FAQ - Summary P.P.C.T. Dashboards

Find answers to frequently asked questions and situations related to Guru's P.P.C.T. Summary Dashboards. this panel offers a consolidated view of tracking performance, allowing you to monitor conversion indicators, revenue, costs, and profitability all in one place.

On this page:

• Managing information in the P.P.C.T. Summary Dashboard

• Sales Value and Volume

• Traffic

• General Lead Overview

• Traffic Sources

Managing information in the P.P.C.T. Summary Dashboard

Find guidance on how to filter, refresh , and export the information displayed on the P.P.C.T. Summary Dashboard. You can adjust data according to the desired period and use features that facilitate analyzing your business while keeping information up to date.

- What is the difference between the P.P.C.T. Summary Dashboard and the P.P.C.T. Sales, Leads, and Checkout dashboards?

The main difference between dashboards lies in the level of detail and the goal of your analysis - in the P.P.C.T. Summary Dashboard, you find a consolidated, high-level view of overall traffic performance; whereas the P.P.C.T. Checkout, P.P.C.T. Leads - Captures, P.P.C.T. Leads - Sales , and P.P.C.T. Sales dashboards analyze specific stages of the customer journey and individual tracking performance.

See the main uses for each dashboard to evaluate which one is ideal for your analysis:

- How can I filter data in the P.P.C.T. Summary Dashboard?

You can filter information in the P.P.C.T. Summary Dashboard in the Guru admin. To do this, click on the side menu, go to Dashboards, select P.P.C.T. , and then Summary.

By applying filters, you can analyze:

• Period: by default, the dashboard displays data from the last 28 days - you can use the preset time range buttons or select the date you want to view;

• Tracking User: the tracking user.

With these filters, you can adapt the dashboard view for a more strategic reading aligned with your analysis goals, while maintaining a high-level view of traffic performance.

- Why should I manually refresh the P.P.C.T. Summary Dashboard?

Manually refreshing the P.P.C.T. Summary Dashboard is recommended to ensure that analysis is based on the most recent and complete operational data. This panel consolidates information coming from different sources that are not always updated in real time.

This action is especially useful for tracking recent data, monitoring high-volume periods, and validating updated configurations.

To refresh your P.P.C.T. Summary Dashboard, access the side menu in Guru admin and click on Dashboards. Next, select P.P.C.T. , and next to it, Summary. In the upper right corner, click on Refresh.

- How can I export data from the P.P.C.T. Summary Dashboard?

You can export data from the P.P.C.T. Summary Dashboard in Guru admin. To do this, access the side menu and click on Dashboards. Next, select P.P.C.T. , and next to it, Summary. Click on PDF at the top of the page. After a few minutes, the PDF Download will appear to Save.

Sales Value and Volume

Answer your questions about sales and sales count presented in the P.P.C.T. Summary Dashboard - so you can analyze, in a consolidated way, how much was sold and how many sales were made in the period, considering tracked and untracked data.

– What does the Sales indicator represent in the P.P.C.T. Summary Dashboard?

In the P.P.C.T. Summary Dashboard, the sales indicator shows the total amount of converted sales in the selected period, considering both tracked and untracked sales.

This indicator consolidates information that allows you to:

• View the gross revenue generated by converted sales in the period, offering a direct view of the financial outcome;

• Analyze the cost of tracked and untracked campaigns – that is, campaigns linked or not to any tracking – making it possible to identify how much of the conversions is actually attributed to configured campaigns;

• Quickly evaluate overall conversion performance in the analyzed period - by default, the dashboard displays data from the last 28 days, but you can use preset time range buttons or select the date you want to view.

This way, you get an overview of your business's financial results, accessing strategic analytics that enable monitoring the financial health of traffic as a whole.

– What does Sales Count mean in the P.P.C.T. Summary Dashboard?

In the P.P.C.T. Summary Dashboard, the sales count indicates the total volume of transactions that converted within the selected period.

This indicator is presented as follows:

• Sales: total transactions actually completed (approved or finalized) in the filtered period - by default, the dashboard displays data from the last 28 days, but you can use preset time range buttons or select the date you want to view;

• Tracked: number of sales originating from tracking links (P.P.C.T.), allowing these conversions to be associated with monitored campaigns, ads, or channels;

• UNTRACKED: sales that converted without a link to Guru tracking links, such as direct visits, organic traffic, or other unidentified sources.

– Why do sales values include untracked data?

The P.P.C.T. Summary Dashboard includes tracked and untracked data to offer a high-level view of your business's financial health - to do this, it consolidates all revenue, including sales that did not pass through tracking links, such as direct visits or external integrations.

This panel was created to show total revenue and sales volume, allowing you to compare what came from measurable campaigns against what was generated by organic or unidentified sources.

Some reasons for this inclusion are:

• Overall ROI Calculation: for overall ROI to reflect cash reality, the system cross-references all traffic investment with all revenue generated, regardless of tracking;

• Technical limitations of external platforms: some traffic sources may not properly pass the URL or source parameters, preventing the sale from being associated with a specific P.P.C.T. ; and

• Financial data integrity: by recording these conversions as untracked, Guru avoids underestimating total business revenue.

To facilitate analysis, the dashboard visually distinguishes tracked sales from untracked sales, allowing you to quickly identify the source (or lack thereof) for each transaction.

Traffic

Understand the total traffic volume recorded in the desired period. This data serves as a basis for understanding the relationship between visits, lead generation, and sales in the overall operational context.

– What does the traffic indicator show in the P.P.C.T. Summary Dashboard?

The traffic indicator in the P.P.C.T. Summary Dashboard displays the financial investment made in traffic campaigns and the respective return obtained in the selected period.

See the metrics that compose it and their importance to your business:

With this information, you can analyze how much of the investment is effectively monitored in detail and what is the overall profitability of the resources applied in advertising.

– Does displayed traffic consider paid campaigns only?

NO. The P.P.C.T. Summary Dashboard is not limited exclusively to paid campaigns. It was designed to offer a macro, consolidated view of operations, covering both tracked and untracked data, regardless of the traffic source.

Thus, it offers a truer reading of the operation, enabling analysis of the impact of untracked traffic on the final business result.

General Lead Overview

In the P.P.C.T. Summary Dashboard you have access to the total lead volume generated in the period, gathering tracked and untracked. Contacts. It is essential for understanding the opportunity generation potential of the business.

Total Leads

Understand how the total leads metric gathers tracked and untracked leads in the P.P.C.T. Summary Dashboard, offering a broad view of acquisition during the period.

– What does the total leads metric represent?

The total leads metric in the P.P.C.T. Summary Dashboard presents an overview of contact acquisition for your business in the selected period, consolidating tracked leads and untracked leads.

This metric consists of three breakdown components:

• General: displays the total leads identified in the period, combining tracked and untracked;

• New: displays leads that entered the base for the first time in the selected time interval;

• Existing: displays leads that were already in the base and performed a new interaction in the selected time interval.

With this data, you can analyze the total acquisition volume and understand the joint contribution of tracked campaigns and organic or direct traffic.

– Why do total leads include untracked leads?

In the P.P.C.T. Summary Dashboard, total leads include tracked leads and untracked leads to offer a macro and consolidated view, reflecting the actual traction of your business.

These metrics are useful for:

• Total traction view: by gathering tracked leads and untracked leads, the dashboard allows comparing the contribution of measurable campaigns with the impact of organic or direct traffic on base growth;

• Business health assessment: consolidation ensures that the analysis considers the entire funnel, avoiding decisions based on only a portion of the available data;

• External tracking limitations: by including information from untrackedads, the system ensures accounting for leads from platforms that may conceal source information;

• Analysis by maturity: classifying new and existing leads, even without tracking, allows evaluating the effectiveness of acquisition and base reactivation during the period.

Tracked Leads

Clear up your questions about tracked leads and understand how they help you analyze contacts whose origin was identified through tracking setups configured in Guru, offering greater clarity on acquisition channel performance.

– What characterizes a tracked lead?

The tracked leads are those captured through P.P.C.T. links or integrated forms with active tracking, allowing precise identification of their origin.

In the P.P.C.T. Summary Dashboard, tracked leads are organized into general, new, and existing metrics to facilitate acquisition analysis for the selected period.

– What is the advantage of analyzing only tracked leads?

Analyzing only tracked leads allows precise attribution of results, as these leads are directly linked to P.P.C.T. links. or integrated forms with active tracking.

The main advantages of this analysis are:

• Clear identification of the source: each lead is associated with a specific page, campaign, or link - making it easier to understand where the contact was generated;

• Campaign quality evaluation: when comparing channels, ads, and creatives, it is possible to identify which sources generate leads with higher sales conversion potential;

• Conversion journey analysis: allows tracking the interval and path between lead capture and purchase completion;

• Investment optimization: provides reliable data to scale efficient campaigns and reduce spending on low-performing sources; and

• Reliable financial metrics: enable accurate calculation of metrics such as ROI and Cost Per Lead (CPL).

Therefore, analyzing tracked leads is recommended for campaign optimization and decision-making based on measurable performance.

Untracked Leads

Understand the metrics displayed in untracked leads, that is, leads generated without a link to active tracking, offering visibility into contacts whose origin was not identified by P.P.C.T.

– What are untracked leads?

An untracked lead is a contact identified by the system that has no link to P.P.C.T. links or parameterized Guru capture forms.

These leads can originate from:

• Organic or direct traffic: visits coming from natural searches, direct URL typing, or other sources without the use of tracked links;

• External platform limitations: in some cases, ad platforms do not provide the destination URL, preventing the association of the lead with specific tracking.

– Why is it important to track untracked leads?

Metrics for untracked leads represent a real and relevant portion of your business traction that is not tied to specific campaigns, but directly impacts results.

In the P.P.C.T. Summary Dashboard, this tracking helps you:

• Understand the real acquisition volume: you see the entire lead intake flow, including contacts generated outside tracked campaigns - avoiding partial analyses of base growth;

• Evaluate the strength of unpaid channels: considers leads coming from organic traffic, direct access, or unparameterized shares - allowing you to measure the relevance of these sources;

• Improve overall metrics: contributes to more accurate readings of growth, reach, and scale of operations, especially in consolidated analyses;

• Identify tracking gaps: a high volume of untracked leads may signal parameter issues, for example - which can guide adjustments to improve campaign attribution.

Monitoring this volume helps identify opportunities for improvement in the tracking structure and increase visibility into lead sources, which is why untracked leads are essential for evaluating overall funnel health.

Traffic Sources

Understand the results of the P.P.C.T. Summary Dashboard by acquisition channel, allowing you to compare the impact of each traffic source on the overall results of the business.

– What data is presented in traffic sources?

The P.P.C.T. Summary Dashboard displays a detailed table allowing you to analyze conversion sources and financial performance for each channel used in the selected period.

The view provided by traffic sources is essential for identifying which sources generate the most results and deliver higher profitability.

This consolidated view makes it easier to identify the most profitable sources and helps direct investments to channels that deliver better financial performance.

– Can I use traffic sources data to guide investments?

Yes. The traffic sources presented in the P.P.C.T. Summary Dashboard are a key reference for strategically guiding investments, as they consolidate the financial performance of each channel used.

With this data, you can analyze:

With this information, you can prioritize the most profitable channels, reallocate budget based on real data, and continuously optimize your traffic investments.

More Resources