All guides, by feature
Choose what a client’s dashboard measures
Pick a reporting goal on the client’s Reporting tab. It sets the KPIs, chart and table columns on their portal dashboard.
Before you start
- Who can do this
- Agency Owner or Admin
- Where in Orbit
- Sidebar › Workspace › Clients
Steps
Tick a step’s number when it’s done. We’ll remember where you were.
Open Clients, choose the client, then open the Reporting tab.
Under Portal report, choose a : Ecommerce, Lead gen, Ecommerce + lead gen or Ecommerce + start trials.
Press Save reporting goal.
Check the KPIs it will switch from and to, then press the switch button, such as Switch to Lead gen.
When it worked
Orbit confirms “Reporting goal set to Lead gen”, for example. The client sees the new KPIs the next time they load their dashboard.
If something goes wrong
[[Save reporting goal]] is greyed out.
It turns on once you pick a goal different from the one saved.
Orbit showsForbidden: missing permission 'client:write'
Only an Agency Owner or Admin can change the reporting goal. Ask one of them.
How it works
Explainer: Reporting goal: what the client’s dashboard measures
The reporting goal sets which KPIs, chart lines and table columns a client sees on their portal dashboard. Every client starts on Ecommerce.
| Goal | KPIs on the client’s dashboard |
|---|---|
| Ecommerce | Spend · Revenue · ROAS · Purchases |
| Lead gen | Leads · Cost per lead · Spend · CPM |
| Ecommerce + lead gen | Spend · Revenue · ROAS · Leads · Purchases |
| Ecommerce + start trials | Spend · Revenue · ROAS · Start Trials · Purchases |
- Set it on the client’s Reporting tab, under Portal report.
- Before it saves, Orbit shows the KPIs the client’s dashboard will switch from and to.
- The change applies the next time the client loads their dashboard.
- Only Owners and Admins can change it.
Explainer: The client’s Performance dashboard
Clients land on Performance, which shows the last 30 days of their campaigns with the KPIs from the reporting goal you chose. It updates with Orbit’s daily sync.
- Date ranges: 7d, 30d, 90d, MTD or Custom, up to 365 days back.
- Compare against Previous period, Previous month, Previous year or Custom dates, or switch comparison off.
- Filter by platform and channel.
- Export offers Download as CSV, Download as Excel and Print / Save as PDF.
- A Last synced pill shows how fresh the data is. It turns amber once the last sync is more than 36 hours old.
- With no data for the period, they see “No performance data yet”.
- The data comes from the ad accounts linked to the client. When Documents is on, a Recent documents card shows their latest three documents.