Guides & Tutorials

Practical Guides

Step-by-step tutorials to master Metrikia and optimize your advertising ROI.

Beginner

Launch your first tracked campaign

Set up complete tracking for a Meta Ads campaign in Metrikia, from connection to results analysis. Get your real CPL and ROAS in minutes.

8 min

Understanding real ROAS calculation

How Metrikia calculates your true ROAS by cross-referencing ad data with CRM sales. Discover why platform-reported ROAS is misleading and how to make better decisions.

8 min

Diana AI: complete guide to your intelligent assistant

Diana is the AI assistant built into Metrikia. Discover how to ask questions about your campaigns, get insights, and save time every day.

8 min

Connect Google Ads to Metrikia

Step-by-step guide to connecting your Google Ads accounts via OAuth, managing multi-accounts (MCC) and understanding automatic micros conversion.

7 min

Connect TikTok Ads to Metrikia

Step-by-step guide to connecting your TikTok Ads accounts via OAuth, managing multiple advertiser_ids and understanding TikTok-specific behaviors.

5 min

Your first dashboard in 5 minutes

From zero to your first metric in 5 minutes. Create your account, connect a platform, import leads and understand your dashboard.

6 min

Navigate the Ads Dashboard

Learn how to drill down through your ad performance level by level (Sources, Accounts, Campaigns, AdSets, Ads) using the Metrikia M-columns (Conv., CPL win, mROAS).

4 min

Why all my appointments share one status

Understand and fix the "All appointments share status showed_up" banner. Why your show-up rate shows 100% and how to make appointment tracking reliable.

4 min

Historical backfill: what it changes for your KPIs

Understand the "Most recent leads are historical imports" banner. Why period-over-period comparisons are skewed after a backfill.

6 min

Understanding and choosing your workflow mode

Metrikia adapts to your business model through 3 archetypes: sales cycle, self-serve (e-commerce), or hybrid. Learn which to pick and how it shapes your dashboards.

4 min

Signed profit vs Cash collected: why two numbers differ on the dashboard

The dashboard shows two revenue-shaped figures that mean different things. This guide explains when to use signed profit (ad decisions) and when to use cash collected (treasury).

4 min

Understanding "recent" vs "historical" in your dashboard

Your "last 30 days" counters show leads, deals, and appointments Metrikia received, not their origin date in your CRM. Here is how both dimensions work.

4 min

Understanding the e-commerce funnel

Read the Ecommerce Funnel widget on the self-serve dashboard: 3 stages (Visitors, Checkout, Paid), stage-to-stage conversion rates, and what is coming next.

3 min

Understanding Active Trials

Why Stripe trial deals (amount=0) stay isolated from Cash and Profit until the first real payment arrives.

5 min

Meta Ads URL parameters tracking setup

Enable precise Meta Ads click tracking by configuring account-level URL parameters in Meta Ads Manager.

5 min

TikTok Ads URL parameters tracking setup

Enable precise TikTok Ads click tracking by configuring URL macros in TikTok Ads Manager.

5 min

Configure your CRM mapping

Map your HubSpot, Pipedrive, Airtable or other CRM statuses to Metrikia statuses. The wizard detects your statuses automatically and proposes a mapping.

2 min

Configure your organization timezone

Align the periods displayed across dashboards (yesterday, this week, this month) with your business timezone instead of UTC.

Intermediate

12 min

Lead attribution to ads

Configure attribution to know exactly which ad generates which sale. Complete tracking guide with UTM, Lead Ads, and CRM.

15 min

Multi-channel analysis

Compare Meta, Google, and TikTok performance in a single dashboard. Identify the most profitable channel and optimize your budget allocation.

15 min

Multi-touch attribution: understanding and choosing the right model

Metrikia offers 9 multi-touch attribution models. Discover which one to choose based on your business, sales cycle, and optimization goals.

10 min

Managing multiple ad accounts

Connect and manage multiple ad accounts per platform in Metrikia. Consolidated or per-account view, sync control, and hierarchical filters.

12 min

Configure Offline Conversions (Meta, Google, TikTok)

Send your CRM sales back to ad platforms so their algorithms optimize on real results. Complete guide for Meta CAPI, Google Enhanced Conversions, and TikTok Events API.

10 min

Configure the Setting/Closing Pipeline

Complete guide to configuring your sales pipeline: lead management (setting), deal creation, payment tracking (closing), and automatic assignment rules.

15 min

Understand dashboard metrics

Complete reference for every Metrikia dashboard metric: definitions, formulas, and what each one means for your media buying decisions.

12 min

Connect an external CRM

Step-by-step guide to connect HubSpot, Salesforce, Pipedrive, Zoho, Freshsales, or Airtable to Metrikia. Webhooks and API included.

8 min

Integrate an appointment calendar

Set up Cal.com, Calendly, Google Calendar, or iCal with Metrikia to automatically track appointments and calculate your cost per booked appointment.

4 min

Multi-select navigation across the Ads hierarchy

Compare multiple accounts, campaigns or ad sets side by side using the multi-level selection in the Ads dashboard.

5 min

Why my multi-touch attribution coverage is low

Understand the "Multi-touch attribution covers only X% of deals" banner. Why only a few deals have a full path and how to improve coverage.

6 min

Google Ads tracking is incomplete: what to do

Understand the "Google Ads tracking partially resolved" banner. Why gclids are captured but not resolved into ad_ids, and how to enable Enhanced Conversions.

5 min

Meta CAPI: why social tracking is partial

Understand the "Meta Ads tracking partially resolved" banner. Why CAPI matching is incomplete and how to improve it.

6 min

Understanding multi-touch attribution reliability

Why Metrikia collapses some touchpoints, how visitor identity is preserved up to the Stripe checkout, and how to read the data quality banners on your attribution dashboard.

5 min

Configure Stripe Checkout tracking for back-attribution

Step-by-step guide to ensure your Stripe Checkout buttons forward client_reference_id to Metrikia, the prerequisite for back-attributing anonymous touchpoints.

6 min

Activate Google Ads tracking (gclid → ad_id)

Configure the Final URL Suffix template in Google Ads so Metrikia can link every gclid click back to the creative that produced it. Without this suffix, Google Ads ROAS stay empty.

4 min

Automatic Lead status sync when a Deal is won

Understand why your leads automatically transition to "closed_won" whenever a deal is marked won, regardless of the import source (HubSpot, Stripe, AI import, manual edit).

5 min

Understanding appointment status

The 4 appointment statuses in Metrikia, their manual and programmatic transitions, and how to use the markedShowedUp flag on express_win.

4 min

Understanding historical imports (is_backfill)

Why leads/deals imported more than 7 days after their actual creation date are flagged as historical imports and excluded from current period metrics.

8 min

Activate Meta Conversions API feedback

Configure the Meta Conversions API to send LeadCreated and DealWon server-to-server. Recovers ~30 to 50% of conversions invisible to the browser pixel (iOS 17+, AdBlockers).

8 min

Enable Google Ads conversion feedback

Configure Google Ads Offline Conversion Upload to recover sales the browser pixel no longer sees (iOS 17+, ad blockers). No campaign interruption.

7 min

Enable TikTok conversion feedback

Configure TikTok Events API to send conversions server-side and offset losses from the browser pixel on iOS 17+ and ad blockers.

4 min

Choose the right status field in your CRM

If your leads all appear as "New lead" despite a configured mapping, your CRM probably uses a custom property to drive pipeline status. This guide shows you how to identify and configure that field in 2 minutes.

7 min

Understanding the Sources & Channels page

Analyze your cross-channel UTMs (Klaviyo, LinkedIn, YouTube, email, influencer) in Metrikia. Identify which channels touch your leads and contribute to conversions via linear multi-touch attribution.

2 min

View the converted journeys of an item from the Ads dashboard

Click the "Won deals" value on a row to open the Attribution page filtered on that source, campaign, ad set or ad.

5 min

Choosing an attribution model on the Ads dashboard

Compare your campaigns under different attribution models (Linear, First Touch, Last Touch, U-Shaped, etc.) and read the Reach, Acquired, Conv., Conv. and mROAS columns accurately.

6 min

Configure custom CRM fields

Capture business-specific HubSpot properties (financed amount, leasing flag, internal scores) into Metrikia lead metadata without touching the schema.

5 min

Configure the CRM source attribution field

Link the CRM field that identifies your ad source to the Metrikia attribution engine. Leads move from INFERRED to MATCHED: sharper ROAS figures without waiting for the pixel.

4 min

CRM mapping: campaign name or ad name?

Understand how Metrikia links your CRM field value to the ad hierarchy. Helpful when leads stay INFERRED despite the mapping being configured.

5 min

Understand Meta CAPI events sent by Metrikia

Complete list of Meta CAPI events Metrikia ships for each step of your sales funnel, and how they feed Meta's optimisation algorithm.

Advanced

20 min

Advanced API integration

Use the Metrikia REST API to automate your reports, connect your tools, and create custom workflows. Complete guide with examples.

10 min

Configure webhooks

Receive real-time notifications for every Metrikia event. Complete setup guide with Zapier, Make, and n8n examples.

15 min

Automating your workflows with Metrikia webhooks

Create powerful automations by connecting Metrikia webhooks to Zapier, Make, n8n, or Systeme.io. Complete guide with concrete examples.

20 min

Ad Tracking & Attribution Tools Comparison 2026

Factual, detailed analysis of the leading ad tracking and multi-touch attribution solutions in 2026: Hyros, Datahide, GoHighLevel, Cometly, Wicked Reports, RedTrack, Wizaly, Eulerian, and Metrikia.

18 min

Advanced Attribution. Markov & Shapley

Deep dive into Metrikia's 9 attribution models: from deterministic rules (First Touch, Linear, U-Shaped) to probabilistic models (Markov Chain, Shapley Value). Understand when to use each model and how the LRM algorithm guarantees zero rounding errors.

10 min

Import CSV. Leads & Deals

Complete guide to importing leads and deals via CSV in Metrikia: template, column mapping, intelligent deduplication using hashed PII, and best practices for error-free migration.

3 min

Corrupted data on my dashboard: what to do

Understand what corrupted data means in Metrikia, how it appears, and what steps to follow to request a cleanup from support.

6 min

Understanding click-id resolution (Meta fbclid, Google gclid, TikTok ttclid)

Learn how Metrikia automatically resolves ad click identifiers (fbclid, gclid, ttclid) into concrete ad data to calculate your real ROAS per individual ad.

Technical documentation

Complete reference for each feature.

Blog

Strategies, comparisons and media buying best practices.

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