Performance: Overview

Performance brings together a client’s channels in tabs: Overview, Paid media, Organic, SEO, Leads & sales and Market. Overview is the summary: it fits in about two screens and tells you whether the period was good, where the result came from and what needs a decision. Each card leads to the channel tab with the same period.

Before you start

• Enter the client (or use your own account, if you are a company) and click Performance in the sidebar.
• Connect at least one source: Meta Ads or Google Ads for paid media, GA4 for the site, Search Console for search. See Available sources.
• Set the client’s business type so Result and Key metric make sense.
• Available on all plans.

Step by step

1. 1
   Step 1

   Check where the numbers come from

   Before any number, the top shows the trust badges: when the data was updated (All sources · updated 20 min ago), how many sources answered (4 of 4 sources synced) and, if any, how many are down. If a badge shows a source down, the numbers below are lower than reality.

   Illustrative screen

   Korra/Performance

   Ask RelatorAIPT

   OverviewKorra / Overview

   Share4

   Overview2

   Paid mediaOrganicSEOLeads & salesMarket

   All sources · updated 20 min ago · 4 of 4 sources synced

   1

   PeriodLast 30 days

   ComparePrior period

   3

   SpendR$ 48,320.00+8.4%

   RevenueR$ 212,940.00+12.1%

   ROAS4.41x+3.4%

   Sessions184,230−2.3%

   1. 1Trust badges: freshness and source coverage.
   2. 2Performance tabs. Switching tabs keeps the period and the comparison.
   3. 3Period and comparison apply to the whole view.
   4. 4Share copies the link with tab, period and comparison.

2. 2
   Step 2

   Pick the period and the comparison

   The default is Last 30 days against the Prior period (the 30 days before). Shortcuts go from Today to Last 90 days, including This week, This month and Last month, plus Custom. For the comparison, choose Prior period, Prior year or No comparison.

3. 3
   Step 3

   Read the four numbers

   The first row shows Spend, Result, Key metric and Sessions. Result and Key metric follow the business type: revenue and ROAS for online stores, leads and CPL for lead generation, conversions and CPA for apps and local businesses. Each card’s footer tells you which source answered for the number.

4. 4
   Step 4

   See the period trend

   Period trend plots spend per day next to result per day, each with the previous period dashed. That way you see the day something changed. With no paid media connected, the main curve becomes sessions.

5. 5
   Step 5

   Use the channel summary

   Summary by channel has a card for Paid media (clicks, CTR, CPC and the Meta/Google split), Organic (users, engagement, sessions per user) and SEO (search clicks, impressions, average position). See details opens the tab with the same period. A channel with no source shows dashed, with Connect a source.

6. 6
   Step 6

   Deal with what needs attention

   Needs attention lists data trust problems first (a source down, behind, or without its first sync) and then metrics with no denominator (spend with no conversion recorded, no revenue source). The screen shows the first three; the counter tells you how many there are. Next to it, the RelatorAI reading sums up the period.

   Illustrative screen

   Korra/Performance

   Ask RelatorAIPT

   Overview

   Needs attention · 2 items

   • 

     Google Ads is 2 days behindLast data on Oct 5. The most recent days have not arrived yet.

     WarningView connections

     2
   • 

     Spend with no conversion recordedEither the campaigns did not convert, or conversions are not reaching Relator.

     Warning

   1

   RelatorAI readingBeta

   ROAS rose 3.4%, driven by "Black Friday — Conversion", which holds 41% of spend. Suggestion — review before deciding.

   3

   1. 1Needs attention, with the item counter.
   2. 2Each item’s action takes you to where it’s fixed (e.g. View connections).
   3. 3RelatorAI reading: an automatic summary, always to be reviewed.

Navigate and share

Switching tabs from the bar keeps the period and the comparison, because it is a comparison, not a new query. The sidebar, on the other hand, opens Performance on the default. The Share button copies the screen’s address with tab, period, comparison and sorting: anyone with access to the client opens exactly the same reading.

Common problems

• "No source connected for this view": connect a source in Sources. See Manage connections.
• "Set the client’s business type" instead of the result: change the type in the client profile.
• Numbers different from the platform: time zone, attribution window and sync delay explain most of it. See Differences from the platforms.
• "Couldn’t load the overview": click Try again; if it persists, one of the sources may be down.