Overview tab
The Overview tab gives you a high-level snapshot of performance across all connected marketing platforms for your selected date range and locations.
When you’d use this
Section titled “When you’d use this”Open the Overview tab when you want a quick read on how your marketing is performing overall, without drilling into individual platforms. It’s the default view when you navigate to Reports.
Getting there
Section titled “Getting there”Go to /client/reports. The Overview tab is selected by default.
Choosing a date range
Section titled “Choosing a date range”Use the date range selector at the top of the page to control the time period for all metrics. You can pick a preset range (such as Last 30 Days or Last Quarter) or set custom start and end dates. Changing the date range updates every metric on the page.
Filtering by location
Section titled “Filtering by location”Use the location selector to view data for all locations, a single location, or a custom group. This filter applies across every tab in Reports, so it stays in place as you switch between them.
What you’ll see
Section titled “What you’ll see”The Overview tab pulls key metrics from each connected platform into a single view:
| Source | Metrics shown |
|---|---|
| Google Ads & Meta | Spend, clicks, impressions, conversions |
| Google Analytics 4 | Sessions, users, pageviews |
| Google Search Console | Clicks, impressions, average position |
| Google Business Profile | Views, searches, actions |
| WhatConverts | Total leads by type |
Each metric card shows the value for the selected date range. Where a comparison period is available, you’ll see the percentage change from the prior period.