Understand your dashboard
Start with the website, the dates, and one question you want to answer. These checks make the rest of the dashboard easier to read.
Start with these three checks
- Check the website name near the top.
- Check the selected date range.
The same website can look very different over one day and one month.
- Choose the card that answers your question.
Use the guide below. Leave the other charts for another time.
Find the right place
| Your question | Where to look |
|---|---|
| How close am I to my target? | Your Revenue Target |
| What sales have been recorded? | The revenue card |
| How are paid ads or AI search performing over time? | Follow the money → Paid ads or AI search |
| How much was refunded? | Follow the money → Refunds |
| Where do visitors and customers come from? | Where Is My Money Coming From? → Sources |
| Which pages are associated with revenue? | Pages & Checkout Links → Money Pages |
| Where do people stop before buying? | Map & Funnels |
See one channel or source in the chart
- Find Follow the money below the main numbers.
Select Paid ads or AI search for a quick view. Use Channel for another channel and Source for an individual service, such as Google Ads or ChatGPT.
- Choose Revenue + visitors, Revenue, or Visitors.
Revenue and visits have separate lanes and scales. Hover, tap, or focus a date to see the exact amounts. Keyboard users can move between dates with the arrow keys.
- Keep the scope clear.
These controls change the chart only. Revenue credit follows your selected attribution model. Visitor counts include people with a recorded visit from the chosen source; a person can appear under more than one source. The dashboard-wide Filters bar above the cards selects a group of visitors across the whole dashboard instead.
- Filter paid ads
Select Paid ads to see paid-ad revenue credit and visits from paid ads. This changes the chart only.
- Filter AI search
Select AI search to focus on AI referrals. Use Source above the chart to narrow the view to a service such as ChatGPT.
- Check refunds
Read the Refunds total for the selected dates and channel. This example shows $0.00. Recorded refund deductions appear as striped bars below zero.
Read sales, refunds, and net revenue
Solid bars show sales above zero. Striped bars show recorded refund deductions below zero. Diamonds and the labels above the bars show net revenue: sales minus refunds. A refund-only day can have negative net revenue.
Refunds appear on their recorded refund date, which can be later than the original sale. You will see a refund after your payment connection has recorded it. Net revenue is before payment fees and other business costs; it is not a bank payout or profit.
What a zero means
A zero can mean no activity was recorded for the selected website and dates. It does not always mean the installation failed. If visits are missing, check the connection. If only sales are missing, check payment reporting separately.
You are done when
You can find the card for your question and explain which dates it covers.
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