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Refresh a client’s insights

4 stepsUpdated 13 Oct 2026

Select the client on the Insights page and press Refresh. Orbit checks that client’s last 30 days again straight away.

Before you start

Who can do this: Anyone at your agency, for the clients they can see
You need: Performance data for the client synced in the last 7 days.
Where in Orbit: Sidebar › Workspace › Insights

Steps

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

Open Insights.
Pick the client from the list at the top. Refresh stays greyed out on All clients.
Press . Its icon spins while Orbit checks the client’s data.
Read the updated list. If Orbit skipped the client, a note above the figures says why.

When it worked

The icon stops spinning and the page reloads with the client’s latest findings.

If something goes wrong

Refresh is greyed out.
No client is selected; its tooltip says “Select a client to refresh”. Pick a client first.
Orbit showsNo synced performance data for this client yet
Check the client’s ad accounts are assigned to them in Account Mapping and that the connection has synced.
Orbit showsLast sync was 200h ago
Insights need data synced in the last 7 days. Check the connection in the Dashboard’s Data sync card and fix it if it’s Failed or Stale.
Orbit showsData watermark (2026-09-30) is more than 7 days stale
The client’s newest day of data is more than 7 days ago. Check its connections are syncing.
Orbit showsFailed to refresh insights
Try again in a moment. If it keeps failing, email support.

How it works

Explainer: Where insights come from

Insights are rule-based: Orbit checks each client’s last 30 days of synced ad data, ending yesterday, for set patterns. It runs every night at 09:00 UTC and whenever someone presses Refresh.

What Orbit looks for
Finding	What it spots	Headline
Spend spike	A day’s spend far above the period’s daily average	“Unusual spend spike detected”
Creative fatigue	Click-through rate falling on a platform, campaign or creative	“… CTR declining — creative fatigue likely”, “Creative fatigue …”
Budget concentration	One campaign taking more than 40% of spend	“Budget concentration: …”
Strong campaign	CTR well above other campaigns on the same platform	“Scale opportunity: …”
Weak campaign	Spend going to a campaign with CTR well below its peers	“Budget efficiency risk: …”
Ad sets	Ad sets well above or below their peers	“Top ad set: …”, “Low efficiency ad set: …”
Creatives	Creatives well above or below their peers	“Best performing creative: …”, “Underperforming creative: …”
High CPC	Cost per click well above other campaigns on the platform	“High CPC alert: …”

The nightly run covers every active client.
Orbit only checks a client whose performance data synced in the last 7 days. Otherwise it skips that client.
Each run keeps findings with a confidence of at least 0.4, up to 15 per client.
Every current insight is Rule-based.

Explainer: Active, resolved and dismissed insights

Only Active insights appear. An insight resolves on its own when a later run no longer finds it, and stays hidden for everyone once someone dismisses it.

Insight statuses
Status	How it gets there	Shown?
Active	The latest run found it.	Yes
Resolved	A later run no longer found it. If it’s found again, it’s Active again.	No
Dismissed	Someone pressed Dismiss. Later runs keep it dismissed.	No

Dismissing affects your whole agency, not only you.
A dismissed insight can’t be brought back from the page.
Dismiss findings you expect, such as a conquesting campaign that’s meant to carry a high CPC.