Dashboard Overview
Your central hub for monitoring campaign performance, AI insights, and quick actions.
The Dashboard is your command center—everything you need to understand campaign performance in one view.
Welcome Header
When you land on the Dashboard, you see a personalized greeting and controls for your view.
| Element | Description |
|---|---|
| Greeting | Personalized welcome with your first name |
| Date Range Selector | Filter all data by: Last 24 Hours, 7 Days, 30 Days, or 90 Days |
| Refresh Button | Manually refresh all dashboard data |
The date range affects all metrics, charts, and insights displayed on the page.
Key Metrics Cards
Four stat cards show your most important KPIs at a glance.
Total Spend
| Metric | Details |
|---|---|
| Value | Total ad spend across all campaigns |
| Subtext | Shows number of campaigns included |
| Icon | Dollar sign (emerald gradient) |
Average ROAS
| Metric | Details |
|---|---|
| Value | Return on Ad Spend across all campaigns |
| Color | Green if >= 2.0x, Amber if below |
| Subtext | "Strong performance" or "Room for improvement" |
ROAS of 2.0x or higher indicates profitable campaigns.
Conversions
| Metric | Details |
|---|---|
| Value | Total conversion count |
| Subtext | Shows number of active campaigns |
| Icon | Target (teal gradient) |
Active Campaigns
| Metric | Details |
|---|---|
| Value | Number of currently active campaigns |
| Subtext | Shows total campaign count |
| Icon | Lightning bolt (amber gradient) |
Performance Chart
An interactive area chart visualizes your daily performance trends.
Chart Data
| Line | Color | Represents |
|---|---|---|
| Spend | Green | Daily ad spend in dollars |
| Conversions | Amber | Daily conversion count |
Chart Features
| Feature | Description |
|---|---|
| Time Axis | Date labels (e.g., "Dec 15", "Dec 16") |
| Hover Tooltip | Shows exact values for any date |
| Gradient Fill | Visual area under each line |
| Responsive | Adapts to screen size |
The chart updates based on your selected date range (7 days shows 7 data points, 30 days shows 30, etc.).
AI Insights Panel
The AI Insights panel delivers smart optimization recommendations based on your campaign data.
Insight Types
| Type | Icon | Color | Meaning |
|---|---|---|---|
| Warning | Triangle | Amber | Issue needs attention |
| Opportunity | Lightbulb | Green | Potential improvement found |
| Success | Checkmark | Green | Something is working well |
| Info | Brain | Amber | General recommendation |
Insight Actions
Each insight may include an action button:
| Button Text | What Happens |
|---|---|
| View Campaign | Opens the specific campaign for review |
| Fix Now | Navigates to the relevant settings |
| Learn More | Opens detailed documentation |
Run Audit
Click the refresh icon in the AI Insights header to run a deep audit:
| Step | Description |
|---|---|
| 1 | AI analyzes all campaign data |
| 2 | Health score calculated (0-100) |
| 3 | New insights generated |
| 4 | Toast notification shows score |
Top Performers
Shows your best-performing campaigns ranked by ROAS.
Ranking Display
| Rank | Badge Color | Meaning |
|---|---|---|
| #1 | Gold | Best performer |
| #2 | Silver | Second best |
| #3 | Bronze | Third best |
Campaign Info
Each campaign card shows:
| Field | Description |
|---|---|
| Name | Campaign name (truncated if long) |
| Objective | Campaign objective (Sales, Traffic, etc.) |
| Spend | Total spend for this campaign |
| ROAS | Return on Ad Spend (large, emerald text) |
Click any campaign to open its detail page.
Recent Activity
A timeline of the latest events from your account.
Activity Types
| Type | Icon | Example |
|---|---|---|
| Status Change | Checkmark (emerald) | "Campaign reached target ROAS" |
| Autopilot | Lightning (amber) | "AI adjusted budget for campaign" |
| Warning | Triangle (amber) | "Ad set has declining CTR" |
| Sync | Refresh (gray) | "Synced 12 campaigns from Meta" |
Each activity shows the event description and time since it occurred.
Quick Actions
Four shortcut buttons for common tasks.
| Action | Icon | Destination |
|---|---|---|
| New Campaign | Megaphone | /campaigns/new |
| AI Copy Generator | Wand | /ai/copy-generator |
| Creative Studio | Sparkles | /creative-studio |
| View Analytics | Chart | /analytics |
Hover effects include icon scaling and color transitions.
Empty States
When you first start or have no data:
| Section | Empty Message |
|---|---|
| Metrics | Shows $0 / N/A / 0 values |
| Chart | "No trend data available for this period" |
| AI Insights | "No active recommendations. Run an audit to generate new insights" |
| Top Performers | "No campaign data yet" |
Data Refresh
Dashboard data refreshes in these scenarios:
| Trigger | What Updates |
|---|---|
| Page Load | All sections refresh |
| Date Range Change | All sections refresh with new range |
| Refresh Button | All sections refresh |
| Sync Campaigns | Stats and campaigns refresh |
| Run Audit | AI Insights refresh |
Recap
The Dashboard provides:
- At-a-Glance Metrics - Total Spend, ROAS, Conversions, Active Campaigns
- Visual Trends - Interactive chart showing spend vs. conversions over time
- AI Intelligence - Smart recommendations with one-click actions
- Performance Rankings - Your top campaigns by ROAS
- Activity Timeline - Recent events and changes
- Quick Access - Shortcuts to campaign creation and AI tools
Start each day here to understand what needs attention and where opportunities exist.
Key Takeaways
- 1Monitor Total Spend, ROAS, Conversions, and Active Campaigns at a glance
- 2Interactive performance charts with daily trends
- 3AI-powered insights with actionable recommendations
- 4Quick access to campaign creation and AI tools
Frequently Asked Questions
How often does dashboard data update?
What does the ROAS color indicate?
How do I get AI insights?
Can I customize the date range?
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