# Dashboards

> Boards built for your site, a breakdown behind every number, cards that say why they are empty, monthly targets, and edits that save themselves.

Source: https://sporetag.com/docs/dashboards
Section: Start here

Each site opens on its dashboard: a board of cards, each one a number, a chart or a table. Every card follows the period and the comparison at the top (see [Pick the dates](https://sporetag.com/docs/getting-started#pick-the-dates)).

## Boards built for you

Sporetag builds the first board from the kind of site and what you have connected. Until you change its cards, it keeps itself current: connect Meta or Stripe and the cards for them appear on their own.

Click the dashboard's name to switch boards. **New dashboard** starts one from a board for your business:

| Board | What it holds |
|---|---|
| Overview | Picked for this site from what you connect |
| Store | Revenue, orders, return on ads, the funnel |
| Lead gen | Leads, cost per lead and where they come from |
| SaaS | Signups, MRR and lifetime value by source |
| Local service | Calls, form leads and cost per lead |
| Content | Readers, top pages and newsletter signups |
| Agency client | Three numbers and the goal, for a client |
| Blank | Start empty and add cards |

The same menu has **Duplicate**, **Rename**, **Earlier versions** and **Set as default**. Each person can have 1 board per site on Free, 5 on Solo, 12 on Studio and 25 on Agency.

## See what makes a number

Click a number, an ad tile or a point on a chart to open its breakdown. It slides in from the right, or up from the bottom on a phone. It shows the number for the period, or for the day you clicked, split up to four ways:

- Visits: **Source**, **Campaign**, **Page** and **Device**.
- Ads: **Platform**, **Campaign**, **Ad set** and **Ad**.

A split the card is already filtered on is left out. The foot of the breakdown has one link that goes deeper:

- **See these visitors** opens Profiles with the people seen in that span, on sites with [90-day tracking](https://sporetag.com/docs/tracking-modes).
- **Open in Attribution** opens the ads on the [Attribution report](https://sporetag.com/docs/attribution-report).
- **Add a note** writes a [note](https://sporetag.com/docs/chart-notes) on that day, from a day on the main chart.

Press Escape or click outside to close it.

## When a card has no numbers

A card with nothing to show says why in one line, with one button to fix it:

| The card says | The button |
|---|---|
| No ad account connected yet. | **Connect your ads**, or the platform the card is about, such as **Connect Meta Ads** |
| No store connected yet. | **Connect your store**, or the store the card is about, such as **Connect Shopify** |
| No email tool connected yet. | **Connect your email tool**, or the tool the card is about, such as **Connect Klaviyo** |
| Stripe is not connected yet. | **Connect Stripe** |
| No tracking number yet. | **Set up call tracking** |
| Pick what counts as a lead. | **Add a goal** |
| No visitors in this range, or the card's own number, such as No signups in this range. | **Try last 30 days**, when the range is shorter than 4 weeks |
| Tracking started Oct 12. | **Show from Oct 12**, when the whole range is before the first visit |
| On Solo, Studio and Agency. | **See plans**, or a free trial if you never had a paid plan |
| This card could not load. | **Try again** |

Days before the first tracked visit show as no data, not zero. Charts start their visit lines on that day, and the main chart gets a **Tracking started** note, unless you [imported history](https://sporetag.com/docs/import-history) from before it.

### When numbers are late

A card whose numbers come from a connected tool says so when they are older than they should be:

- **Meta synced 9 h ago**: an ad platform that has not synced for 4 hours, or a store or email tool for 1 hour.
- **Meta stopped Oct 21.** with **Reconnect**: the connection broke. The card keeps the numbers it had.

### Filters that cannot apply

Filters at the top narrow visits. Ad spend, sales, email and calls have no visitor source, so those cards are grayed out and say **Not filtered**. A UTM campaign filter on its own does narrow ad numbers to that campaign.

## What the card sentences mean

When a comparison is picked at the top, a number card with **Compare to previous period** on can add one sentence that names what moved it, such as "Signups up 22%, mostly from Meta (+31)". A one-row card shows only the second half: "Mostly from Meta (+31)".

A sentence shows only when all of these are true:

- The period before had at least 10.
- The change is 15% or more, and at least 5.
- One source or platform made at least half of the change, and at least 5 of it.

When the change is spread thin, there is no sentence. The card's percent already says it. In the [simple view](https://sporetag.com/docs/autopilot#the-simple-view-for-clients), up to two of these sentences from the number cards clients see follow the summary.

### The unusual dot

When a number moved far from a usual day for that weekday, its number card gets a dot in the header, and on a card half the board wide or more, the words "Unusual for a Tuesday". Point at it to read what changed and its likely cause. Click it to open the change on **Alerts**. It shows on visitors, your goal's conversions and conversion rate, revenue, ad spend and cost per result. See [Unusual changes](https://sporetag.com/docs/autopilot#unusual-changes).

## Monthly targets

Give a number card a target and it shows where you stand this month.

1. Open the card's menu and choose **Edit this widget**.
2. Under **More**, type a number in **Monthly target**. Clear it to remove the target.

The card grows to two rows for a bar, a mark for where it should be by today, and one line:

- For a total, such as visitors, signups, revenue or spend: "236 of 500 this month", then "Needs 18 a day, getting 15" or "On pace for 520". Once the site has 4 weeks of data, pace is weighted by its busy and quiet weekdays over the last 8 weeks, so a quiet Monday does not read as behind.
- For a rate or a cost per one, such as conversion rate or cost per lead, there is no pace. The month so far is held against the target: "$22 this month" and "Target $25 or less".

The status reads **On track** at the target's pace or better, **Close** at 90% to 99% of it, and **Behind** under 90%. A number where lower is better, like a cost per lead, reads **Over** instead of Behind. Nothing is judged in the first 2 days of the month. A total that reaches its target reads **Hit** and **Target reached**.

On day 10 and day 20 of the month, a target that is Behind or Over sends the **A target falls behind** alert, once per target per month. Turn it off in **Alerts**, under the site's **Alert settings**. Targets on the dashboard your clients see also show in the simple view and in [client report](https://sporetag.com/docs/client-reports) emails.

## Change a dashboard

There is no Save button. Every change saves itself about a second after you make it.

- **Add card** opens one sheet: **Suggested** cards picked from your own numbers, each with why; **Search every card**; and **Or start a new dashboard**. A card you pick lands where you are looking. You do not need to press **Edit** first. A dashboard holds 24 cards.
- **Edit** lets you move cards and change them. Drag a card by its header, or select one and use the arrow keys. A card's menu has **Chart settings**, **Duplicate**, **Move up**, **Move down** and **Remove**. In **Chart settings**, pick the **Metric**, **Show as** (Number, Line, Bar or Table) and **Split by**. Title, filters (up to 3), goal, compare, target and size are under **More**.
- On a phone or tablet, press **Arrange** while editing to move cards up or down, or remove them, from a list.
- The bar says **Saving**, then **Saved**. Press **Done** when you are finished.

### Undo and earlier versions

**Undo** and **Redo** go back and forward up to 50 steps while the page is open, in or out of editing. Cmd+Z or Ctrl+Z undoes. Add Shift, or press Ctrl+Y, to redo. Adding a card, removing one, **Reset** and **Restore** each show a message with **Undo**, so none of them asks first.

**Earlier versions**, in the menu under the dashboard's name, keeps the last 20 versions of the board, each with its time and number of cards. A burst of quick changes is one version: a new one is kept only when the board had stood for 5 minutes, and before every Reset and Restore. Press **Restore** next to a version to bring it back.

### If a change does not save

- **This dashboard changed in another tab. Reload to see it.** Another tab saved first. This tab stops saving, so it never wipes that change. Press **Reload**.
- **Not saved. Check your connection.** Press **Try again** once you are back online. The change waits until then.

Closing the tab sends any change still waiting. Shared links, client logins and the demo never save changes.