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. With no ad spend and no won revenue to show, the row falls back to your Google Analytics traffic - sessions, engaged visits and conversions - with a Read with care note whenever the Brain or the numbers say that traffic is not a real audience.
- What you're working toward - a strip of the goals the Brain has learned from your plans, calls and documents, directly under the knowledge graph. Every recommendation is judged against these; click one to open it in the Brain Explorer.
- KPI Targets - one row for each goal you've set (see Goals): the target you're working towards and where you are now. The current figure comes from your connected platforms where one measures that metric, otherwise from your latest published storyline, which the row labels. The card appears once you have at least one goal.
- AI summary - a short, plain-English read on what moved and where, written by the Brain. It names a reason only when your data shows one, and labels anything else as a possible reason.
- 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 date control at the top sets the last 7, 30 or 90 days for everything on screen at once. If you pick your own dates instead, they apply to the channel tabs and this page keeps showing the last 30 days, with a line saying so - see Custom date ranges.
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 Setup screen.