By the end of this page, your first Ocular dashboards will be live with your real data flowing in. Three steps, ~20 minutes of configuration, plus a 24–48 hour data load.Documentation Index
Fetch the complete documentation index at: https://docs.ocular.dev/llms.txt
Use this file to discover all available pages before exploring further.
20 min
Configuration time
24–48 hrs
Initial data load
3 steps
Brand → Sources → Verify
Create a brand
A brand groups your data sources and analytics views. Most companies set up one brand per business line.Where: Settings → Brands → New Brand. Add a name, optional logo, and time zone.
- One unified brand
- Separate brands per line
Multiple stores / channels under one parent. Use when the same team makes decisions across stores.Trade-off: all users see all stores.
Add data sources
Where: Settings → Data Sources → Add Source. Pick the source, follow the OAuth flow, set a historical start date, wait for “Connected”.Minimum viable set to see real data: Shopify (or any quick-commerce platform you sell on) + Meta Ads + Google Ads + GA4. Once those are green, your first Quickstart Reports populate.For the full sequencing — which sources to add next and what each level unlocks — follow Implementation checklist.
Verify your first views
The first load takes 24–48 hours. During that window, Quickstart Reports show partial data — that’s expected. The Data Sources status pane shows backfill progress per source.Once it completes, sanity-check these three views:If anything looks off, jump to FAQs → Reconciliation for the per-source diagnostic flow.
Quickstart Reports - Sales
Revenue reads correctly?
Quickstart Reports - Marketing
Ad spend matches platforms?
Do these right the first time
Four things that are painful to fix later.Plan your brand structure before creating brands
Plan your brand structure before creating brands
Switching between unified vs. separate brands later requires re-ingestion. Decide up front.
Document your start dates
Document your start dates
Six months later, someone will ask why a chart’s history starts in March. Keep a record per source.
Test each connection before moving on
Test each connection before moving on
Don’t connect 12 sources in one sitting. Connect one, confirm green status and non-zero records, then move on. Catches misconfiguration early.
Set up ad tracking before connecting ad platforms
Set up ad tracking before connecting ad platforms
UTMs, fbclid, gclid must be configured at the ad-platform level before Ocular ingests data. See the Ad Tracking Setup Guide.
What’s next
Next: Implementation checklist →
Level 1 / 2 / 3 sequencing — what to connect at each level and what unlocks. Especially useful if more than one person is involved in setup.
Other paths from here: Connect Your Data (per-platform setup) · Settings & permissions (users and roles, once data is flowing) · Start with the question (the fastest way to put Ocular to work once dashboards populate).
