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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.

20 min

Configuration time

24–48 hrs

Initial data load

3 steps

Brand → Sources → Verify
Settings Brands placeholder

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.
Multiple stores / channels under one parent. Use when the same team makes decisions across stores.Trade-off: all users see all stores.
Picking the wrong pattern is painful to undo — switching later requires re-ingestion. Decide first.
New Brand form placeholder

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.
Use one common start date across all sources. If Shopify starts Jan 1 but Meta Ads starts Mar 1, every cross-channel chart between those dates will be wrong. Pick the date your latest-onboarding source can support.
Data Sources status placeholder
Per-source setup guides (Shopify, Meta, GA4, Blinkit, etc.) live in Connect Your Data — each has prerequisites worth reading before you start the OAuth flow.

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:

Quickstart Reports - Sales

Revenue reads correctly?

Quickstart Reports - Marketing

Ad spend matches platforms?
If anything looks off, jump to FAQs → Reconciliation for the per-source diagnostic flow.
Quickstart Reports placeholder

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Do these right the first time

Four things that are painful to fix later.
Switching between unified vs. separate brands later requires re-ingestion. Decide up front.
Six months later, someone will ask why a chart’s history starts in March. Keep a record per source.
Don’t connect 12 sources in one sitting. Connect one, confirm green status and non-zero records, then move on. Catches misconfiguration early.
UTMs, fbclid, gclid must be configured at the ad-platform level before Ocular ingests data. See the Ad Tracking Setup Guide.

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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).