Read the business dashboard

Use the Business dashboard to see what your store sold next to what your ads cost. At the end, you have read revenue, return on ad spend, cost per new customer and profit for a period, and you can download, schedule or share the report. It takes about 10 minutes.

Before you start

• Your Meta ad account is connected. See Set up Ads Manager.
• Shopify or WooCommerce is connected, so Ohanvi can see your store orders. See Webhooks and integrations.
• Your ads send people to your store. Ohanvi matches orders to ads from the ad link, so the dashboard needs orders to match. [VERIFY: page that explains order matching]
• You can see Ads Manager in the WhatsApp panel. If not, ask your admin.

What the dashboard shows

The numbers are grouped as Sales, Ads, Customers and Profit. Each card shows the value, the change against the earlier period, such as +12% vs before, and a small trend line. A green change is better. A red change is worse. A dash (—) means there is no data for that card.

Card	What it means
Revenue	Money your store took in the period.
Orders	Number of store orders in the period.
Average order value	Revenue divided by orders.
Revenue from returning customers	Revenue from buyers who had ordered before.
Ad spend	Money your ads spent.
MER	Store revenue divided by total ad spend.
ROAS (ad-driven sales)	Sales traced to an ad divided by ad spend.
Sales from ads	Revenue from store orders traced to an ad.
Ads purchases (Meta)	Purchases as Meta reports them, using Meta's own attribution.
CTR (link)	Link clicks divided by impressions, across all ad platforms.
CPC (link)	Ad spend divided by link clicks.
New customers	Buyers whose first order fell in the period.
Cost per new customer	Ad spend divided by new customers. Also called CAC.
Lifetime value per buyer	All-time revenue per buyer.
LTV : CAC	Lifetime value divided by cost per new customer.
Repeat buyers	Share of buyers who ordered more than once, all time.
Net profit after ads	Revenue times your margin, minus ad spend.

MER and ROAS are not the same

MER divides all store revenue by all ad spend. ROAS (ad-driven sales) counts only orders Ohanvi traced to an ad. MER is the larger number when many buyers do not come from ads.

Steps

Open the dashboard and pick a period

1. Open WhatsApp in the left rail, then select Ads Manager.

2. In the left column, under Reports, click Business dashboard.

   

3. Pick a period from the date list at the top: Today, Yesterday, Last 3 days, Last 7 days, Last 14 days, Last 30 days, Last 90 days or Custom range….

4. For a custom range, pick the dates. The range can be up to 200 days. For longer ranges the message Pick at most 200 days. appears.

5. Read the text next to the period, vs the 7 days before. It tells you what each number is compared with.
6. Read the second line, for example Updated 10 minutes ago. It shows when the numbers were last built. They rebuild every 15 minutes. The wording is Updated just now, Updated 10 min ago, Updated 3 h ago or Updated with a date.

Read the number cards

1. Read the Sales cards: Revenue, Orders, Average order value and Revenue from returning customers.
2. Read the Ads cards: Ad spend, MER, ROAS (ad-driven sales), Sales from ads, Ads purchases (Meta), CTR (link) and CPC (link).
3. Read the Customers cards: New customers, Cost per new customer, Lifetime value per buyer, LTV : CAC and Repeat buyers.
4. Read the Profit card, Net profit after ads.
5. If the card asks you to Set your margin, follow Set your margin and report settings.

Read the charts and tables

1. Scroll to Revenue vs ad spend. It shows revenue and ad spend per day, with MER on the right axis.

2. Read By ad platform. It has one row per platform.

3. Read SPEND, CTR, CPC, CPM and PURCHASES*. They come from the platform. A star means the platform's own figure.
4. Read STORE ORDERS, STORE SALES, STORE ROAS and COST / NEW CUSTOMER. They come from your store.
5. Read Meta vs your store. It shows what Meta says its ads sold, next to store orders traced to Meta ads, with the gap as a percentage.
6. Read the badge on that block. See the badge table below.
7. Read Campaigns. It has one row per Meta campaign: SPEND, RESULTS, COST / RESULT, PURCHASES*, ROAS*, STORE ORDERS and STORE SALES.
8. Read Latest orders from ads. Its columns are ORDER, DATE, AMOUNT, FROM, CUSTOMER and SENT TO META.
9. Read the FROM column. It names the platform and how the order was matched. See the match table below.
10. Read SENT TO META. It reads Sent or Failed. Hover it for details.

Click-to-WhatsApp sales are also sent to Meta as purchases. In By ad platform, a platform whose spend has not arrived reads Not synced yet.

Badge	Meaning
Close match	Meta's count and your store's count agree.
Usual gap	The two differ by an expected amount.
Check your setup	The gap is large. Read the reasons listed under it.
Different currencies	The store and the ad account use different currencies.
No store sales traced	No store order could be matched to a Meta ad.

FROM value	How the order was matched
Click-to-WhatsApp ad	The customer came through a Click-to-WhatsApp ad.
Ad id in the link	The store link carried the ad ID.
Google ad click	The order came from a Google ad click.
Paid UTM link	The store link carried paid campaign tags.

Compare organic and paid

1. Scroll to Organic vs paid, under By ad platform. It shows what your unpaid posts reached next to what Meta ads delivered, for the same period.
2. Read the Organic side: Views, Reach and Followers for Instagram, with the change against the period before.
3. Read the Paid side: Impressions, Link clicks and Spend from Meta ads.
4. Read the bar under them. It shows the share of times seen: organic views against paid impressions.
5. If Instagram is not connected with Direct Instagram login, the card says why in a short note. See Read Instagram insights.

Set your margin and report settings

1. Click Settings. If a margin is saved, it reads Settings · margin 40%.

2. In Report & naming settings, type your Gross margin as a percentage, for example 40. It is the share of revenue left after product cost. Empty hides Net profit after ads.

3. Under Reports (PDF and shared links), fill Company name on reports if you want a name other than your organisation's.

4. Pick a Report currency, or Same as the store.
5. Pick an Attribution window. It controls how Meta credits sales to ads in every report. Changing it re-reads the last 30 days.
6. Under Naming convention, set the template for Campaign names created from Create Ad.
7. Set the template for Ad set names.
8. Set the template for Ad names.
9. Click Save.

Attribution window	What it counts
Same as Ads Manager (each ad set's setting)	Each ad set's own setting.
1-day click	Sales within 1 day of a click.
7-day click	Sales within 7 days of a click.
28-day click	Sales within 28 days of a click.
1-day click or 1-day view	Sales within 1 day of a click or a view.
7-day click or 1-day view	Sales within 7 days of a click or 1 day of a view.

Choose what the dashboard shows

1. Click Customize.
2. In Customize dashboard, tick the numbers to show.
3. Drag the numbers to reorder them.
4. Under Sections, hide the blocks you do not need.
5. Click Save. Click Reset to return to the default layout.

Your own list appears under the heading Your numbers.

Download a PDF

1. Click PDF, or Download PDF.
2. Open the file. It is named business-dashboard- followed by the days or dates.

If it fails, the message Could not build the PDF. appears.

Email the report on a schedule

1. Click Schedule, or Schedule email. The window Scheduled report emails opens.

2. Click New schedule. The New scheduled email form opens.

3. Type a Name (optional), for example Monday numbers for the owner.

4. Choose the Report: Business dashboard or Account audit.
5. Choose the frequency: Daily, Weekly or Monthly.
6. Pick the day, then pick the hour under At.
7. Choose what Report covers: Last 7 days, Last 14 days, Last 30 days or Last 90 days.
8. In Send to, type up to 10 email addresses, separated by commas. Click Add team members to pick from your team.
9. Fill CC (optional). They are copied on the same email. Everyone sees who got it.
10. Click Edit PDF view to choose the sections and measures in the attached PDF.
11. Under Numbers in the email body, pick the numbers shown in the email. None picked uses a standard few.
12. Turn Active on or off to run or pause the schedule.
13. Click Send a test email. The message Test email sent. It can take a minute to arrive. appears.
14. Save the schedule.

A shared email cannot be recalled

Check the Send to list before you save. Everyone listed receives the report.

Share a live link

1. Click Share, or Share link. The window Share the … opens.
2. Pick an expiry: Expires in 7 days, Expires in 30 days or Expires in 90 days.
3. Click Create & copy link.
4. Send the link. Anyone with it sees a live page of the last 7, 14, 30 or 90 days, with a PDF download. No login is needed.
5. To stop access, revoke the link from the list in the same window.

Anyone with the link can read the numbers

Revoke a link when you no longer need it.

Rebuild the numbers

1. Click Rebuild numbers to match new store orders to ads and recount. The button reads Rebuilding… while it works.
2. Read the result message, for example 3 new orders matched to ads.

Troubleshooting

Issue	Cause	Fix
No numbers yet. They build every 15 minutes from your store orders and Meta spend — or press "Rebuild numbers" now.	The first build has not run.	Click Rebuild numbers.
No store orders in this period. Connect Shopify or WooCommerce to see revenue, MER and profit next to your ad spend.	No store is connected, or the period has no orders.	Connect your store, or pick a longer period.
A message that your store and ad account use different currencies	Store and ad account currencies differ, so MER, ROAS, cost per customer and profit are hidden.	Use the same currency on both, or set Report currency in Settings to the ad account's currency.
Net profit after ads shows Set your margin	No gross margin is saved.	Click Settings and fill Gross margin.
Could not load the business dashboard	The dashboard did not load.	Click Retry.
Could not build the PDF.	The PDF did not finish.	Click PDF again.
Could not create the link.	The share link was not created.	Click Create & copy link again.

Related

• Read the performance report
• Manage your ads
• Run an account audit
• Track website events
• Run Click-to-WhatsApp ads