All guides, by feature
Filter insights by client, impact or confidence
Choose a client and range at the top of Insights, then narrow the list with the impact, channel and confidence filters or the status pills.
Before you start
- Who can do this
- Anyone at your agency, for the clients they can see
- Where in Orbit
- Sidebar › Workspace › Insights
Steps
Tick a step’s number when it’s done. We’ll remember where you were.
In the sidebar, open Insights. It opens on All clients and 7d.
Pick a client from the list, and a range: 7d, 30d, 90d or MTD. The figures and the list both follow these.
Narrow the list with , All channels and .
Or press a pill, such as Budget risk, to show only those insights. Press it again to clear it.
Press Clear filters to reset the impact, channel, confidence and pill filters.
When it worked
The list shows only the insights that match, highest impact first.
If something goes wrong
Orbit showsNo insights match the current filters.
Press Clear filters →, or pick a wider range.
Orbit showsNo insights generated yet for this period.
Try 30d or 90d. If a client has none at all, select it and press Refresh.
An insight on the Dashboard isn’t here.
The Dashboard opens on 30d and Insights on 7d. Press 30d to match.
The figures at the top didn’t change when you filtered.
The impact, channel and confidence filters and the pills only narrow the list. The figures follow the client and range.
How it works
Explainer: Impact badges and status pills
Every insight has an impact badge: High impact, Medium impact or Opportunity. The pills above the list group insights by kind: Budget risk, Watch items and Opportunities.
| Badge or pill | Insights |
|---|---|
| High impact | Falling CTR on a platform, and budget efficiency risks |
| Medium impact | Spend spikes, budget concentration, creative fatigue in a campaign or creative, low-efficiency ad sets, underperforming creatives and high CPC |
| Opportunity | Scale opportunities, top ad sets and best-performing creatives |
| Budget risk (pill) | Budget efficiency risks, low-efficiency ad sets, underperforming creatives and high CPC alerts |
| Watch items (pill) | Spend spikes, creative fatigue and budget concentration |
| Opportunities (pill) | The same insights as the Opportunity badge |
- Each pill shows its count. Select a pill to show only those insights; select it again to show all.
- Impact and pill are separate: a Budget risk can be High or Medium impact.
- A card’s tags show the platform, such as Meta or Google Ads, the channel, and the level: Account, Campaign, Ad Set or Creative.
Explainer: Confidence scores
Confidence runs from 0 to 1 and shows how much data backs a finding: how many clicks or impressions, and over how many days. Higher means more data behind it.
- It shows on each card’s meta line, such as “Rule-based · Confidence 0.82 · Sep 12 – Oct 11”.
- Orbit keeps findings with a confidence of 0.4 or more.
- Use Confidence ≥ 0.80 or Confidence ≥ 0.90 to see only the best-supported findings.
- The list is ordered by impact, then confidence, then newest first.
Explainer: The figures above the insights
The tiles above the filters cover the client and range you picked: Spend, ROAS, Conversions and Revenue Δ. The impact, channel and confidence filters and the pills don’t change them.
| Figure | How it’s worked out |
|---|---|
| Spend | Total ad spend in the range, worked out the same way as the Dashboard’s Managed spend. |
| ROAS | Revenue ÷ spend, such as “3.42×”. Shows “—” when there’s no spend. |
| Conversions | Total conversions in the range. |
| Revenue Δ | Revenue against the same number of days immediately before the range, for every range including MTD. Shows “—” if there was no revenue then. |
| Channel breakdown | Each channel’s share of spend in the range. |
- Ranges end yesterday (UTC), like the Dashboard’s. Insights opens on 7d.
- The client list and range buttons change these figures and the list. The other filters change the list only.