Getting Started with LayerFive

Getting Started with LayerFive

Overview

This guide takes you from a new account to Axis dashboards populated with your own data. Three required steps get you in. Everything after that is optional and there to add value once you're already running.

LayerFive's Onboarding module tracks your progress and links you straight to each step. You can leave and return to it at any time, and it holds your place.

Navigate to: Administration → Onboarding

How setup is structured

The Onboarding screen splits into two parts.

Core Setup is three required steps. Finish them and you're into your dashboards.

Recommended Next Steps are optional. Your dashboards are already available once your data is in, and these steps help you get more out of the platform when you're ready.

A progress ring at the top shows how far through the required steps you are.

Core Setup

Step 1: Confirm client settings

Set the basics every account needs so your numbers line up with how your business runs.

Where it takes you: Administration → System Settings

Set the timezone and currency before data lands, since they affect how every downstream number is bucketed. Click Save when done.

Step 2: Connect a data source

Connect at least one platform so LayerFive can import and analyze your marketing performance. One source clears the requirement, but connect the platform you spend the most on first so your dashboards mean something immediately.

Where it takes you: Administration → Integrations

On connect, LayerFive imports your available history automatically, so you start with real trends rather than an empty screen. Watch the Last Sync timestamp on each source. Connected means the account is linked. Last Sync means data has arrived. Most first syncs finish within a few hours.

Your dashboards become meaningful once at least 30 days of history are imported. For any store or ad account with a month or more of activity, that threshold is met as soon as the first sync completes.

Step 3: Add business context and goals

Tell LayerFive what your business is and what you're aiming for. This step shapes your dashboards, your attribution, and the recommendations Juno gives you. Skipping it leaves Juno guessing at generic benchmarks instead of your actual targets.

Where it takes you: Administration → Marketing Goals

There are three parts:

Business context. Your product category, what you sell, your ideal customer, and your top competitors. This is what lets LayerFive compare you against relevant benchmarks instead of the whole market.

Objective and budget. Your primary marketing goal, chosen from options like revenue growth, profitable growth, new-customer acquisition, and retention. This sets what the platform optimizes its guidance around.

Target KPIs. Set targets for the metrics that matter, across the periods you're planning against. Six metrics come preloaded: Gross Revenue, Average Order Value, Total Ad Spend, Cost per Acquisition, Marketing Efficiency Ratio, and Blended Return on Ad Spend. Enter your account-level numbers first. The channel-level and seasonality sections below are optional, so leave them for later if you're setting up quickly.

All six essentials must be filled before you can save this step.

Recommended Next Steps

These are optional. Once your data is in, your dashboards work without them.

Read your dashboards wide-to-narrow: start with the Executive Summary for the cross-channel picture, then drill into the channel that needs attention.

Setting up tracking and your team

Two things that used to sit in core setup now live outside it, because your dashboards don't wait on them. Do them when you're ready.

Tracking (Tag Management). For LayerFive's own attribution to reach full coverage, deploy the LayerFive pixel on your site. The code generates automatically at Administration → Tag Management. Paste it into your site's head section, or into Shopify's customer events pixel settings. If your attribution coverage percentage reads low later, an undeployed pixel is almost always why. See Tag Management.

Your team (User Management). Add colleagues at Administration → User Management, assign each a role, and set a default landing page so they log in straight to the view that matters for their work. See User Management.

Need more data or help?

If you need a longer data history than the default import, or you're stuck on any step, reach out to us at support@layerfive.com

Troubleshooting

Related Articles

• System Settings

• Integrations

• Marketing Goals

• Tag Management

• User Management