All guides, by feature
See one client’s numbers on the Dashboard
Pick the client in the list at the top of the Dashboard. Managed spend, Top clients and Channel mix narrow to that client; the other cards stay on all your clients.
Before you start
- Who can do this
- Anyone at your agency, for the clients they can see
- You need
- At least one active client. The list doesn’t appear until your agency has one.
- Where in Orbit
- Sidebar › Workspace › Dashboard
Steps
Tick a step’s number when it’s done. We’ll remember where you were.
Open Dashboard.
At the top right, open the list showing All clients and choose the client.
Read , Top clients and Channel mix for that client. The other cards still cover all the clients you can see.
To go back, choose All clients.
When it worked
The client’s name shows in the list, and the client is kept in the page address so you can bookmark the view.
If something goes wrong
AI insights, Active campaigns and the stat tiles didn’t change.
Only Managed spend, Top clients and Channel mix follow the client filter. For one client’s insights, open Insights and pick the client there.
A client isn’t in the list.
The list shows active clients only, A to Z, up to 50. Inactive clients and clients outside your Client Access don’t appear. Ask an Owner or Admin to check your access in Team.
There’s no client list at all.
It appears once your agency has at least one active client. Ask an Owner or Admin to add one in Clients.
Orbit showsNo data in this date range
Nothing was spent for this client in the range. Try a wider range, and check their ad accounts are assigned to them in Account Mapping.
How it works
Explainer: What the client filter changes
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.
| Card | Follows the client filter |
|---|---|
| Managed spend | Yes |
| Top clients | Yes |
| Channel mix | Yes |
| AI insights | No |
| Active campaigns | No |
| Media plans and the four stat tiles | No |
| Sync health and Data sync | No |
| Header counts, alerts and the setup checklist | No |
- 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.
Explainer: Client Access: which clients someone sees
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.
| Option | What they see |
|---|---|
| All clients | Every client at your agency. |
| All Paid Search clients, or their own specialty | Every client with the service that matches their Specialty Role, including clients added later. |
| Assigned clients only | Only the clients you tick. Star one to mark them as that client’s lead. |
- 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.
Explainer: What assigning an account does
Each ad account belongs to one client. That decides whose dashboards, reports, pacing and Data chat answers its data appears in.
- Until an account has a client, its data syncs but appears nowhere: not in dashboards, reports or Data chat.
- An account can belong to one client only.
- Assigning an account starts a sync straight away. Earlier days catch up as Orbit re-syncs them, up to 90 days back.
- When you choose accounts on a connection, Suggested means Orbit pre-filled a client because its name appears in the account’s name. Nothing is saved until you save.
- Find Accounts adds accounts already chosen on a connection that are missing from this list. It doesn’t fetch new accounts from the platform: to add those, open the connection from Integrations.
- Re-check account names from Google/Meta refreshes names for every connection whose accounts you pick from a list, not only Google and Meta. Google Analytics, Shopify and Amazon Marketplace aren’t included.