A tour of your dashboard

The four zones, the period selector, and how to move around the insight dashboard.

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The insight dashboard is the heart of the platform. It's organised into four zones along the side, so you always know where to look. A period selector (7, 30 or 90 days) at the top sets the timeframe for everything on screen.

Everything below is what your client sees on their insight dashboard. You can open it yourself for any client and, where supported, "preview as client" to see exactly their view. You also control which tabs are visible per client. See Running the agency.

Today

Your starting point: it leads with a single flagship insight - always something worth reading - above an inbox of things that need attention right now, such as new leads, open reports, budget alerts and questions from the Brain, grouped by urgency. Clear an item by acting on it or dismissing it. See Your Today feed.

Before you've connected anything, Today won't pretend there's nothing to do - it tells you to connect your accounts to start rather than saying you're all caught up. Once your automatic monthly report is scheduled, it also shows a "Next report: <date>" pill so you know when the next one lands.

Performance

How your marketing is actually doing:

  • Overview - blended KPIs (revenue, spend, ROAS) and an AI summary of what changed.
  • Brand Identity - your mission, audience, voice, positioning, colours and logo. A core input the Brain and every AI feature build on - available on every plan. See Brand Identity.
  • Attribution - the full-funnel view from impressions to closed deals.
  • Platform tabs - one tab each for Google Analytics, Search Console, Google/Meta/TikTok Ads, your CRM, email and more.
  • Market research - competitor and keyword intelligence.

Work

Where direction and delivery live:

  • Storyline - your monthly targets and the story so far, month by month.
  • Working on - the task list.
  • Budget - off-platform spend and budget tracking.

Studio

Creator's Studio - the tools that make things: Copywriter, Social Calendar, Ad Studio, AI Search, Web Concierge and Voice Outreach. See What's in Creator's Studio. (Your brand details live in Brand Identity, under Performance.)

Getting around

  • Use the period selector to switch between 7 / 30 / 90 days. Switching back restores your original view without a reload.
  • A Connections shortcut lets you set up or check your integrations at any time.

Keep an eye on the banners at the top of the dashboard - they surface things you'd otherwise have to go looking for:

  • "Free trial - N days left" while you're trialling, with a Choose a plan button straight to Settings. Your trial deadline lives here on the dashboard, not buried in Settings.
  • "Your latest report is ready" when a fresh monthly report publishes - see Automatic reports.
  • "Connect your accounts" until you've connected your first data source.

If a Studio tab shows a padlock, it's part of the Insights + Studio tier - see Plans, pricing & billing to unlock it.