enhancements?hsLang=en#product-updates)
- [Announcements](https://support.buyerbridge.com/knowledge/product-updates-enhancements?hsLang=en#announcements)
- [Metrics](https://support.buyerbridge.com/knowledge/metrics?hsLang=en#main-content)
- [Offline Events](https://support.buyerbridge.com/knowledge/metrics?hsLang=en#offline-events)
- [Metrics Defined](https://support.buyerbridge.com/knowledge/metrics?hsLang=en#metrics-defined)
- [Leads](https://support.buyerbridge.com/knowledge/metrics?hsLang=en#leads)
- [Reporting](https://support.buyerbridge.com/knowledge/metrics?hsLang=en#reporting)
- [SEO Reporting](https://support.buyerbridge.com/knowledge/metrics?hsLang=en#seo-reporting)
- [Supported Providers](https://support.buyerbridge.com/knowledge/supported-providers?hsLang=en#main-content)
- [CRM Integrations](https://support.buyerbridge.com/knowledge/supported-providers?hsLang=en#crm-integrations)
- [Inventory & Feed Providers](https://support.buyerbridge.com/knowledge/supported-providers?hsLang=en#inventory-feed-providers)
- [Website Providers](https://support.buyerbridge.com/knowledge/supported-providers?hsLang=en#website-providers)
- [3rd Party Support](https://support.buyerbridge.com/knowledge/3rd-party-support?hsLang=en#main-content)
- [Facebook Platform Help](https://support.buyerbridge.com/knowledge/3rd-party-support?hsLang=en#facebook-platform-help)
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