Dashboard

The Dashboard is the first page of your workspace: performance across every ad platform, your top campaigns, the latest changes and your connected ad accounts, at a glance. The work itself (research, edits, new campaigns) happens in your AI assistant, and the Ask your AI button helps you start it from any page.

Getting started

A new workspace shows a short checklist, Your workspace is ready, with the steps left to do: Connect an ad account and Connect your AI assistant. Each step gets a check mark when it is done. The checklist goes away once both are done; until then you can collapse it with the arrow next to the progress.

Ask your AI

The Ask your AI button sits in the bottom corner of every workspace page. It opens a small panel:

• Type any question about your ads, or pick one of the prompts under Try. The prompts fit the page you are on: on the dashboard they are Weekly performance, Wasted spend, Recommendations and Keyword ideas; on Search terms, Campaigns, Alerts, Recommendations, the change log and Ad accounts they match that page.
• A picked prompt fills the box, so you can change it before you send it.
• Ask Claude or Ask ChatGPT opens a new chat with your question typed in; Copy copies it for another assistant.
• Copy connector URL copies Roasby's address to add to your assistant, and How to connect opens the Connect your AI guide.

Your own question is sent as Use Roasby in my workspace "…": your question, so the assistant works in the right workspace. The ready prompts name only your workspace; your assistant reads everything else through Roasby, and shows you any change before it makes it.

Filters

At the top, next to the workspace name, you choose what the dashboard shows:

• Ad account: every account, or one. Picking an account also narrows the campaign choices to its campaigns.
• Campaign: every campaign, or one (archived campaigns are not offered). Picking a campaign also picks its account.
• 7 days, 30 days or 90 days: the period. The dates show under the title.

The title becomes the account or campaign you picked. The filters change the performance figures and the top campaigns; the recent changes and the ad accounts always cover the whole workspace. Your choices stay in the page address, so you can bookmark or share a filtered view with your teammates.

Needs attention

When there are open recommendations, open anomaly alerts or safety defaults still to set, a Needs attention row under the filters says so: a blue dot for recommendations, an amber one for alerts. Each item links to where you act on it; the safety defaults item also has Set later.

Performance

A period always ends yesterday, so you only compare complete days. Each ad account counts days in its own time zone, so the period ends on the last day every account has finished.

• Spend, Conversion value, ROAS (conversion value divided by spend), Conversions, Clicks and Impressions, added up across every connected platform (or the account or campaign you picked). A ChatGPT Ads account needs purchase tracking to report conversion value. Until its first attributed sale it shows n/a for value and ROAS, and its spend is left out of the combined ROAS. A note under the figures says how much was left out.
• Under each figure, the change against the same number of days just before. Green is good news (more conversions, a higher ROAS), red is bad news, blue is spend (more can mean growth, less can mean savings), grey means no change.
• A daily chart of spend and conversion value.
• The same figures by platform and by ad account, largest spend first.

Currencies are never converted. If your ad accounts use different currencies, the dashboard shows one currency at a time, with a switch at the top.

The numbers are as fresh as each account's last sync (see Syncing); Sync now on the Ad accounts page updates an account right away. Read-only ad accounts still count with the history they already have; a disconnected account is removed from every figure. A comparison needs history for twice the period (60 days for 30 days), so it is left out until there is enough.

Top campaigns and recent changes

• Top campaigns lists your top campaigns for the same period, largest spend first, with their platform, status, account, spend, conversions and ROAS. Active shows only the campaigns that are running; All adds the paused ones and the archived ones that spent money in the period. View all opens the Campaigns page for the same period.
• Recent changes shows the latest changes made by you, your teammates or your AI assistant, with who made them, when, and whether they applied. Change log opens the full change log, where you can revert them.

Ad accounts

Ad accounts shows the workspace's current accounts with their platform, last sync and status. View all opens the Ad accounts page, which also lists closed accounts.

Ask your AI assistant

Your assistant reads the same numbers with get_performance_summary (for every account, or one account or campaign with ad_account_id or campaign_id), and the campaigns with get_campaign_performance. Try:

• "How did my ads do in the last 30 days compared with the month before?"
• "How did my Google Ads account do last week compared with the week before?"
• "Which campaigns spent the most this month, and how many conversions did they bring?"

Limitations

• The numbers are as fresh as each account's last sync, and a period always ends yesterday.
• Currencies are never converted, so each currency has its own figures.
• A ChatGPT Ads account shows conversion value and ROAS only with purchase tracking.

See every limit by platform on Limitations.