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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.

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Overview

The Dashboard is the first page you land on after logging in to Pingtree. It gives you an at-a-glance view of how your campaigns are performing across clicks, form submissions, conversions, revenue, cost, and profit — all in one place. The Dashboard is designed to surface the most important information immediately, with filtering and drill-down tools available to go deeper when you need to.
Pingtree dashboard showing KPI cards, performance graphs, and campaign filters

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KPI Summary Cards

At the top of the Dashboard you will find a row of metric cards that summarize your campaign performance for the selected date range.
MetricDescription
ClicksTotal number of click events recorded across all campaigns
FormsTotal form submissions received
Accepted LeadsLeads that were accepted into the distribution pipeline
CostTotal marketing spend (payout to sources)
RevenueTotal advertiser-side revenue generated
ProfitRevenue minus cost
MarginProfit expressed as a percentage of revenue

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Date Range Filtering

Use the date range picker in the top-right of the Dashboard to control the time window for all metrics and charts. Pre-built ranges include:
  • Today
  • Yesterday
  • Last 7 Days (default)
  • Last 30 Days
  • This Month
  • Last Month
  • Custom range
All charts, KPI cards, and tables update instantly when you change the date range.

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Lead Filters

Click the Lead Filters button to open the filter panel. You can narrow down all Dashboard data by:
  • Campaign — Filter to a specific offer campaign
  • Buyer — Show data for one or more buyers/endpoints
  • Source — Filter by a specific traffic source
  • Media Type — Filter by traffic channel (see below)

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Media Type Quick Filters

Below the main KPI cards, a row of media type buttons lets you instantly segment the Dashboard by traffic channel:
ButtonWhat it Shows
All SourcesCombined data across every source
GoogleTraffic from Google Search campaigns
Meta AdsTraffic from Meta (Facebook/Instagram) campaigns
Marketing PartnersAffiliate and partner-driven traffic
Custom SourcesAny custom or direct traffic sources you have configured
Combining media type buttons with the date range picker and Lead Filters gives you a precise view — for example, “Google traffic for Campaign X over the last 30 days.”

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Saved Filters

You can save any combination of filters as a named preset so you can reuse it without reconfiguring each time.
1

Apply Your Filters

Set the date range, campaign, buyer, source, and media type filters to the combination you want to save.
2

Save the Filter

Click Save Filter, give the preset a name, and confirm. The preset is saved to your user account.
3

Reuse the Filter

Open the filter panel and select the saved preset from the list. All filters are applied instantly.
Saved filters are stored per user and are available across sessions.

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Click-to-Conversion Graph

The Clicks to Conversions line chart is the primary trend graph on the Dashboard. It plots:
  • Clicks — raw traffic volume over the selected period
  • Conversions — accepted leads or sales attributed to that traffic
Use this chart to identify traffic spikes, conversion rate drops, and day-of-week patterns at a glance.

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Cost and Spend Activity

The Cost and Spend Activity section sits below the click-to-conversion chart and shows your financial performance trend over the selected date range. Summary metrics displayed alongside the chart:
MetricDescription
RevenueTotal income from buyers
CostTotal payout to sources
ProfitRevenue minus cost
MarginProfit as a percentage of revenue
The chart uses a stock-style area chart to visualize revenue and cost trends over time, making it easy to spot periods where margins compressed or expanded.
Click View Detailed More In Reporting Hub to jump directly to the Reporting Hub for a deeper financial breakdown.

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Lead Distribution Panel

The Lead Distribution section shows how leads are moving through your distribution pipeline for the selected campaign and date range:
MetricDescription
Leads AttemptedTotal leads sent to distribution endpoints
Leads AcceptedLeads successfully accepted by at least one buyer
Active EndpointsNumber of live distribution endpoints currently receiving leads
A trend indicator (up/down arrow with percentage) shows whether today’s attempted and accepted lead volumes are above or below yesterday’s baseline.

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Funnel Performance Chart

The Dashboard includes a Funnel Builder - Funnels table that lists your active funnels alongside key performance data. From here you can quickly navigate to any individual funnel’s dashboard without leaving the overview.

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Source-Level and Buyer-Level Breakdowns

Below the main charts, the Dashboard provides tabular breakdowns of performance by:
  • Source — shows clicks, forms, accepted leads, cost, and conversion rate per traffic source
  • Buyer — shows accepted leads, revenue, and endpoint-level acceptance rates per buyer
These tables update with the same filters applied to the rest of the Dashboard.

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Dashboard Tabs

The Dashboard has multiple tabs accessible from the top navigation bar:
TabDescription
Campaign OverviewThe main performance view described in this document
Campaign AnalyticsDeeper analytics view for individual campaigns
Request ManagementManage support tickets and internal requests
Account NotationTeam notes and account-level annotations

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First-Time User Experience

If your account does not yet have any campaigns, the Dashboard will display a Campaign Invite Modal when you first log in. This modal guides you through joining an existing campaign or creating your first campaign so you can start seeing data on the Dashboard immediately.

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Refreshing the Dashboard

Click the refresh icon (top-right of the filter bar) to manually reload all Dashboard data without changing any of your current filters. This is useful when monitoring live traffic without wanting to change the date range.