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?

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

1. Open Dashboard from the sidebar.
2. Set or confirm the date range if the page offers one.
3. Read the KPI cards (commonly posted, accepted, rejected, and profit or similar metrics your workspace shows).
4. Scan trend graphs for sudden spikes or drops.
5. Note top campaigns or other summary widgets.
6. Click through to a campaign or Analytics when a number needs explanation.

Drill down in Analytics

1. Open Analytics from the sidebar.
2. Choose the campaign filter and date range.
3. Optionally set the buyer filter to scope the entire page to one or more buyers.
4. Review the campaign performance table for posted, accepted, rejected, and related rates.
5. Open a campaign row to see buyer, supplier, and traffic source breakdowns.
6. Sort by rejected or acceptance rate to find weak parties.
7. Click any number to open the leads behind it.
8. For repeated reject causes across many leads, continue in Rejection Reasons overview.

With a buyer selected, the money on the page follows that buyer's sales rather than the lead's all-buyer total. That is the number you want when you are asking what one buyer is worth, and it is why a buyer-scoped view shows less revenue than the unfiltered page.

Filters behave the same everywhere

Leads, Pings, Clicks, Conversions, and Analytics share one filter panel with a badge counting how many filters are active.

• Most filters take several values at once, so you can look at three campaigns or two rejection reasons in one pass.
• Date presets resolve in the timezone you selected, not your browser's, and the calendar starts the week on the right day for that region.
• Two single clicks select a date range. There is no double click.

Suggested investigation paths

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.
• A buyer-scoped page reports that buyer's money. Clear the buyer filter before you quote a total.
• The currency symbol across every page comes from Settings → Currency. It changes the symbol only, and no amount is converted at an exchange rate.
• 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.

Related articles

• Rejection Reasons overview
• Your first lead, end to end
• Test before you go live
• Read a lead timeline