Marketing overview
Open Marketing → Overview in Thermal →
What it's for
Marketing overview is your weekly marketing scorecard — leads and calls, search rankings, website traffic, ad results, and budget pacing — read in plain language. Where a number isn't measured yet, the screen shows an honest gap instead of a fake zero, so you can tell "nothing happened" apart from "we aren't tracking this yet."
Reach it from Marketing → Overview in the sidebar, at /marketing/overview.
Tabs
- Scorecard — the metrics grid itself. This is the tab that's built today.
- Channels — a channel-by-channel breakdown (search, ads, social, reviews). Not built yet; the tab shows Not built yet rather than pretending to have data.
- Spend — a dedicated spend breakdown. Also not built yet, same honest empty state.
Panels and controls
A toggle above the grid switches between Call volume and Pipeline & renewals — two different sets of scorecard cells, both read-only.
Two cells under Pipeline & renewals fill in from the monthly marketing spend
you enter on Marketing spend (/reports/lead-source/spend), for the
previous full calendar month in your organization's time zone:
- Cost per booked job is that month's spend divided by the jobs created that month from the lead sources you entered spend for.
- Return on spend is the paid revenue from those jobs divided by the same spend, shown as a multiple such as 4.0x.
Both name the month they cover and follow your branch scope, the same way Job volume & margin by lead source does. With no spend entered for that month, each keeps its gap text.
Every other cell is still an honest gap: leads & calls, search rankings,
website traffic, ad results, answer-engine mentions, and budget pacing under
Call volume; pipeline, agreement renewals, and average won ticket under
Pipeline & renewals. Each gap cell explains why — "Not measured — connect
Presence to start tracking your search rankings," for example — and several
link to Connect at /settings/integrations.
What it accepts
This screen writes nothing. It has no forms, no editable fields, and no server actions — it only displays your marketing metrics once they're connected.
How to configure it
- Enter monthly spend per lead source on Marketing spend to fill in cost per booked job and return on spend. Everything else is a gap until the underlying integration connects.
- Settings → Capabilities decides whether the Marketing area is switched on for your organization; every module is included, so an owner just turns it on. Until it is, the screen says the module is not turned on.
- Connecting your marketing integration (from Settings → Integrations) is what will eventually turn these gaps into real numbers.
Who can see it
This screen sits behind the Marketing area.
Owners and office managers can open it. Dispatchers and technicians cannot — marketing performance isn't part of day-to-day dispatch work. The gate is checked on the server, not just hidden in the sidebar, so a direct link does not get around it.
The full role matrix is on Roles & permissions.