All guides, by feature
Act on a Dashboard alert
Each alert at the top of the Dashboard links to where you fix it. Press its link, deal with the cause, and the alert clears.
Before you start
- Who can do this
- Anyone at your agency can see alerts. Fixing a connection needs an Owner or Admin.
- Where in Orbit
- Sidebar › Workspace › Dashboard
Steps
Tick a step’s number when it’s done. We’ll remember where you were.
Open Dashboard. The alerts strip, such as “2 alerts”, sits under the header.
Read each alert, such as , and the detail beside it.
For a sync issue, press Review → and check the connection in Integrations. If it’s Failed, press Retry in the Data sync card; if it keeps failing, reauthenticate it.
For a connection not synced yet, press Check → and finish choosing its accounts.
For plans pending approval, press Review → to open Media plans.
When it worked
The alert clears the next time the Dashboard loads after its cause is fixed.
If something goes wrong
The sync issue says “Integration needs attention”.
There’s no error text to show, which is usual for a Stale connection. Open Integrations and check the connection’s recent syncs.
“No performance data” stays after you connect a platform.
It clears once any performance data has synced for your agency. Check the connection’s accounts are chosen and assigned to clients.
There are more problems than alerts.
The strip shows up to 3 alerts, most urgent first. Check the Data sync card for every connection’s status.
How it works
Explainer: Dashboard alerts
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.
| Alert | What it means | Link |
|---|---|---|
| 2 sync issues | Connections are Failed or Stale. It shows a failed connection’s error, or “Integration needs attention”. | Review → opens Integrations |
| 1 connection not synced yet | A connection is “Awaiting first sync”. | Check → opens Integrations |
| 3 plans pending approval | Media plans have the status Pending Approval. | Review → opens Media plans |
| No performance data | No performance data has synced for your agency yet. | Connect → opens Integrations |
- 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.
Explainer: What each sync status means
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.
| Status | What it means | What to do |
|---|---|---|
| Synced | Finished a sync in the last 24 hours. | Nothing. |
| Syncing | A sync is running now. | Wait for it to finish. |
| Stale | Its last finished sync is more than 24 hours old. | Open the connection and check its recent syncs. |
| Failed | Its latest sync failed. | Press Retry. If it fails again, reauthenticate. |
| Never synced | It hasn’t synced yet, usually because no accounts are chosen. | Choose its accounts. |
- 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.
Explainer: When data is missing but nothing failed
A connection can be healthy and still send nothing to a client’s dashboard. Usually an account isn’t chosen, has no client, or comes from a platform that doesn’t sync to reports yet.
- Needs accounts: the connection has no accounts chosen, so Orbit skips it. Press Finish setup → and choose them.
- Needs clients: it syncs, but some accounts have no client, so their data reaches no dashboard, report or Data chat answer. Assign them in Account Mapping.
- The platform doesn’t sync to reports yet. Only platforms marked Syncs to reports do.
- The account was assigned recently, so only recent days have filled in. Earlier days follow as Orbit re-syncs them.
- A teammate can’t see the client at all. Check their Client Access in Team.