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How do I use the new Home Overview page?

Learn how the Overview page works

Written by Paulo Silva

What is the Overview page?

The Overview page is your landing page in Vidmob — a single, cross-widget view of how your creative and media are performing right now, plus an AI-generated daily briefing that tells you what to look at first.

With the Overview page, you can:

  • See a daily, plain-language briefing of what changed and what needs attention

  • Ask Maddie (Vidmob AI) follow-up questions grounded in your live data, from anywhere on the page

  • Monitor spend distribution across creative scoring tiers

  • See campaign performance classified against your workspace average

  • Track your overall creative score against your organization's guidelines

  • Identify your best-performing and most-decaying creative assets

  • See which creative elements are driving or holding back performance

  • Compare creative scoring and adoption trends by channel over time

The Overview page is designed to be the first stop in your day — it tells you what's working, what's at risk, and where to go next, rather than requiring you to build a report to find out.


How to access the Overview page

Select Home from the left-hand navigation. The Overview tab is selected by default; a Dashboards tab sits alongside it for your saved custom dashboards.

Setting up your report

When you open the Overview page, default filters are applied to load relevant data automatically (by default, all accounts, all channels, and a rolling date range).

You can adjust scope using the filter bar at the top of the page:

  • Brand - narrow the page to one or more brands

  • Market - narrow to one or more markets/regions

  • Channel - narrow to one or more connected ad channels (e.g. Meta, TikTok, Google Ads, DV360, LinkedIn, Snapchat, The Trade Desk, Amazon DSP, X)

  • Ad Account - narrow to specific connected ad accounts

  • Range - set the date range for the whole page (e.g. Last 12 months)

Most widgets on the page inherit these top-level filters, which are shown in each widget's subtitle (e.g., "All accounts · All channels · Last 12 months"). A few widgets - Top Creative, Creative Drivers, and Creative Decay - have their own local channel switcher and a Min. impressions filter, so you can pivot those specific views to a single channel without changing scope for the rest of the page.

A note on scoring tiers: several widgets below group creative into High/Mid (or Medium)/Low tiers. These tiers are always based on your organization's own configured scoring thresholds, set by your admin - they are not fixed platform values. The numeric cutoffs shown in this guide are just an example from one workspace; your org's actual cutoffs may be different. Check with your admin or the Guidelines section to see your org's current thresholds.


Your Daily Briefing

At the top of the Overview page, Maddie (Vidmob AI) generates a short daily briefing based on your current scope. It's made up of:

  • A greeting and a one-line headline naming the single most important thing happening in your account (e.g., "Over $3.1M in active media spend is at risk due to decaying creative performance").

  • Up to three color-coded findings below the headline - each pairs a bolded stat with a short explanation of why it matters:

    • Green: something that's working - reinforce or replicate it.

    • Amber: an emerging risk or drift - not urgent yet, but worth watching.

    • Red: something actively costing you - needs action.

  • An input field ("What should I focus on today?") where you can type any question.

  • A row of suggested prompts, generated directly from the findings above. Each one is a ready-to-tap question (e.g., "Which decaying assets have the highest spend at risk?") that's guaranteed to be answerable from your data - tap it instead of typing to get a grounded answer immediately.

Because the briefing is generated from your current scope, it updates when you change Brand, Market, Channel, Ad Account, or Range.


Using the input field and suggested prompts

You can get a grounded answer from Maddie in two ways, both from the same input field under the greeting:

  • Type your own question and press Ask (or Enter). Ask about anything covered by the Overview page's data - spend, scoring, decay, drivers, channel performance, campaigns.

  • Tap one of the suggested prompts below the input field to ask it instantly, without typing.

Either way, your question and Maddie's answer open in the Maddie panel on the right side of the screen (the same panel described below). While Maddie works, you'll see short status updates (e.g., "Retrieving data...") - this reflects Maddie pulling your live, current data rather than reusing the numbers already shown in the briefing above, so its answer may occasionally update on a number you already saw (for example, if something changed since the briefing last ran).

Answers include specific figures and named channels/assets where the data supports it, plus a natural follow-up question you can tap to keep digging.

The Maddie panel (top right)

Click Ask Maddie in the top-right corner of the page to open the same Maddie panel at any time - not just from the daily briefing. This is your general-purpose access point to Maddie AI, useful for asking a fresh question unrelated to the current briefing.

When opened fresh, the panel offers its own starter prompts to help you get going (e.g., "Give me an insight from this report," "Summarize key takeaways and recommendations," "Create a new report," "Take me to my dashboard").

Four icons sit at the top of the panel:

  • New Chat (pencil icon) - starts a fresh conversation with Maddie, clearing the current one from view.

  • Pin Conversation (pin icon) - keeps the current conversation easily accessible rather than letting it fall back into your general chat history.

  • Chat History (clock icon) - opens a searchable list of your past conversations with Maddie, so you can find and reopen an earlier answer.

  • Close (X icon) - closes the panel.

At the bottom of the panel, Share current tab lets you share the page you're currently viewing as context for your question.

Home Overview Widgets and Sections

Media Investment

Shows how your media spend is distributed across creative scoring tiers. Tiers are based on your organization's own configured scoring thresholds (see note above):

  • High scoring: creative meeting most guideline criteria

  • Mid scoring: partial compliance - room to improve

  • Low scoring: falling short on guidelines

Use "See spend breakdown" to dig into the full distribution.

Campaign Performance

Classifies your in-flight campaigns by comparing their KPIs to your scope average:

  • High performing: at least half of the KPIs beat the workspace average

  • Needs optimization: low performers below threshold - prioritize these

  • Low performing: fewer than half of the KPIs beat the average

Use "Manage campaigns" to open the full campaign list.

Creative Scoring

Shows how well your live (in-flight) creative meets your organization's guidelines. The overall score is the share of guideline criteria your scored assets meet, across all measured assets. The bar groups assets into the same org-configured tiers used across the platform (see note above):

  • High: strong compliance

  • Medium: partial compliance

  • Low: needs attention

Use "Review in-flight scores" to see the underlying assets.

Top Creative

Your best-performing assets, ranked against the scope average.

  • When viewing All Channels, ranking is based on CTR and CPM.

  • When you select a specific channel using the channel switcher above the asset row, ranking instead uses KPIs suited to that channel's role in the funnel - awareness, consideration, or conversion.

Use the Min. impressions filter to exclude low-volume assets from the ranking.

"See Creative Leaderboard" and "See all assets" link out to fuller asset views.

Creative Drivers

Surfaces the specific creative elements (messaging, branding, objects, etc.) that are statistically associated with better or worse performance across your scored assets:

  • Driving lift: elements associated with an improvement in CTR & CPM, with the percentage lift and how many of your assets feature that element

  • Holding back: elements associated with a decline in CTR & CPM, same format

Use the channel switcher and Min. impressions filter to focus this on a specific channel or exclude low-volume assets. "See more creative drivers" opens the full list.

Creative Decay

Identifies creative that has passed its performance peak and is still declining.

How decay is measured: each asset's primary KPI is tracked as a percentage of its own in-market peak. An asset is considered "decaying" once it has fallen roughly 15% or more below that peak and continues declining week over week. The widget surfaces each asset's decay depth (how far it's dropped from peak) and decay rate (how much it's losing per week). Assets are ranked by spend on decayed creative - spend multiplied by decay depth - so the assets costing you the most while underperforming rise to the top.

The summary row shows:

  • Assets in decline - total count past peak and still declining

  • Spend on decayed creative past peak - total active spend flowing to those assets

  • Average decline - how far, on average, those assets have fallen from their peak

Use the channel switcher and Min. impressions filter to focus the list. "View more low performing creative" opens the fuller list.

Channel Scoring

Shows your average guideline adherence per channel. The score includes all scored assets in your scope - both pre-flight and in-flight, where available. If your workspace doesn't have any ad accounts connected, this reflects only pre-flight scoring.

Each channel tab is color-coded using the same org-configured thresholds used elsewhere on the page (see note above):

  • Green: strong adherence

  • Amber: partial adherence

  • Red: needs attention

Use "See scoring report" for the full breakdown by channel over time.

Scoring Adoption

Tracks how many assets are being scored, pre-flight vs. in-flight, compared to the prior period.

  • Pre-flight scoring is manual - your team scores assets before launch.

  • In-flight scoring is automatic, via your connected ad platform integrations.

Use "Score more creative" to go score additional assets.

Exporting or sharing what you see

The ••• menu at the top of the page (next to Copy link) gives you two lightweight ways to share the Overview page as-is: Download PDF captures a snapshot of the current view, and Print sends it to your printer or a print-to-PDF destination. Set default view (also in that menu) saves your current filter selections so they load next time you open Home. These reflect only what’s currently on screen - they aren’t a data export.

If you need the underlying raw data behind these widgets - for deeper analysis, BI tools, or joining with other datasets - use Vidmob’s separate Data Export feature instead. That’s a different org-admin-only tool (Organization icon > View all settings > Data Exports under Data Management) that exports Creative Scoring, Creative Elements, or Creative Analytics as CSV files in a ZIP archive, with a metadata file explaining each field. It’s a heavier, more complete export than anything available directly from the Overview page - reach for it when a screenshot or PDF of a widget isn’t enough.


Frequently Asked Questions

Can I export the Overview page’s data as a file?

Not directly from Overview. Use Download PDF (in the ••• menu) for a visual snapshot, or the org-level Data Export feature for raw underlying data.

Why do Maddie’s answers sometimes show different numbers than the daily briefing?

The daily briefing reflects the last computed snapshot; when you ask Maddie a question (typed or tapped), it pulls live current data. If something changed since the briefing ran, Maddie’s answer will say so explicitly rather than silently showing a different number.

What do the High / Mid / Low (or Green / Amber / Red) labels mean?

They’re your organization’s own configured scoring thresholds, not fixed platform values. Check with your admin or the Guidelines section for your org’s current cutoffs.

How do I share this report/view?

Use the link icon at the top of the page (next to the ••• menu) to copy a shareable link to your current view. The link carries your current filter selections, so whoever opens it sees the same Brand, Market, Channel, Ad Account, and Range scope you had set - if their own defaults differ, that’s called out on their end rather than silently substituted.

Can I download or print this report/view?

Yes. Open the ••• menu at the top of the page and choose Download PDF for a saved file, or Print to send it to your printer or a print-to-PDF destination. Both capture a snapshot of what’s currently on screen, not the underlying raw data - see “Can I export the Overview page’s data as a file?” above if you need that instead.

How do I change my default view for the Overview page?

Set your Brand, Market, Channel, Ad Account, and Range filters the way you want them, then open the ••• menu at the top of the page and choose Set default view. That combination of filters becomes what loads automatically the next time you open Home - you don’t need to re-select them each time.

Is the workspace switcher in the left navigation the same as the Brand/Market/Channel/Ad Account filters on this page?

No - the workspace switcher (top of the left nav) and the Overview page’s filter bar are separate controls. Changing workspace changes which organization’s data you’re viewing; the filter bar narrows within that workspace.

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