Your first dashboard in 5 minutes

Goal

In 5 minutes flat, you will have a working Metrikia dashboard with your first advertising performance metrics. No complex setup, straight to the essentials.

Step 1: Create your account (30 seconds)

1. Go to metrikia.io and click Free trial
2. Enter your email, password, and company name
3. You get a 14-day free trial with no credit card required

Pro tip: Use your work email. If colleagues sign up with the same domain, you can easily invite them to your workspace.

Step 2: Connect an ad platform (1 minute)

1. From the onboarding screen, choose your primary platform: Meta Ads, Google Ads, or TikTok Ads
2. Click Connect and authorize OAuth access
3. Select the ad account(s) to sync
4. Metrikia starts the initial sync automatically

You don't need to connect everything now. A single platform is enough to get started.

Step 3: Import or sync your leads (2 minutes)

To calculate real ROAS, Metrikia needs your leads:

• Quick import: CRM > Import > upload a CSV (name, email, source)
• CRM connection: Settings > Integrations > connect HubSpot, Salesforce, or other
• API/Webhook: For custom CRMs, use Metrikia's REST API

Even 10 leads are enough to get started and see your first metrics.

Step 4: Explore your dashboard (1 minute)

Head to the main Dashboard. Here is what you see:

Spend overview

The top banner displays your total spend, lead count, and key metrics (CPL, ROAS, MER) for the selected time period.

CPL (Cost per Lead)

How much does each prospect cost you? Metrikia divides your actual ad spend by the number of attributed CRM leads, not the "leads" estimated by Meta or Google.

ROAS (Return on Ad Spend)

The ratio between revenue from your won deals and your ad spend. A ROAS of 3x means every euro spent on ads generates 3 euros in revenue.

Lead funnel

Visualize your lead progression through the pipeline: new → contacted → qualified → appointment → deal won.

Step 5: Create your first custom view (30 seconds)

1. Click the Views icon in the top-right corner of the dashboard
2. Select Create a view
3. Choose the metrics and filters you want
4. Name your view and save

You will find this view with a single click every time you log in.

Pro tip: Create one view per client or per campaign for quick tracking. Views are saved per user and do not affect other team members.

What next?

Your dashboard is up and running. To go further:

• Connect your other ad platforms
• Configure Offline Conversions to feed platform algorithms
• Explore the ADS tab for drill-down by campaign and creative
• Ask Diana (Metrikia's AI) for insights in plain language