The nova dashboard suite is your most powerful tool for elevating client conversations, streamlining reporting, and driving strategic recommendations. This guide shows you how to integrate each report into your workflow to maximize its value.
Navigating to the nova Dashboard Suite
Log in to nova (if you need help or access, reach out in #nova-intelligence-feedback)
Go to Power View > Clients
Find your client(s) in “My Clients”, or search for a client in “All Clients.” Pro-Tip: We have a demo client, Demo Client, with anonymized data for demo purposes
Click on the desired client
Click on the “Reporting” tab, and select a Report from the “Reports” drop-down on the right of the screen. Report documentation is found in the “View Documentation” link
Aligning Reports to Client Needs
Use this table to quickly identify which report is required for key client discussions, QBRs, strategy alignment. For a complete reference on what report is useful for which questions and actions, use this guide.
Client Strategic Question/Need | Key nova Report to Use | What the Report Delivers (Actionable Insights) |
"What's the state-of-the-state?" | Daily Flash Report | A high-level pulse check on sales, traffic, and customer acquisition health. Use it to quickly confirm daily performance or preemptively flag immediate concerns before a meeting. |
"What is the true ROI of our marketing investments?" | Division: Ecommerce | A holistic, cross-channel view that consolidates key metrics across sales, marketing spend, and customer behavior. Use it to tell the full story of performance drivers and overall efficiency. |
"Are we spending effectively across all channels?" | Marketing KPI Channel Performance | Accountability and allocation insights. Surfacing performance tied to advertising spend, traffic, and platform-specific effectiveness to prove efficiency, engagement, and ROI across your channel mix. |
"How can we maximize visibility in our local markets?" | Channel: Local SEO | Insights on how a business is performing in local search (Google My Business), tracking key metrics like visibility, engagement, and customer sentiment at the location level. |
"How do we optimize our funnel and reduce CPA in paid media?" | Channel: Paid Search Channel: Paid Social Report | Tactical optimization data. Highlights key campaign metrics, spend efficiency, conversion performance, and creative insights across platforms (Meta, TikTok, Pinterest, etc.) to inform next-step strategy. |
"How do we measure success on our video content?" | Channel: YouTube | A focused snapshot of paid YouTube campaign success, including media spend, user engagement, and video-level performance, allowing you to easily compare results to previous periods. |
"How do we grow high-value customer segments (LTV)?" | LRFM Overview | Customer segmentation for retention strategy. Provides a powerful framework based on Length, Recency, Frequency, and Monetary value to help identify and develop strategies for your most valuable, loyal audiences. |
"What is the revenue impact of our organic strategy?" | Channel: SEO Channel: SEO (AI Traffic) | Comprehensive organic performance tracking. Highlights traffic sources, page-level engagement, and revenue impact from both traditional organic SEO and the emerging trend of AI-generated (LLM) traffic, including Google Search Console data. |
"Are we stocking the right products for profitability?" | Product | Operational and merchandising intelligence. Provides a holistic view of product performance, customer purchasing behavior, and crucial return/refund trends to identify high-profit items and areas of concern. |
"What's the portfolio-level view of our paid social campaigns?" | Paid Social Performance KPI Tracking | A focused report surfacing key metrics like spend efficiency, conversion, and audience engagement across multiple platforms (Facebook, TikTok, Pinterest) to help adjust strategies at a high-level portfolio view. |
Integrating Dashboards into Your Workflow
To maximize impact and utility, integrate these reports into your core activities:
Meeting Prep
Weekly Syncs or TBs: Review the Daily Flash Report and relevant Channel Performance Reports to preemptively flag wins or concerns before speaking with the client.
QBR / Strategy: Use the eCommerce Report and LRFM Report to structure the narrative around business impact, not just media metrics.
Client-Facing Communication
Demonstrate Value: Instead of manually creating charts, share a live link to the relevant nova report to ground the conversation in real-time, transparent data.
Storytelling: Use the LRFM Report or the Product Analysis to shift the conversation from what we did to what we do next to drive client growth.
Quick Sharing and Troubleshooting
Sharing Reports with Clients or Team Members
Navigate to the desired report in nova.
Use the three-dot menu in the top-right corner.
Choose Download to generate a PDF or PNG for static sharing (e.g., in a presentation).
Choose Schedule Delivery to automate a weekly or monthly email of the report.
Easiest Method: Simply copy and paste the report's URL. Any client or team member with nova access will be able to view it.
Troubleshooting Data Issues
Initial Check: If a report fails to load or shows incomplete data, always check the date range and filters first.
Integration Check: Confirm that the client account has the necessary data source (e.g., Google Analytics 4, Shopify, Meta) actively Connected under the client's Integrations tab in nova.
Escalation: If you can't resolve the issue, submit a request directly to the team in the dedicated Slack channel #nova-intelligence-feedback.