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Capabilities

Know what your social channels are doing, on the same screen as your leads.

The social view reads audience and engagement from each connected platform and ranks your top posts. It is analytics, not a scheduler: open one dashboard instead of five apps, and read social beside search, ads and the leads that came in.

What do I see for each platform?

One table, one row per connected platform, three columns: platform, audience, engagement. Click a row and it opens to that platform's reach, post performance and audience growth. Above the table sits a stat row with the period's totals, so the numbers you check first are the first thing on the screen.

On a live account the stat row carries what your connected sources supply. Where your Facebook Page and its Instagram account are connected, that means Facebook followers, Instagram followers and your Instagram post count. Where your posts go out through your CRM's social planner and that planner is connected, the row also carries posts and post interactions over the last 30 days and Facebook page views over the same window.

The table is labelled read-only analytics on the screen, and it reads every connected platform whether we post to it, you do, or someone else does. A channel someone else runs still gets its row, because the point of the view is the whole picture, not the part we touch.

A platform that cannot be read is left off rather than shown at zero, and so is a channel with nothing posted to it. A row of zeros says a channel is being run badly when the truth is that it is not being run at all, so we do not show one.

Social sits under Measure in the sidebar, next to Analytics, and the two are built to be read together. The Analytics view groups sessions the way GA4 does, with organic social as its own channel, so the audience you see here and the visits it sent to your site are two clicks apart.

The Social view: stat cards for reach, engagements, followers, growth and engagement rate, and a read-only by-platform table with audience and engagement per platform.

Which posts worked?

The top posts card ranks your posts by engagement for the period, each with its caption, its date, its type and its count. What worked sits on the same screen as what was spent on Google Ads and what came in through your forms, so you read the three together instead of in three tabs.

Where the posts come from depends on where they went out. Where your Instagram business account is connected, the card reads your 25 most recent posts through Instagram's API and ranks them by likes plus comments. Where your posts go out through your CRM's social planner and that planner is connected, the card reads the planner's own post analytics, with likes, comments and shares per post.

Read the card against the rest of the screen. Say three posts carry most of the period's engagement and all three are photos of finished work. That tells you what to make more of. Then open Analytics: if organic social sessions rose in the same window, those posts sent people to your site; if they did not, the posts were seen, liked and nothing more. Then open Leads and count what came in through your forms. A post earns its place when it moves the next number along, not when it collects one of its own.

Under the card, one line says how the view runs on your account: who writes and designs the posts, who approves them, how the card is ranked and, where a scheduler is connected, when the last post published. A number with no story next to it is a number you have to go and ask about, so the story is printed.

The Leads view: a table of inbound requests newest first with received time, name, contact, interest and company, a search box, interest and company filters, and a Live badge.

Does this post to my accounts?

No. This view reports what happened; it does not publish. Nothing the dashboard can write calls Meta, and every call we make through your Meta access is a read.

Where we run your social, our team posts through your own scheduling tools, and where you want a say on each post, the approval happens there: some clients review every post in an approval flow before it publishes. That flow is kept separate from this view on purpose, so your numbers never sit in the same place as your approvals.

Paid social is a separate screen too. Where we build ad creative for you, a per-client Creative view shows each ad exactly as it will run and records your decision. Approving spends nothing on its own; a person turns an ad on in your own ad account, and budget and bid changes are made by a person, never by a scheduled job. Spend, reach and results from your Meta ad account are not on the dashboard today.

Every seven days a check verifies that each Meta token we read through is still valid, is not within 14 days of expiry and carries no permission to post to a Page, and anything off goes to our team the same morning. If it were ever needed, every Meta read switches off on our side in one step, without touching your Page.

The search view: stat cards for organic clicks, keywords ranking, keywords in the top 3, referring domains and domain rating, and a top keywords table with position, change and monthly volume.

How do I connect a platform?

Through Meta Business Manager, in week one of setup. You share your Facebook Page, and the Instagram business account linked to it, into our Business Manager, alongside the Google manager invitations. Where we already run your ads, that step is already done. There is no login form on the dashboard, no OAuth button and no password handed over. The access lives on Meta's side, where you granted it, and you can withdraw it there.

Our team links the Page to your business in the per-client map, and the social view appears once it is linked. A view whose source is not connected stays hidden rather than filling with a sample, so a business with no social presence never opens an empty table.

Meta is the platform read today. Other platforms are connected on request where their APIs allow read access: the Integrations view carries a request button, the request goes to the team and is logged. Where your posts go out through your CRM's social planner, that planner is read as well, for post-level analytics.

Here is exactly what Meta supplies. From the Page: followers, post engagements, page views and post reactions over a 28-day window, plus new follows over a 30-day organic window. From Instagram: followers, post count, reach, views, profile views, accounts engaged, total interactions, likes, comments, shares, saves, website clicks and new follows. Each metric is requested on its own, so a metric Meta stops publishing is left off rather than allowed to break the pull, and a figure missing from the screen means Meta did not return it.

The Google Ads view: five stat cards for spend, conversions, cost per conversion, ROAS and impression share, and an active campaigns table with spend, conversions, cost per conversion and a Running status per campaign.

How fresh are the numbers?

As fresh as Meta publishes them, and the header stamp says when the data was pulled. Meta is not live and we do not label it live. Across the dashboard, your CRM, Stripe, website leads and email stats are live; Google Ads and GA4 lag hours intraday; Search Console runs two to three days behind; Meta runs on Meta's schedule.

The dashboard refreshes because you opened it. The page loads last night's snapshot first, fetches the cached live payload instantly, and if that snapshot is older than five minutes a pull runs behind the page. The Refresh button in the topbar starts a fresh pull, which takes from two seconds to a little over three minutes, and reloads the page when the stamp moves. It never shows an error: a slow pull ends in a reloaded page whose stamp says how old the data is.

Every night at 12:01am Central a fallback snapshot is baked for every client from one registry, so the social section is re-read at least daily whether anyone is at a desk. A failed pull or a failed syntax check leaves the previous page up. You never open an empty view or a broken one.

Read the stamp before you read the numbers. A follower count pulled this morning and a post count pulled last night are both on the screen with the time they were read, and that is the honest way to show a source that publishes on its own schedule.

When it is read
On opensnapshot first, then a pull if older than 5 minutes
Refresh button2 seconds to a little over 3 minutes, then reload
Nightly12:01am Central fallback bake
Meta insightson Meta's schedule

What should I check in the demo?

Open demo.trulata.com. There is no form. It runs the same engine code every client runs, for a fictional company with illustrative numbers.

Open Social under Measure and check three things. First, the stat row and the by-platform table: the demo lists five platforms with illustrative figures so you can see the shape of a full table, and a live account lists only the platforms connected on your account. Click a platform row and watch the drilldown open. Second, the Top posts card: three posts, each with its platform and its engagement, ranked. Third, the line at the bottom of the card that says how the view runs, which on a live account names who posts, who approves and when the last post went out.

Then open Analytics and find organic social in the traffic-by-channel card, and open Integrations to see how a connected source is listed by category. That is the whole loop this view is built for: what was posted, who saw it, and what it sent to your site.

The Command Center and every read-only view in it, the social view included, are on all tiers; the full list of what each tier includes is on the pricing page. The view appears on your account once a platform is connected, and setup takes two to four weeks with the Meta access gathered in week one.

The Analytics view: a twelve-month sessions bar chart, traffic by source bars for organic search, AI referrals, direct, social, outbound and paid, and a top pages table with views and average time.
The spec

What the social view reads.

WhatWhere it comes fromHow fresh
Audience and engagementFacebook Page and Instagram insights, where connectedMeta's schedule; 28 and 30 day windows
Top postsInstagram's API, or your CRM's social planner where posts go out through itOn each pull
PostingNot from this viewNever
PlatformsMeta today; others on request where read access is availablePer account
Read-only by design

Every call we make through your Meta access is a read, and a check every seven days confirms the token still carries no permission to post.

FAQ

Questions, answered.

Does the social view post to my accounts?

No. It reads audience, engagement and top posts, and every call through your Meta access is a read. Posting, where we do it, goes through your own scheduling tools.

Which platforms are read?

Meta today: your Facebook Page and the Instagram business account linked to it. Other platforms are connected on request where read access is available, and your CRM's social planner is read where your posts go out through it.

Do you read platforms you do not manage?

Yes, where connected. The table is labelled read-only on the screen and shows every connected platform, whoever posts to it.

How fresh are social numbers?

As fresh as Meta publishes them. The dashboard re-reads them when you open it and the snapshot is older than five minutes, and again every night at 12:01am Central. The header stamp says when.

Can I approve posts before they go out?

Yes, where we run your social, through an approval flow in your own scheduling tool. That flow is separate from this view.

Is social included on every tier?

The Command Center and its read-only views are on all tiers. The social view appears on your account once a platform is connected.

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.