Open a client’s Performance report

Your client sees the Performance view in their portal, AI reports you’ve approved, and custom reports you’ve shared. Creative Score, Sales, BI dashboards and Pacing are for your team only.

• The strip above each view says which it is: “This is the report {client} sees in their portal.” or “Agency only.”
• The client’s reporting goal decides which metrics their Performance view shows.
• A portal page shows only while it’s switched on for that client in Settings › Client Navigation: Documents for AI reports, Reports for custom reports.

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.

• 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.

Every rate is worked out from totals, such as total spend ÷ total clicks, never by averaging daily or per-campaign rates.

• 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.

A connection can be healthy and still send nothing to a client’s dashboard. Usually an account isn’t chosen, has no client, or comes from a platform that doesn’t sync to reports yet.

• Needs accounts: the connection has no accounts chosen, so Orbit skips it. Press Finish setup → and choose them.
• Needs clients: it syncs, but some accounts have no client, so their data reaches no dashboard, report or Data chat answer. Assign them in Account Mapping.
• The platform doesn’t sync to reports yet. Only platforms marked Syncs to reports do.
• The account was assigned recently, so only recent days have filled in. Earlier days follow as Orbit re-syncs them.
• A teammate can’t see the client at all. Check their Client Access in Team.

Orbit and the ad platform can count the same campaign differently: Orbit’s ranges end yesterday, data arrives once a day, rates are blended from totals, and only accounts assigned to the client count.

• Today is never included. Every range ends yesterday, and yesterday is a UTC date. Compare against the same dates in the platform, without today.
• Data syncs once a day, and each sync refreshes the last 7 days, so recent days can still change when the platform adjusts them.
• The Last synced chip shows the client’s newest sync. It turns amber when that sync is more than 36 hours old.
• Rates such as CTR and CPA are calculated from summed totals, not averaged, so they can differ from an average you work out yourself.
• Purchases, leads and conversions are the ones your connection maps for Orbit, not whichever conversion columns you’ve chosen in the platform’s own reports.
• Performance Max’s auto-generated video is left out of video views, completions and video spend.
• Only ad accounts assigned to the client in Account Mapping count. An unassigned account’s data appears in no report.
• The Platform and Channel filters narrow every total, so clear them before comparing.