Overview
The Onboarding module is your guided setup checklist for getting LayerFive fully configured. It tracks progress across the core setup steps and links you directly to each configuration area so you don't have to navigate manually.
Navigate to: Administration → Onboarding
Onboarding Progress
At the top of the page, a progress bar shows how many of the required steps are complete.
Example: 3 / 4 steps — 75% Complete
The bar updates automatically as you complete each step. Once all steps are done, your account is fully set up.
Connect Your Data Sources
The top section of the Onboarding page shows your currently connected integrations. These are the same connections managed in Administration → Integrations.
Connected sources display a Last Sync timestamp. Sources that haven't synced yet show Last Sync: NA.
Click Show more integrations to see and connect additional data sources beyond the ones displayed by default.
Recommended core connections to complete before moving on:
| Source | Why |
|---|---|
| Shopify | Required for order data, Cohort Analysis, and Attribution coverage |
| Google Ads | Required for Google Performance dashboard and Attribution |
| Meta | Required for Meta Performance dashboard and Creative Reporting |
| TikTok | Required for TikTok channel data in Attribution and Performance Reports |
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Core Setup Steps
Below the integrations section, the Core Setup Steps list shows the remaining configuration tasks. Each step has a Go button that navigates you directly to the relevant screen.
| Step | Description | Destination |
|---|---|---|
| Add Timezone and Currency | Set your reporting timezone and preferred currency so all dashboards display data correctly | Administration → System Settings |
| Create a Custom Metric | Define a calculated KPI relevant to your business (e.g. blended ROAS, MER, efficiency ratio) | Performance Reports → Custom Metrics |
| Create a Custom Report | Build a segmented performance report tailored to your reporting needs | Performance Reports → Create Report |
Completed steps are marked with a checkmark. Steps not yet completed show an open circle.
What to Do After Onboarding Is Complete
Once the progress bar shows 100%, your account's core configuration is in place. From here:
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Deploy your tracking pixel — Go to Administration → Tag Management and place the generated pixel code on your website. This is essential for Attribution accuracy.
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Invite your team — Add users in Administration → User Management and configure their roles and landing pages.
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Explore your dashboards — Start with the Executive Summary for a full-funnel view, then drill into channel-specific dashboards.
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Review your Attribution data — Check Signal → Attribution Analytics and confirm your Coverage % is above 80%.
Brands & Agency Tabs
If your account manages multiple brands or operates as an agency, the Onboarding section also contains:
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Brands — Configure settings and tracking for individual brand accounts
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Agency — Manage agency-level access and multi-client configurations
Contact your LayerFive CSM if you need help setting up a multi-brand or agency structure.
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