Documentation Index
Fetch the complete documentation index at: https://docs.pingtree.com/llms.txt
Use this file to discover all available pages before exploring further.
Overview
The Campaign Overview is the first page you see when you open a campaign. It gives you a live snapshot of how your campaign is performing — from top-level revenue and conversion metrics down to individual source traffic flows.
Use this page to quickly assess campaign health, spot anomalies, and navigate to any area of the campaign that needs attention.
Date Range Selector
All data on the overview dashboard is filtered by the selected date range. Use the date picker in the top-right to choose:
- Presets: Today, Yesterday, Last 7 Days, Last 30 Days, This Month, Last Month
- Custom Range: Select any start and end date
The dashboard refreshes automatically when you change the date range.
The headline metrics section displays the most critical numbers at a glance:
| Metric | Description |
|---|
| Clicks | Total number of inbound click events |
| Forms | Total completed form submissions |
| Conversions | Leads that converted (sold or completed) |
| Revenue | Total revenue generated from sold leads |
| Cost | Total cost attributed to traffic acquisition |
| Profit | Revenue minus Cost |
| Margin | Profit as a percentage of Revenue |
Below the headline metrics, you’ll find calculated ratios that help you evaluate efficiency:
| Metric | What It Means |
|---|
| CVR | Conversion Rate — percentage of clicks that resulted in a conversion |
| CPC | Cost Per Click — average cost for each click event |
| CPL | Cost Per Lead — average cost to generate each lead |
| CPA | Cost Per Acquisition — average cost for each converted lead |
| RPC | Revenue Per Click — average revenue earned per click |
| RPA | Revenue Per Acquisition — average revenue per converted lead |
Tip: A widening gap between CPL and RPC is an early warning sign that your traffic costs are outpacing revenue. Use these ratios daily to catch issues before they compound.
Source Flow Visualization
The Source Flow section shows a visual diagram of how traffic enters and moves through your campaign:
- Each source (CS, MP, or MC) is shown as a node.
- Arrows indicate traffic flowing from source to distribution endpoints.
- Click any node to drill into that source or endpoint’s performance.
This visualization helps you identify which sources are driving the most volume and how leads are distributed across buyers.
Traffic Analysis by Source Type
The traffic breakdown table segments performance by source type:
| Source Type | Label | Description |
|---|
| Custom Source | CS | Manually created sources (e.g., CSV uploads, internal traffic) |
| Marketing Partner | MP | External affiliates and publishers sending leads |
| Media Channel | MC | Ad platform integrations (Meta, Google, TikTok) |
Quick Navigation Links
The overview includes quick links to jump to key campaign sections:
- Campaign Settings — Configure timezone, dedupe, domains, and integrations
- Reports — Access transaction, conversion, and buyer reports
- Distribution — Manage routing logic and endpoints
- Sources — Add or configure traffic sources
- Funnel Builder — Edit landing pages and form flows
Real-Time Refresh
The overview updates in real time as new leads enter the campaign. You do not need to manually refresh the page to see the latest data.
