Overview & blended KPIs
The home of the Performance zone - blended revenue, spend and ROAS, plus an AI summary of what changed.
The Overview is the dashboard's home screen. It answers "how are we doing?" at a glance, then lets you drill into the detail.
What's on it
- Blended KPIs - revenue, spend and ROAS across every connected channel, with period-over-period change.
- KPIs vs targets - how you're tracking against the goals you've set (see Goals).
- AI summary - a short, plain-English read on what moved and why, written by the Brain.
- The Brain card - the live knowledge graph plus a chat box where you can ask questions or upload a document for context. See What the Brain is.
- Biggest movers - the channels that changed most this period, so you know where to look first.
- Recommended actions & advice tracking - AI-proposed next steps you can accept or dismiss, plus a scorecard of how past advice played out. See Recommended actions.
Drilling in
Click any KPI tile to jump to that channel's tab. The period selector at the top changes everything on screen at once.
Generating a report
On self-serve accounts the Overview also has a Generate report panel. Pick a report type and period, and the Brain writes it live. Reports you generate publish straight away - there's no review step. Your plan includes a monthly allowance of reports; you'll see your usage here. See Generating reports.
For agency-managed clients, reports are generated and reviewed by your team before they're published to the client - see Generating reports. The Overview shows the client their published reports and the live AI summary.
If it looks empty
If you've just connected your platforms, the Overview fills in after the first data refresh completes. If a metric is missing, check that the relevant platform is connected on the Connections screen.