All guides, by feature
Change the Dashboard’s date range
Press 7d, 30d, 90d or MTD at the top of the Dashboard. Each range ends yesterday and is compared with the period immediately before it.
Before you start
- Who can do this
- Anyone at your agency
- Where in Orbit
- Sidebar › Workspace › Dashboard
Steps
Tick a step’s number when it’s done. We’ll remember where you were.
Open Dashboard. It opens on 30d.
At the top right, press 7d, 30d, 90d or .
Read the range next to Managed spend, such as “Last 7 days”, and the change pill marked .
Check Top clients, Channel mix and AI insights, which follow the range too. The plan counts, Active campaigns and the sync cards don’t change.
When it worked
The range you pressed is highlighted, the figures update, and the range is kept in the page address so you can bookmark it.
If something goes wrong
Orbit showsNo data in this date range
Nothing was spent in this range for the clients shown. Pick a wider range, or press Try a wider range or check sync → to check your connections.
The change pill shows “—”.
The previous period had no spend, so there’s nothing to compare with. It fills in once both periods have spend.
Today’s spend is missing.
Every range ends yesterday (UTC), because platforms are still reporting today. Today’s spend is included once the day is over and has synced.
On the 1st, MTD shows last month.
There’s no full day of the new month yet, so MTD shows the whole previous month, labelled with its name. From the 2nd it shows the new month.
How it works
Explainer: Dashboard date ranges and comparisons
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.
| Button | Covers | Label | Compared with |
|---|---|---|---|
| 7d | The 7 days ending yesterday | Last 7 days | The 7 days before that |
| 30d | The 30 days ending yesterday | Last 30 days | The 30 days before that |
| 90d | The 90 days ending yesterday | Last 90 days | The 90 days before that |
| MTD | The 1st of this month to yesterday | Month to date | 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.
Explainer: What each Dashboard figure counts
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.
| Figure | What it counts |
|---|---|
| Managed spend | Total ad spend in the range, with a daily sparkline and the change against the previous period. |
| Top clients | Up to 6 clients with the most spend in the range, each with its change. |
| Channel mix | The 5 channels with the most spend, each as a share of total spend, with its change. |
| AI insights | Up to 3 active insights from the range, highest impact first, then highest confidence. |
| Active campaigns | Up to 5 media plans with the status Live, with their dates and total budget. |
| Media plans | Plans in Planning, Live or Pending Approval, with chips for live, draft (Planning or Draft) and paused. |
| Clients | The clients you can see. |
| Open Projects | Media plans whose status isn’t Completed. |
| Active Campaigns | Media plans in Planning, Live or Pending Approval. |
| Pending Approvals | Media plans with the status Pending Approval. |
- 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.