Dashboard

Every Dashboard range ends yesterday (UTC), so today’s spend is never included. Each range is compared with the same number of days immediately before it; MTD is compared with the same days last month.

• The Dashboard opens on 30d. The range you pick shows next to Managed spend, such as “Last 30 days”, and is kept in the page address.
• Ranges stop at yesterday in UTC because platforms are still reporting today’s spend.
• On the 1st of a month there’s no full day yet, so MTD shows the whole previous month and is labelled with its name, such as “September 2026”.
• If last month was shorter than this one, the MTD comparison stops at its last day.
• The change pill beside Managed spend, such as “↑ 12.4%”, reads “—” when the previous period had no spend, because there’s nothing to compare with.
• There’s no custom date range on the Dashboard.

Spend figures add up the ad spend synced from your connected platforms, for the clients you can see. Plan figures count your media plans by their status.

• The line under the greeting, such as “12 active clients · 8 live campaigns”, uses the same counts as the Clients and Active Campaigns tiles.
• Spend shows in thousands, such as “$456.7k”, and in millions from $1M, such as “$1.25M”.
• Data from an ad account with no client isn’t counted anywhere, so assign every account in Account Mapping.
• Every figure covers only the clients you can see, so a teammate with fewer clients sees smaller numbers.
• Sync health is the share of your connections that are Synced. The Data sync card lists each connection’s status.

Picking a client narrows Managed spend, Top clients and Channel mix to that client. Every other card stays on all the clients you can see.

• The list starts with All clients, then your active clients A to Z, up to 50.
• It only appears once your agency has at least one active client.
• The client you pick is kept in the page address, so you can bookmark the view.
• For one client’s insights, pick the client on the Insights page.

Until your agency has finished setting up, the Dashboard shows a strip such as “Setup · 2 of 4” with four steps. It disappears once all four are done; there’s no way to dismiss it sooner.

• Each step shows its status, such as “No clients yet”, “3 unmapped” or “Sync in progress”. The next step to do is highlighted.
• Select a step to go to where you do it.
• One unmapped account keeps Map ad accounts open, even when the rest are mapped.
• The Welcome! banner below it offers the same first steps. Collapse it with its chevron; Orbit remembers that in each browser.

The alerts strip, such as “2 alerts”, flags what needs attention. It shows up to 3, most urgent first, each with a link to where you fix it.

• An alert clears the next time the Dashboard loads after its cause is fixed.
• Fixing a connection needs an Owner or Admin; anyone can press Retry on a Failed one in the Data sync card.

An empty card says what’s missing and links to the fix. The message follows how far your agency’s setup has got.

• Adding a client, connecting a platform and mapping accounts need an Owner or Admin. Others who follow those links see a message asking them to ask one.
• If the whole page fails, you see “We couldn't load this page”. Press Try again; if it keeps happening, send support the reference shown.

Each connection has a sync status: on the Dashboard’s Data sync card, and in short in the Last Sync column in Integrations. Synced means it finished a sync in the last 24 hours. Failed and Stale are the ones to act on.

• The Last Sync column shows a time such as “3h ago”, Syncing…, Failed or Never. Hover Failed to read the error.
• Errors are shown as the platform reported them, in the platform’s own words.
• Sync health is the share of your connections that are Synced. Failed and Stale count as issues to review. Never synced lowers the percentage without counting as an issue.
• The “Data updated” badge shows the oldest last sync among your Synced connections, so it’s only as fresh as your least fresh data.

Orbit syncs every connection once a day on its own. There’s no Sync now button: the only way to sync sooner is Retry on a connection that failed.

• Each daily sync refreshes the last 7 days, so changes the platform makes to recent days come through.
• On Sundays, the sync refreshes the last 90 days instead. History older than that isn’t refreshed on its own; email support@orbit.group if you need it.
• A connection’s first sync starts as soon as its accounts are saved with a client.
• In the + Add Connection catalog, six platforms send data to reports: Facebook Ads, Google Ads, LinkedIn Ads, Google Analytics, Shopify and Amazon Marketplace. They’re marked Syncs to reports.
• Other catalog platforms, such as Microsoft Advertising, Snapchat Ads, X (Twitter) Ads and Google Ads Manager, can be connected but send no data to reports yet.
• Retry shows on the Dashboard’s Data sync card next to a connection that failed. Anyone at your agency can press it.

Client Access sets which clients a teammate can see, along with those clients’ plans, reports, pacing and data. You set it per person once they’ve accepted their invite.

• Until you choose, a new teammate sees all clients. Set their access as soon as they show as ACTIVE.
• Changing someone to Specialist switches them to Assigned clients only and opens the panel so you can tick their clients. Changing them to another role gives them all clients again.
• Someone with no clients, such as Assigned clients only with none ticked, sees no client data, pacing or insights.

A System Role sets what someone can change in Orbit. Owners and Admins can do almost everything. Managers and Specialists work on plans, reports and pacing, and can view clients and connections without changing them.

Owner and Admin have the same permissions, with three exceptions. Only an Owner can make someone an Owner. The last Owner can’t be demoted or removed, so your agency always has one. And only an Admin can choose a client’s Trade Desk advertiser and push to The Trade Desk.

A System Role decides what someone can do. Which clients they can see is set separately, in their Client Access.