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.
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.
| Metric | Description |
|---|
| Clicks | Total number of click events recorded across all campaigns |
| Forms | Total form submissions received |
| Accepted Leads | Leads that were accepted into the distribution pipeline |
| Cost | Total marketing spend (payout to sources) |
| Revenue | Total advertiser-side revenue generated |
| Profit | Revenue minus cost |
| Margin | Profit expressed as a percentage of revenue |
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.
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)
Below the main KPI cards, a row of media type buttons lets you instantly segment the Dashboard by traffic channel:
| Button | What it Shows |
|---|
| All Sources | Combined data across every source |
| Google | Traffic from Google Search campaigns |
| Meta Ads | Traffic from Meta (Facebook/Instagram) campaigns |
| Marketing Partners | Affiliate and partner-driven traffic |
| Custom Sources | Any 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.”
Saved Filters
You can save any combination of filters as a named preset so you can reuse it without reconfiguring each time.
Apply Your Filters
Set the date range, campaign, buyer, source, and media type filters to the combination you want to save.
Save the Filter
Click Save Filter, give the preset a name, and confirm. The preset is saved to your user account.
Reuse the Filter
Open the filter panel and select the saved preset from the list. All filters are applied instantly.
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.
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:
| Metric | Description |
|---|
| Revenue | Total income from buyers |
| Cost | Total payout to sources |
| Profit | Revenue minus cost |
| Margin | Profit as a percentage of revenue |
Click View Detailed More In Reporting Hub to jump directly to the Reporting Hub for a deeper financial breakdown.
Lead Distribution Panel
The Lead Distribution section shows how leads are moving through your distribution pipeline for the selected campaign and date range:
| Metric | Description |
|---|
| Leads Attempted | Total leads sent to distribution endpoints |
| Leads Accepted | Leads successfully accepted by at least one buyer |
| Active Endpoints | Number of live distribution endpoints currently receiving leads |
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.
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.
Dashboard Tabs
The Dashboard has multiple tabs accessible from the top navigation bar:
| Tab | Description |
|---|
| Campaign Overview | The main performance view described in this document |
| Campaign Analytics | Deeper analytics view for individual campaigns |
| Request Management | Manage support tickets and internal requests |
| Account Notation | Team notes and account-level annotations |
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.
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.
