Overview

It helps you understand how users arrive on your website, how they convert, and how marketing performance connects to business outcomes.

The Overview dashboard is designed to help you answer questions such as:

This dashboard brings together data from:

At the top of the Overview dashboard, you can switch between two main views:

Data Table View displays detailed numeric data in table format.

This view is useful when you want to compare performance by source, campaign, ad campaign, ad group, or ad.

Use this view to review metrics such as:

Metric Chart View displays selected metrics visually over time.

This view is useful when you want to understand trends, compare performance changes, or monitor how different metrics move across a selected period.

You can compare multiple metrics at once and use the previous period comparison to identify increases or decreases.

At the top of the dashboard, you’ll see summary cards that highlight important metrics for the selected date range.

These cards may include metrics such as:

Each card also shows the percentage change compared with the previous period, helping you quickly identify whether performance is improving or declining.

Some cards also show a label, such as Website Tracking, Ad Platforms, or Both, to indicate the data source used for that metric.

You can customise which cards appear at the top of the Overview dashboard.

To do this, click Customise Cards.

From there, you can:

This allows you to focus the Overview dashboard on the metrics that matter most to your team.

The Overview dashboard separates data into two main areas:

This separation helps you understand whether a metric is coming from activity captured on your website or data reported by connected ad platforms.

The Website Tracking section includes:

Sources show performance grouped by the origin of your website traffic, such as Google, Facebook, Organic, Microsoft, ChatGPT, Affiliate, or other tracked sources.

This helps you understand which traffic sources are driving activity and revenue.

Campaigns show performance grouped by tracked campaign values, typically based on UTM parameters such as utm_campaign.

This helps you compare specific marketing initiatives or promotions.

The Ad Platforms section includes:

These tabs show performance data from connected advertising platforms.

Use this tab to compare performance across ad campaigns.

Use this tab to analyze performance at the ad group level.

Use this tab to review individual ad-level performance.

When viewing Ad Platform data, you can filter by connected ad source.

Available source filters may include:

This helps you focus only on the platform you want to analyze.

The Attribution By selector lets you choose how GrowthOptix assigns credit for conversions and revenue across marketing touchpoints.

Available attribution models may include:

Changing the attribution model updates the dashboard data based on the selected attribution logic.

For example:

The date range selector controls the time period shown in the Overview dashboard.

You can choose preset ranges such as:

You can also select a custom date range using the calendar.

When you change the date range, all cards, tables, and charts update automatically.

The Filter option allows you to narrow the dashboard data based on specific dimensions.

Available filters may include:

You can search for values, select one or more filters, and apply them to refine the dashboard.

This is useful when you want to focus on a specific traffic source, campaign, or marketing medium without leaving the Overview dashboard.

In Data Table View, you can use the Columns option to manage which table columns are visible.

This helps you simplify the table and focus only on the metrics you want to review.

Depending on the selected tab, available columns may include traffic, conversion, revenue, spend, cost, and attribution metrics.

A simple workflow is:

This workflow helps you move from a high-level performance summary to a more detailed investigation.

The Overview dashboard helps you connect marketing activity to business outcomes.

It allows you to:

If you have questions about the Overview dashboard, attribution models, filters, or how to interpret your metrics, you can contact us through the in-app chat and we’ll be happy to help.