Dashboard and analytics
This article shows how to use the Dashboard and Analytics pages to monitor campaign performance after leads start flowing. Use Dashboard for the at-a-glance pulse, Analytics for drill-downs, and Leads when you need a single lead's story.
Analytics can lag slightly behind the lead timeline. When you need immediate confirmation after a test or launch slice, open Leads first.
What are Dashboard and Analytics?
| Page | Best for |
|---|---|
| Dashboard | Today-oriented KPIs and a quick health pulse |
| Analytics | Campaign, buyer, supplier, and traffic source breakdowns |
| Leads | Per-lead timeline and exact outcomes |
| Rejection Reasons | Pattern analysis of why volume is lost |
Dashboard answers "how are we doing right now?" Analytics answers "where is the change coming from?"
Prerequisites
- At least some lead activity in the workspace (tests count)
- Permission to view Dashboard and Analytics
- A date range in mind (today, launch day, or last 7 days)
Read the Dashboard
- Open Dashboard from the sidebar.
- Set or confirm the date range if the page offers one.
- Read the KPI cards (commonly posted, accepted, rejected, and profit or similar metrics your workspace shows).
- Scan trend graphs for sudden spikes or drops.
- Note top campaigns or other summary widgets.
- Click through to a campaign or Analytics when a number needs explanation.
Drill down in Analytics
- Open Analytics from the sidebar.
- Choose the campaign filter and date range.
- Review the campaign performance table for posted, accepted, rejected, and related rates.
- Open a campaign row to see buyer, supplier, and traffic source breakdowns.
- Sort by rejected or acceptance rate to find weak parties.
- If a buyer or source looks wrong, open Leads filtered to that party and read a few timelines.
- For repeated reject causes across many leads, continue in Rejection Reasons overview.
Suggested investigation paths
| Question | Path |
|---|---|
| Did today's launch start? | Dashboard → Leads |
| Which buyer is rejecting? | Analytics → campaign → buyers → Leads or Rejection Reasons |
| Which supplier quality dropped? | Analytics → suppliers → sample timelines |
| Which affiliate underperformed? | Analytics → traffic sources |
Tips and gotchas
- Expect a short lag on Analytics during busy periods. Refresh once before rewriting configuration.
- Rejected counts on different screens can answer different questions. Campaign outcome totals and rejection-reason occurrence totals are not always identical.
- Filters on Analytics matter. A surprising empty view is often an over-narrow date or campaign filter.
- Do not optimize from one test lead on Dashboard. Use the timeline for tests, Analytics for trends.
Expected result
You can explain today's KPI movement from Dashboard, name the campaign and party responsible in Analytics, and know when to drop into Leads or Rejection Reasons for proof.
Frequently asked questions
Why don't Dashboard and a lead I just sent match yet? Analytics and rollups can lag slightly. Open Leads for immediate confirmation.
Can I view multiple campaigns at once? Analytics supports multi-campaign filtering when enabled in your workspace. Start with one campaign during launch week if the numbers feel noisy.
Where do I see profit? On Dashboard or Analytics cards and tables your plan exposes. If profit is missing, your role or feature set may hide financial columns.
Should publishers get Dashboard access? Usually no. Keep Dashboard and Analytics for operators. Share only the supplier-facing reporting your process allows.
What is the difference between Analytics and Rejection Reasons? Analytics shows volume and performance breakdowns. Rejection Reasons groups reject causes and estimated missed revenue so you can prioritize fixes.
When should I return to the campaign Overview tab? When configuration health, not just volume, might be the issue. Overview flags setup gaps Analytics will not explain.
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