All channels overview
Combined performance
MetaGA SessionsOrganic
Spend distribution
Recent activity
Key insights
Meta Ads · Facebook & Instagram
Daily spend
SpendAvgBudget
Conversion funnel
Campaigns
| Meta Ads Campaign name | CTR (link click-through rate) | Link clicks | Impressions |
|---|
Campaigns, adsets, and ads
| Campaign name | Ad set name | Ad name | CTR | Link clicks | Impressions |
|---|
Creatives
1 – 5 / 20
| Ad image | Ad name | CTR | Link clicks | Impressions | Spend |
|---|---|---|---|---|---|
| Grand total | |||||
Conversion window comparison
| Date | Purchases | 1d click | 1d click+view | 7d click | 28d click |
|---|
Gender & age
Countries by spend
| Country | Amount spent |
|---|
Placement
Position by spend
Device
Ad pacing Daily spend vs budget
| Date | Amount spent | Daily budget | Pacing % |
|---|
Google Analytics 4
Sessions & conversions
SessionsConv.Bounce%
Traffic sources
Conversions by source
Device & location
Top countries
Top pages sessions, bounce & conversions
| Page | Sessions | %Δ | Bounce% | Eng.rate | Conv. | Avg.dur. |
|---|
Facebook · Organic
Reach & engagement
ReachEngagement
Post type split
Top posts
| Post | Reach | Likes | Comments | Shares | Saves | Eng.rate |
|---|
Instagram · Organic
Impressions & reach
ImpressionsReach
Content type split
Top content
| Content | Type | Impressions | Reach | Likes | Saves | Shares | Eng.rate |
|---|
LinkedIn · Organic
Impressions & followers
ImpressionsNew followers
Audience seniority
Post performance
| Post | Impressions | Reactions | Comments | Shares | CTR | Followers+ |
|---|
Mailchimp · Email Campaigns
Open rate & click rate
Open%Click%Unsub%
Campaign health
Device opens
Campaign comparison
Open%CTR%
Campaign results
| Campaign / subject | Sent | Delivered | Opens | Open% | Clicks | CTR | Unsubs | Bounces | Send date |
|---|
Reports · Generate, review & send
Pending review 0 awaiting
Sent & approved archive
Quick generate
Email notifications
Report ready for review
Report approved & sent
Client viewed report
Performance alerts (CPL spike)
Client management
API credentials
Meta Ads APINot connected
Google Analytics 4Not connected
MailchimpNot connected
How to get your Mailchimp API key:
1. Log in to mailchimp.com
2. Avatar → Profile → Extras → API keys
3. Create A Key → copy it below
4. Data centre = last part of your URL (e.g. us21)
1. Log in to mailchimp.com
2. Avatar → Profile → Extras → API keys
3. Create A Key → copy it below
4. Data centre = last part of your URL (e.g. us21)
Multi-touch Attribution
Conversion credit by channel Last click
Credit distribution
Attribution model comparison Conversions attributed per channel
| Channel | Last click | First click | Linear | Time decay | Position-based | Data-driven |
|---|
Top conversion paths Most common journeys to conversion
| Path | Conversions | Conv. value | Avg. path length | Avg. days to convert |
|---|
Time lag to conversion
Path length distribution
Integrations
Profile & settings
AD
Admin User
admin@youragency.com
Administrator
TikTok · Organic
Views & followers over time
ViewsFollowers
Content type performance
Top videos
| Video | Views | Likes | Comments | Shares | Saves | Eng. rate |
|---|
YouTube · Channel Analytics
Views & watch time
ViewsWatch time (hrs)
Traffic sources
Top videos
| Video | Views | Watch time | Likes | Comments | Subs gained | CTR |
|---|
Pinterest · Organic
Impressions & saves
ImpressionsSaves
Top categories
Top pins
| Pin | Impressions | Saves | Clicks | CTR | Outbound clicks | Eng. rate |
|---|
Snapchat · Organic
Story views & reach
ViewsReach
Content breakdown
Story performance
| Story | Views | Reach | Screenshots | Swipe-ups | Completion% | Replies |
|---|
LinkedIn Ads
Spend vs leads
Audience breakdown
Campaign breakdown
| Campaign | Spend | Impressions | Clicks | CTR | Leads | CPL | %Δ |
|---|
Microsoft Ads
Spend vs conversions
Device split
Network split
Campaign performance
| Campaign | Spend | Clicks | CTR | Conv. | CPC | ROAS |
|---|
Display & Video 360
Impressions & viewability
Inventory type
Creative performance
| Creative | Format | Impressions | Clicks | CTR | VCR% |
|---|
Audience segments
Salesforce CRM
Pipeline & closed won
Opportunity stages
Open opportunities
| Opportunity | Account | Value | Stage | Owner | Close date | Probability |
|---|
Salesforce Pipeline
Sales pipeline by stage
Win rate trend
Pipeline by owner
Salesforce Contacts
Lead & contact growth
Lead source
Recent leads
| Name | Company | Source | Score | Status | Created |
|---|
Client Health Score
Budget Pacing
AI Insights & Recommendations
Performance alerts
Ask AI assistant
Ask me anything about your client performance, trends, or recommendations...
Shopify · Store Overview
Revenue over time
RevenueOrders
Sales by channel
Recent orders
| Order | Customer | Date | Items | Total | Status | Fulfilment |
|---|
Shopify · Orders
Order volume & revenue
Order status breakdown
All orders
| Order # | Customer | Date | Items | Total | Payment | Fulfilment |
|---|
Shopify · Products
Top products by revenue
Inventory health
Product performance
| Product | Units sold | Revenue | Avg price | Returns | Stock | %Δ |
|---|
Shopify · Customers
New vs returning customers
Customer geography
Top customers by LTV
| Customer | Orders | Total spent | Avg order | Last order | Segment |
|---|
HubSpot CRM · Overview
Deal pipeline value over time
Pipeline valueClosed won
Deals by stage
Recent deals
| Deal name | Company | Value | Stage | Owner | Close date | Probability |
|---|
HubSpot · Deals & Pipeline
Sales pipeline
Win rate trend
Deal source
All deals
| Deal | Company | Value | Stage | Owner | Created | Close date |
|---|
HubSpot · Contacts
Contact growth
Lead source breakdown
Top contacts
| Name | Company | Lead score | Stage | Last activity |
|---|