All guides, by feature

Break down results by campaign, platform or creative

4 stepsUpdated 13 Oct 2026

Ask for results “by” campaign, ad group, creative, platform, channel or day. Breakdowns by age, device or location need a platform Data chat can query directly.

Before you start

Who can do this: Anyone at your agency
Where in Orbit: Sidebar › Workspace › Data chat

Steps

Tick a step’s number when it’s done. We’ll remember where you were.

Open Data chat and ask for a breakdown, for example “Top 10 campaigns by conversions last month”.
Press Ask. The answer includes a table.
Press View chart to chart it. Results by day open as a line chart on their own.
To go deeper, ask a follow-up such as “break that down by ad group”. It keeps the same period.

When it worked

The answer shows a table with a row for each campaign, platform or day, and a chart for tables of numbers.

If something goes wrong

Orbit showsIf it helps, I can answer this at a grain we do hold — ask for it by campaign, ad group, creative, platform or channel and I'll pull it.
Orbit doesn’t store that breakdown, and Data chat can’t query that platform directly. Ask by campaign, ad group, creative, platform or channel instead.
Orbit showsThe date range is too large to summarise within the database time limit. Try a narrower range.
Ask about a shorter period, or split it into parts.
The list stops before the end.
Breakdowns show the top rows. Ask for a number, such as “top 50 campaigns by spend”.
There’s no chart.
Charts need a table with at least two columns, two rows and a column of numbers. Ask for a table, such as “spend by campaign”.

How it works

Explainer: What Data chat can answer, and where answers come from

Data chat answers from the same synced performance data as your clients’ reports. Questions about your setup come from Orbit’s own records, and a few kinds of question need the platform itself.

Where each kind of answer comes from
You ask about	Data chat answers from
Spend, clicks, conversions, revenue and other results	Orbit’s synced performance data, the same data as performance reports.
Your setup: clients, connections, mapped accounts, sync status	Orbit’s own records, counted directly.
“Why” follow-ups about an earlier answer	Only the numbers already shown in the conversation.
Today’s numbers	The platform directly, where it can be queried. Otherwise complete days only.
Age, gender, device, placement, location, keyword or hour	The platform directly, where it can be queried. Otherwise it says it can’t.
HubSpot, Salesforce, Slack, Google Drive, monday.com or BigQuery	That source directly, since its data isn’t stored with your ad results.
Something it can’t pin down	It asks you what you meant, with options to pick.

Results can be split by date, platform, channel, account, campaign, ad group or ad set, creative and client.
Metrics are spend, impressions, clicks, conversions, revenue, leads and purchases. CTR, CPC, CPM, CPA and ROAS are worked out from the summed totals.
If the synced data has nothing for your period, Data chat says so. It never fills the gap with numbers from the platform, so it stays in line with the report.
Answers are read-only. Data chat never changes anything on a platform.

Explainer: When Data chat asks a platform directly

Data chat asks a platform directly only when Orbit’s synced data can’t answer: for today’s numbers, a breakdown Orbit doesn’t store, or a source whose data isn’t synced.

It does this through the connection you added for that platform in Integrations. These can’t be queried directly, so questions that need it get complete days only, or a note that the breakdown isn’t available:

Shopify and Amazon Marketplace, because their raw records include customers’ personal details.
The Trade Desk and Amazon Ads, which reach Orbit another way. Data chat answers about them from synced data only.
A question answered this way can count more than once toward your hourly limit: once for each query Data chat runs on the platform.

Limits: What Data chat can’t do

Data chat reads your data; it can’t change it. It also can’t answer from data Orbit doesn’t hold and can’t reach.

Change anything on a platform, such as pausing a campaign or moving budget.
Show today’s numbers for a platform it can’t query directly. It answers through yesterday and says so.
Break results down by age, gender, device, placement, location, keyword or hour for a platform it can’t query directly.
Answer about HubSpot, Salesforce, Slack and similar sources unless it can query them directly.
List a source’s tables or columns unless it can query that source directly.
Answer about a platform or channel name that doesn’t match your data. It tells you which names do.
Convert currencies. Amounts are added up as they are.