All guides, by feature
Change which metrics a client’s report shows
Set the client’s reporting goal on their Reporting tab. It changes their Performance report for your team and in their portal.
Before you start
- Who can do this
- Agency Owner or Admin
- Where in Orbit
- Sidebar › Workspace › Reports
Steps
Tick a step’s number when it’s done. We’ll remember where you were.
Open Clients, choose the client, then open the Reporting tab.
Under Portal report, choose a : Ecommerce, Lead gen, Ecommerce + lead gen or Ecommerce + start trials. Each option lists its headline metrics.
Press Save reporting goal.
Orbit asks you to confirm, for example “Switch Acme to Lead gen?”. Press the Switch to button for your goal.
When it worked
Orbit confirms “Reporting goal set to” followed by the goal. The client sees the new metrics the next time they load their portal.
If something goes wrong
You can’t change the goal.
Only an Agency Owner or Admin can change a client’s reporting goal. Ask one of them.
CPL shows “—” on Ecommerce + lead gen.
That goal counts only leads your connection maps as leads, and none were found. Use Lead gen instead, which counts every conversion as a lead.
Purchases show 0 on Ecommerce.
The client’s connections report no purchases. If they track leads instead, switch them to Lead gen.
How it works
Explainer: Reporting goal: which metrics a report shows
Each client has a reporting goal. It sets the headline tiles, the strip of smaller metrics and the campaign table columns in their Performance report, for your team and in their portal. A client with no goal set shows Ecommerce.
| Goal | Headline tiles | Also in the strip |
|---|---|---|
| Ecommerce | Spend, Revenue, ROAS, Purchases | CPM, CPA, CPP |
| Lead gen | Leads, Cost per lead, Spend, CPM | Lead rate, CPA, Revenue |
| Ecommerce + lead gen | Spend, Revenue, ROAS, Leads, Purchases | CPM, CPP, CPL |
| Ecommerce + start trials | Spend, Revenue, ROAS, Start Trials, Purchases | CPM, CPP, CPST |
- Every goal’s strip also shows Impressions, Clicks, CTR, CPC, Video views, VCR (100%) and CPV.
- Lead gen counts every conversion as a lead. Ecommerce + lead gen counts only the leads your connection maps as leads, separately from purchases.
- Ecommerce + start trials reads start trials, which are a subset of purchases, so the two are never added together.
- An Owner or Admin changes the goal on the client’s Reporting tab. The client sees the new metrics the next time they load their portal.
Explainer: How each Performance metric is calculated
Every rate is worked out from totals, such as total spend ÷ total clicks, never by averaging daily or per-campaign rates.
| Metric | How it’s calculated |
|---|---|
| CTR | Clicks ÷ impressions |
| CPC | Spend ÷ clicks |
| CPM | Spend ÷ impressions × 1,000 |
| CPA | Spend ÷ conversions |
| CPP | Spend ÷ purchases |
| CPL | Spend ÷ mapped leads |
| CPST | Spend ÷ start trials |
| ROAS | Revenue ÷ spend, shown as “x” |
| VCR (100%) | Completed video views ÷ video views |
| CPV | Spend on rows that delivered video ÷ video views |
- On the Lead gen goal, Leads are conversions, Cost per lead is spend ÷ conversions, and Lead rate is conversions ÷ clicks.
- Performance Max’s auto-generated video is left out of video views, completions and video spend. Its spend, clicks, conversions and revenue still count.
- A cell shows “—” instead of 0 when nothing was measured, such as no video, or no mapped leads or start trials. Hover it for the reason.
- Change figures are (this period − comparison) ÷ comparison. A comparison of 0 shows “n/a”, moves under 0.2% stay grey, and cost metrics turn red when they rise.
- A Total row recalculates its rates from the summed totals, so its CTR won’t equal the average of the rows above it.