Mission Control

Your seat decides your Mission Control board: its north star, its telemetry and its ops jobs. It comes from the Specialty Role an Owner or Admin sets for you in Team.

The north star below is what a seat shows when no goal is set for it. Once an Owner or Admin sets a north star goal in Goals, the tile shows that KPI against its target instead.

Board figures run up to today and are worked out when you open the page. “30 days” on the board means the 31 calendar days from 30 days ago through today.

• Paid Search and Paid Social both get the Paid Search & Social seat. An Owner or Admin with no matching specialty gets Executive.
• Specialty wins over System Role, so an Admin whose specialty is Analytics gets the Analytics board.
• Creative and Other have no board yet, and nor does a Manager or Specialist with no specialty. They see “No board is set up for your specialty yet.”
• You can’t choose your own seat. Ask an Owner or Admin to change your Specialty Role in Team.
• Goals marked Show on Mission Control are added to the top of Telemetry.
• The footer shows your seat and your reach, such as “Scope · 4 assigned clients”. Every figure narrows to those clients.

A Specialty Role names the work someone does, such as Paid Search or Strategy. It doesn’t change what they’re allowed to do. It can decide which clients they see, and which Mission Control board they get.

Client Access can show someone every client with the service that matches their specialty, for example All Paid Search clients. Specialties with no matching service can’t use that option, so assign their clients one by one.

Mission Control is switched on for some agencies only. Where it is, the board follows the specialty. An Owner or Admin whose specialty has no board sees the Executive board.

The big number in the middle of your board. With a goal set, it shows the goal’s KPI for its period, “of” the target, and a status pill. Without one, it shows your seat’s built-in figure.

• Each figure shows its source underneath.
• Board figures run up to today. The Dashboard stops at yesterday (UTC), so the two rarely match exactly.
• Once a goal is set, its KPI and period replace the seat’s built-in figure, so the number can change.

On weekday mornings, Orbit reads your Gmail, Google Calendar and your clients’ data and ranks what needs you today. The ranking fills Focus and Up next.

A brief is scheduled for you once you have a seat and have connected Gmail or Google Calendar in your Profile. It runs on weekdays at 07:00 your time, or at the hour you choose in your Profile.

If a run fails, Orbit tries once more on its own. On weekdays between 07:00 and 19:00 your time, Orbit also checks your mail and Calendar regularly and runs the brief again when new mail arrives.

The line under your name says how current the brief is, and offers Retry or Re-rank when it would help.

• Orbit notifies you with “Your morning brief is ready”, or “Your morning brief ran with gaps” when a source couldn’t be read.
• With voice turned on in your Profile, Read aloud plays the brief.

Focus lists the calls your morning brief ranked for now, each with offers such as Draft a response. Done and Not now take an item off the board.

Each call shows a headline, context and a few bullet points. Email threads have Open, which opens the thread in Gmail.

Without a brief, Focus shows your top 3 active insights from the last 7 days instead.

Up next holds what the brief didn’t pick for now, grouped Also today, This week and Next week. Filter it with All, Email, Meetings, Pacing or Recommendations. Still open lists recent recommendations nobody has marked yet.

• Done and Not now both hide the item. An email thread comes back either way when a newer message arrives on it.
• Other items, such as recommendations and pacing, stay hidden for as long as Orbit keeps finding the same thing.
• There’s no undo for Done or Not now.

Anything that would reach a client or someone’s calendar waits in Approvals until you press Approve. Each card says exactly what approving does.

• You see only requests made for you that nobody has decided yet.
• A card can carry a risk label: Moves money or Goes outside Orbit.
• Report requests show page previews and a link to open the file. Meeting requests tag each attendee “free” or “not checked”.
• Reject turns the request down and removes the card.
• A Specialist can’t approve sending a report. Pressing Approve shows “Sending a report to a client needs an admin or manager. Ask one to approve it.”
• Voice can’t approve anything. Every approval needs a tap.

Each job on the Ops board builds a document in one tap. Builds land in your Library. A build for a client is also filed in that client’s Documents, where only your agency can see it until you share it.

• A build usually takes 2 to 5 minutes. Its badge moves from queued to building to ready or failed. You can leave the page; Orbit notifies you, for example “QBR deck is ready”, or “… needs a look” if its review found issues.
• Period offers single calendar months: this month and the five before it. A monthly build is compared with the same number of days immediately before it, so October is compared with Aug 31 – Sep 30. Both date ranges are printed on it.
• Renewal risk memo, Status roundup, Board update, Pacing summary and Data trust report cover your whole book, so they stay in your Library only.
• The Library shows your 3 most recent builds. Each has a badge: internal (only your agency can see it), awaiting tap (waiting in Approvals) or shared (the client can see it).
• The line under a build, such as Reviewed or Reviewed with issues, shows the result of Orbit’s check of the build. Hover it to read any issues.
• Jobs that are checks or money moves rather than documents aren’t shown. Orbit sets each seat’s jobs; your agency can’t add them.

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.

• 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.

A goal’s period, set in Measured over, is the stretch of time its actual is counted over. Every period ends today, in your agency’s timezone.

• Each KPI offers only the periods it can be measured over. A KPI with no date to slice by, such as Clients on plan, is Always on only.
• The timezone is shown above your goals: “Periods are computed in …”.
• Fiscal year and Quarter follow the Fiscal year starts month in your defaults.
• If a Reach goal reads well over target, check the period matches how the target was set, for example an annual target on a Fiscal year goal.