Steps
- 01
Open it
Under "Reports & insights": Google Ads Insights / Meta Ads Insights — only once the platform is connected (done by the CloseUp team).
Tip: A red "!" = connection issue; an orange number = pending conversions. - 02
The tabs
- Overview — leads, qualified, meetings, deals, cost per lead, ROAS, spend/impressions/clicks.
- Funnel.
- Campaigns — table with Export CSV.
- Conversion events — what was reported; Resend failures.
- Diagnostics — health checks.
- Settings — selected accounts and Sync cost data now.
Note: "Deal value" is the proposal value, not collected cash.