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Reading the unified reporting dashboard

Funnel view, channel tiles, attribution — what each number means.

At /client/<slug>/reporting. Three sections in one view.

Roll-up KPIs (top strip)

  • Ad spend: Total across every connected platform.
  • Leads: Anyone who hit a lead form in the period.
  • Blended CPL: Spend ÷ leads.
  • Bookings: Leads with status "converted." You mark them in your inbox or via the CRM webhook.
  • Revenue: Bookings × default value per event. Set the value at /client/<slug>/tracking.
  • ROAS: Revenue ÷ spend.

Funnel view

Spend → Leads → Qualified → Converted → Revenue. Each transition shows %. Helps you see where you're leaking — high CPL but low conversion means your sales process is the bottleneck, not your ads.

Attribution table

Per-channel breakdown: Meta, Google, organic, etc. ROAS is color-coded. Green means that channel is paying for itself; red means it's losing money. First-touch attribution only — Q4 roadmap is data-driven multi-touch.