Your dashboard

Read the Overview tab

What your marketing brought in against what it cost: headline cards, today's briefing, goals, your pipeline and one tile per channel.

2 min read · Updated November 2, 2026

#How to read it

The Overview is your front page. It answers one question: what your marketing brought in against what it cost. Read it once a week and compare this week with last. When a number moves and you want to know why, ask on the Ask TruLata tab.

#At the top

While your first steps are open, the Get set up card leads the page. See Use the Get set up checklist.

Today's briefing is written each morning from your own numbers: a short summary, a few points and what to do today. Ask TruLata can go deeper on any of it.

If your dashboard has no numbers yet, the card Fill this dashboard with your numbers takes you to Integrations to connect Google.

#Headline cards

Each headline card shows a number, its change and the window it covers. Click one and a panel opens with the number now, the change, the window and a note on where it comes from. Read the cards against each other: ad spend beside form leads is the pair to watch.

#Further down

Program goals, where goals are set for your account, shows each target with a bar and an on target mark when it is met.

Pipeline funnel runs from a search to a lead. Revenue by channel, where it is set up for your account, shows what each channel brought in and its share.

At the bottom, Your channels, live has one tile per channel. Click a tile to open its tab.

#Questions

Why is there no briefing today?

It is written once each morning. If it is not ready, the card says so and Ask TruLata can walk you through your numbers now.

What does the window on a card mean?

The period the number covers, such as the last 30 days. Each card names its own window.

Can I make another tab my front page?

Where the Home tab is switched on for your account, Home opens first. See The Home tab.

Still stuck?

Ask on the Ask TruLata tab of your dashboard and it answers from your own numbers, or opens a ticket for a person. Or email support@trulata.com and a person on our team replies.

Send a request