RP
RevenueProven

Documentation

Setup guides, API references, and product documentation.

Account-Level Views and Drill-Down

Company Insights is the entry point for account-level reporting. From any row you can drill into the customer journey timeline to see the full chronology of LinkedIn engagement and CRM events for that account.

Ad Set Analytics and Per-Creative Performance

The Ad Set Analytics page shows campaign and ad-set performance with expandable per-creative rows. Creative metrics are pulled from LinkedIn on demand when you expand a row and are not stored historically.

Agency Workspaces and Client Rollup

Growth plans and above support belonging to multiple client workspaces. The Workspaces rollup surfaces every accessible client workspace's connection health, sync status, and recent activity in one place. The Agency plan is built for managing 50 client ad accounts across 50 seats.

Building an Ads Report

Configure your Ads Report by choosing metrics, reordering columns with drag-and-drop, applying per-column filters, and opening row detail panels to explore the data that matters most.

Custom Report Categories

Create your own report categories to group specific metrics together, then let AI suggest a clear, descriptive name. Custom categories work with scheduled reports and the templates marketplace.

Exporting and Sharing Report Data

Get Ads Report data out of Revenue Proven through scheduled email delivery, one-off CSV downloads from select tables, or a shareable filtered URL. Learn which method fits each situation.

Exporting Reports: CSV and PDF

Revenue Proven delivers data as CSV for analysis and as PDF for presentations. This guide explains when to use each format and what each one includes.

Filters and Saved Views

Every Revenue Proven report supports filtering by date range, lookback window, industry, deal stage, and other dimensions. Ten preset marketing views give you a starting point, and saved views let you bookmark your own configurations.

How to Read Your ROAS Metrics

A practical guide to interpreting Return on Ad Spend metrics in your RevenueProven dashboard.

KPI Definitions: What Every Number Means

Every KPI on the Revenue Proven dashboard maps to a precise calculation. This glossary documents what each metric includes and what it excludes, so you can explain the numbers confidently in any review.

Report Templates Marketplace

Browse community-contributed audience targeting templates on all plans. Installing or sharing templates requires Growth or above.

Scheduled Email Reports

Set up automatic CSV or PDF report deliveries on a recurring schedule. Available on Growth plans and above, scheduled reports send data directly to any email address so your team stays informed without logging in every time.