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Analytics combines connected marketing and commerce data into a reviewable performance surface. The core workflow is: define the frame, find the change, inspect the object that owns it, and preserve the evidence with the decision. Open Analytics and confirm the active workspace.

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Before you begin

  • Connect the source that owns the question: Meta, Google Ads, Microsoft Ads (Beta), Google Analytics, Shopify, or OpenAI Ads (Beta).
  • Let the required date range finish syncing.
  • Confirm the workspace reporting timezone and display currency.
  • Use Triple Whale (Beta) only when you intentionally need its eligible attribution view; record its attribution model.
Analytics Performance with outcome and spend cards above a date trend and supporting breakdowns

Performance connects headline outcomes to the trend and supporting breakdowns for one explicit measurement frame.

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Choose the owning surface

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Follow the measurement lifecycle

1

Define the frame

Set complete dates, Daily, Weekly, Monthly, or Yearly resolution, comparison, channel, included accounts, currency, and attribution. Use Manage metrics → Visible metrics to keep the relevant cards in view.
2

Read outcome, spend, and trend

Start with the business result, read spend beside it, then locate when the change began. Do not infer cause from one correlated chart.
3

Inspect the contributing grain

Move through the available campaign, search, landing-page, product, country, device, or other breakdown, then open the owning object.
4

Record and operationalize

Separate observed fact, hypothesis, and next check. Save a reusable custom view or report only after the frame is correct.

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Go deeper

Performance and custom views

Use exact source, account, date, comparison, block, measure, breakdown, and saved-view controls.

Creative performance

Filter Meta-delivered creative, split by ad, inspect breakdowns, and carry evidence into a brief.

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Important boundaries

  • A syncing placeholder, withheld card, or missing value is not zero.
  • All channels is complete only for the accounts and sources shown by Accounts.
  • Switching to Triple Whale (Beta) creates a new attribution frame.
  • The custom-view builder can support fewer channels than the main Analytics control.
  • The current creative-performance surface is Creatives.
  • A successful report data run and successful Slack/email delivery are separate outcomes.

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Completion check

  • Workspace, account, complete dates, timezone, currency, channel, resolution, comparison, and attribution are recorded.
  • Every decision-driving source has usable coverage or an explicit limitation.
  • Outcome and spend were read before ratios and breakdowns.
  • The campaign, creative, product, or integration that owns the result was verified.
  • Fact, hypothesis, and next action remain distinct.
  • Any saved view or report reproduces the intended frame.

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If the result looks wrong

Reset to a recent complete window, confirm Accounts, clear filters, and align provider, timezone, currency, attribution, conversion definition, and object grain. Open Integrations when a source remains syncing or disconnected. Preserve both frames when a provider discrepancy remains rather than forcing the values to match.

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Next step

Inspect Campaigns

Verify the provider object behind the measured change.

Configure recurring delivery

Turn a reviewed frame into a report with a verified run.
Last modified on August 9, 2026