Overview
Welcome to Trackian! This guide walks you through setting up your account and getting your first insights in under an hour. Whether you're running an e-commerce store or generating leads for your business, we'll help you connect your marketing platforms, create dashboards, and start seeing what's really driving your results.
Each section covers essential setup tasks with clear explanations of why they matter. These steps are designed to get you from zero to actionable insights as quickly as possible.
Basic Setup
Connect Your Website Platform
For E-commerce Stores: Connect your Shopify, WooCommerce, or Magento store first. This imports your orders, products, and customer data - the foundation for all your profit calculations.
Coming soon: OpenCart, BigCommerce, and PrestaShop are in beta. Email us at support@trackian.com to be first in line when they're ready.
For Lead Generation Sites: Set up custom conversion events to track your leads, form submissions, and other key actions. We'll help you measure what matters for your service business.
Why it matters: This is your source of truth - whether it's revenue from sales or value from leads, this data powers everything else.
Link Your Ad Platforms
Connect the platforms where you're running ads:
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Google Ads
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Meta (Facebook/Instagram) Ads
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TikTok Ads
We pull data directly from their APIs - no middleman, no manipulation, just the truth about your ad performance.
Bonus: Add Google Search Console to see your organic search performance alongside paid channels.
Add Google Analytics 4
GA4 is the foundation we build on. We blend all your channel data with GA4 to give you rich insights into user behavior:
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Conversion funnels
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Customer journeys
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Ecommerce and other custom events
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Pages visited
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Time on site
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And much more
Pro tip: We'll show you metrics GA4 can't calculate alone - like actual profit per channel or true cost per lead including all your expenses.
Create Your First Project
Understanding Projects
One project = one domain (or subdomain). If you have different domains for different markets (like .com for US and .co.uk for UK), each counts as a separate project.
Historical data: We'll extract up to 3 years of data from each platform (depending on what their API allows), so you can spot long-term trends immediately.
Choose Your Dashboard View
1. Trackian Discover Your single project command center. See all channels, campaigns, and performance metrics for one domain in a unified view. This is where you'll spend most of your time understanding what's working.
2. Trackian Hub
The multi-project overview. Perfect for:
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Agencies managing multiple clients
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Businesses with multiple domains
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Anyone who wants to see top KPIs at a glance
Set your most important KPIs and see red/yellow/green indicators showing whether you're hitting targets across all projects.
3. Analysis Breakdowns Deep-dive dashboards for each platform:
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Facebook Ads campaigns
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Google Ads performance
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TikTok Ads metrics
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Google Search Console data
See campaign-level details, ad set performance, and everything you need to optimize each channel.
Set Your KPIs and Targets
Configure Trackian Hub
Even if you have just one project, the Hub view is where you:
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Select your most important KPIs
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Set monthly targets for each metric
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Track progress with visual indicators
What you can track: ROAS, CPA, conversion rate, revenue, leads, profit margins - choose what matters most for your business.
Customize Your View
While dashboards are predefined for consistency, you can:
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Select which metrics to display
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Hide metrics that aren't relevant
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Focus on what drives your business
Enhance Your Data Quality
Add Your Costs
Real profit (or true cost per lead) needs real costs. Add these expenses:
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Cost of goods sold (COGS)
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Agency fees
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Administrative costs
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Any custom expenses
Impact: This transforms "revenue" into "profit" or shows your true "cost per lead" - the numbers that actually matter.
Explore "What Changed?"
Once your platforms are connected and data is flowing, use our "What Changed?" analysis to understand:
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Why metrics shifted
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What caused improvements or declines
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Which factors correlate with success
No setup needed - just navigate to the feature and start exploring.
Activate Monitoring with Trackian Sentinel
Anomaly Detection
Trackian Sentinel monitors up to 60 metrics daily and sends critical alerts when something unusual happens. You'll get notified via:
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Email alerts
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In-app dashboard notifications
What we watch: Traffic spikes, conversion drops, unusual ad spend, inventory issues, lead quality changes, and more.
Peace of mind: Never miss an opportunity or problem again - Sentinel has your back 24/7.
Collaborate with Your Team
Add Team Members
Invite your team to collaborate - there's no limit on users. Currently, all users have full access to all projects in your account.
To add users: Go to Settings > Users > Add User
Share Specific Dashboards
Need to share a specific view without giving full access? Use the Share button on any dashboard to:
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Send a view-only link to specific email addresses
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Share project-level insights with stakeholders
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Provide platform-specific data to specialists
How to share: Click the "Share" button on any dashboard, enter the recipient's email, and they'll receive a secure link to view that specific data.
Data & Refresh Schedule
Data Updates
Your data refreshes once daily, pulling the latest information from all connected platforms. This ensures you're always working with current data while maintaining platform stability.
Historical Data Loading
When you first connect:
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Day 1: Initial connection and validation
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24-48 hours: Up to 3 years of historical data loads
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Day 3+: Daily refreshes keep everything current
Support & Help
Need Assistance?
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Live Chat: Available during business hours
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Help Center: Detailed guides and tutorials
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Direct Support: Contact Martin Zhelyazkov at martin@trackian.com for software-related questions
Common Questions
Q: How much historical data can I access?
A: Up to 3 years, depending on what each platform's API provides.
Q: Can I connect multiple domains?
A: Yes! Each domain is a separate project. Use Trackian Hub to monitor all of them together.
Q: What's the difference between e-commerce and lead gen setup?
A: E-commerce connects directly to your store platform. Lead generation uses custom conversion events to track your specific goals.
Q: How do I know if my data is accurate?
A: We pull directly from platform APIs - it's the same data you see in Google Ads, Meta Ads, etc., just organized better.
Why This Matters
You're not here to collect data. You're here to make better decisions that grow your business. Every connection you make and every cost you add brings you closer to the truth about what's working.
Whether you're selling products or generating leads, Trackian gives you the unified view you need to optimize performance and increase profitability.
Remember our promise: We do KPI Dashboards. You do PROFIT.
Welcome to Trackian - let's grow your business together! 🚀