Know how marketing is going without asking anyone.
Open the Overview and read your leads, sessions, clicks and spend for the window each card names, the funnel from search to lead, and what every workstream did last. Click any number and it opens to its source.
Which numbers tell me how marketing is going?
Four cards sit at the top. Each shows its current value, its change, a small trend line and the window it covers, trailing 30 days on most instances. Which four depends on what your business runs on and what is connected: form leads and cost per lead, website sessions, search impressions and organic clicks, average Google position, Google rating and review count, ad spend and the clicks it bought, articles published this year. The four are set with you at setup. Ask for a change from inside the screen and the request goes to the team, logged.
Click a card and it opens. You see the value now, the change, the window, the trend and a note that names the source in plain words: sessions on your site over the trailing 30 days from GA4, or clicks from Search Console with the impressions behind them. The note is written per card, so a lead count says which forms it counts and a rating says it is read from your Business Profile.
Set program goals with us and a goals card sits under the four. Each goal shows its current number against its target, a bar, and a line saying how it is counted. A goal that is met carries an on-target mark. A goal where lower is better, such as a cost-per-lead cap, reads the right way round: under the cap is on target. What we hold ourselves to sits on the same screen as what happened.
Where do people drop out between search and a lead?
The funnel shows it stage by stage. On a service business it runs search impressions, organic clicks, website sessions and form leads, each stage with its count and its change, so a stage that fills and does not drain is visible without a report. Where your CRM or booking platform is connected and its data is trustworthy, two more stages extend it: jobs created and jobs won.
Click a stage and you get its volume, its change and the note under it, which says where the count comes from. The leads stage counts submissions from your own forms, which land in a sheet on our side newest first. It does not count what an ad platform reports, and that distinction matters. On one instance a tag change silently stopped every conversion for six weeks. Google Ads reported zero. 21 real leads landed on the forms in the same period, and the owner, reading the ad platform, paused the campaign that carried every counted lead and cut its budget 90 percent. The lead watch exists because of that. It runs every day at 7:20am Eastern on an instance whose forms feed the sheet and makes five checks across the sheet, GA4 and Google Ads.
A revenue-by-channel card sits beside the funnel where the source of each sale is recorded, with revenue and share per channel. Where no source is recorded, the card is not shown. An empty card would be a guess dressed as a number.
What did the engines do this week?
The bottom of the Overview answers that with one tile per workstream. Each tile shows the workstream's name, its headline number and one line on what it does: organic clicks in the last 30 days with the impressions behind them, posts published this year with the days they publish, ad spend in the last 30 days with the clicks it bought, sessions from GA4 and Search Console. A tile opens its full view when that view is live. A source that is not connected gets no tile; it is left off rather than shown empty. An answer-engine score that has not been run yet reads being measured, not a number.
This is what runs on a schedule whether anyone is at a desk. Prospects are sourced weekly to your target profile. The ads change watch reads your ad account's change history every morning at 7:05 Eastern and reads the account's user list directly, because a change to who has access is not logged as a change event. The lead watch runs at 7:20. Content moves through queued, researching, writing and draft on your cadence, and each piece is filed as a Google Doc in your Drive. A fallback snapshot of the whole page bakes at 12:01am Central. The page itself pulls live when you open it.
This is what stays with a person. Budget and bid changes in your ad accounts are made by a person, never by a scheduled job. Prospect emails leave from a review-first queue; a person releases them, or the queue releases on the schedule set for the engagement, and every send is logged. Named priority accounts are always reviewed by a person. Whether content publishes on its own or waits for your approval is a setting on your instance.
Where did this number come from?
Click it. A panel opens with the number, its window, its change, its trend and a note naming the source. On the search view, click a keyword and you see its average position in Search Console, its change and its search volume. On the ads view, click a campaign and you see spend, conversions and cost per conversion. There is no number on the Overview that is a dead end, and the same drill-down works on the demo before you have an account.
Export gives you the screen as a file. The Export button in the top bar downloads what the open view shows as a CSV, named for the view. It reads the screen itself, so live-refreshed numbers export exactly as displayed. On the Overview that is the funnel, stage by stage.
The header tells you how old the data is. Next to the page title a stamp reads the time the data was pulled. Hover it and it says one of two things: the numbers were pulled live when you opened the page, or the live refresh was unreachable and you are reading the last saved snapshot. Press Refresh and a full pull starts, 2 seconds to a little over 3 minutes depending on how many sources you have, and the page reloads when the stamp moves. It never shows an error. It will not reload while you have a panel open or are typing, and it puts you back on the view you were reading.
What else can my team open?
The Overview is the first view in the left-hand menu. After it come Revenue and Leads. Then the channels: search, answer engines, Google Ads, content, outbound and email. Then the measurement views, analytics and social. Then the configuration views, website, integrations and settings. Then account, team, billing and branding. Each channel view has its own page in this section.
A view appears only when its source is connected. A business whose jobs live in a CRM or booking platform gets a Jobs view, and it shows a coming-soon card until the data behind it is trustworthy; a business that does not run on one never sees it. The Integrations view lists every source connected to your instance. Seats are three on Starter, three on Launch, ten on Growth and unlimited on Command. Invite each person by email from the Team view as a Member or an Admin. They sign in with a single-use magic link from login.trulata.com, and a removed seat stops working within 30 seconds.
How does it connect, and what will it not show me?
Our team connects it from the inside, with access you grant during setup. Every Google connection, Analytics, Search Console, Ads and Business Profile, is a manager invitation you can revoke in your own console. We do not hold your passwords. Your CRM, Stripe, your booking platform, your email platform and your website forms are connected the same way, by our team, with the access you grant. There is no wizard and nothing to install. Setup takes two to four weeks and is not billed: week one is access, week two is the first pull with baselines, the keyword set and the ads watch, and weeks three and four bring the content cadence, ads reports, email flows and goals.
Read the ceiling before you buy, because the sources set it, not us. Your CRM, Stripe, your booking platform, website leads and email statistics are live. Google Ads and GA4 intraday figures lag by hours. Search Console runs two to three days behind. Nothing on any instance reads your inbox, your calendar or customer card data. No system of ours logs a phone enquiry on its own; a phone lead counts only if your CRM records it. A tile we cannot fill from your accounts is left off the screen.
Check three things in the demo. Click a headline card and confirm the panel shows the window and the trend. Click a funnel stage and read the note under the count. Press Export on the Overview and open the file. The demo runs the same engine code as every client instance, on a fictional company with illustrative numbers, and there is no form to fill. It has no live sources behind it, so the Refresh button is not shown there; on your instance it is.
What the Overview reads.
| What | Where it comes from | How fresh |
|---|---|---|
| Headline cards | GA4, Search Console, your forms, Google Ads, Business Profile, Stripe, per instance | Live where the source is live; each card names its window |
| Program goals | Targets set with your team at setup | Move with the numbers under them |
| Pipeline funnel | Search Console, GA4, your forms; your CRM or booking platform where connected | Forms and CRM live; GA4 hours behind; Search Console 2 to 3 days |
| Revenue by channel | The recorded source of each sale | Shown only where a source is recorded |
| Workstream grid | Each engine's own record | As of that engine's last run |
| Drill-downs | The same sources, one level deeper | Same freshness as the card |
| Export | What the open view shows | As displayed at the moment you click |
Every headline card and funnel stage opens to its window and its source, and a source that is not connected is left off the screen rather than filled with a sample figure.
Questions, answered.
Can I change which four numbers are at the top?
Yes. They are set per instance at setup. Ask for a change from inside the screen and the request goes to the team, logged.
Is the funnel live?
Parts of it. Form leads and CRM stages are live. GA4 sessions run hours behind. Search Console impressions and clicks run two to three days behind, and the note on the stage says which.
Does every client get every view?
No. A view appears only when its source is connected. Jobs appears only where your CRM or booking platform is connected, and shows a coming-soon card until its data is trustworthy.
Can my whole team see it?
Yes. Seats are three on Starter, three on Launch, ten on Growth and unlimited on Command. Invite each person by email from the Team view as a Member or an Admin; they sign in with a single-use magic link, and a removed seat stops working within 30 seconds.
Do you send a report as well?
No PDF, by design. The screen is the report and it is newer than any PDF could be. The header stamp says when the data was pulled, and Export downloads what you are looking at as a CSV.
Can I try the Overview before buying?
Yes. Open demo.trulata.com. It runs the same engine code every client runs, on a fictional company with illustrative numbers, and every drill-down opens. There is no form to fill.
See it running
before you decide.
The demo is the real product on a fictional company, with no form in front of it. Pricing is three published tiers. Setup on your own accounts takes two to four weeks.
Open the live demo See pricing
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- Refreshed when you open itLive data on page load, never a monthly PDF
- Counted from your own formsLeads recorded server-side, compared daily with Ads and GA4
- Four answer engines, measuredChatGPT, Gemini, Claude and Grok, with a published denominator
- A review-first queue on every sendEvery draft waits in a review-first queue and every send is logged.