Overview

Dashboard overview

The main dashboard provides a global view of your advertising and sales performance.

Main KPIs

At the top of the dashboard, 4 KPIs summarize your situation:

• Total spend: Sum of investments across all platforms
• Leads generated: Number of leads entered into the CRM over the period
• Average CPL: Cost per lead (spend / leads)
• Overall ROAS: Return on investment (CRM revenue / spend)

Each KPI shows the variation compared to the previous period (green/red arrow).

Charts

Spend trends

Line chart showing daily spend by platform (Meta, Google, TikTok), with the option to compare to the previous period.

Lead distribution by source

Pie chart showing lead distribution by ad platform.

Conversion funnel

Funnel visualization: Impressions > Clicks > Leads > Customers, with conversion rates at each stage.

Available filters

• Period: Today, 7 days, 30 days, quarter, custom
• Platform: Meta, Google, TikTok, or all
• Campaign: Filter by specific campaign
• Team: Filter by team member (if multi-user)

Saved views

You can save your favorite filter combinations for one-click access. Click the save icon next to the filters to create a view.