Account summary — health at a glance

Last updated: May 19, 2026

Account summary — health at a glance

GET /api/v1/analytics/account-stats (verified apps/backend/src/routes/api/analytics.route.ts). Returns aggregated account metrics: spend, revenue, profit, ROAS, CPA, CPM, CTR, impressions, clicks, conversions. Per-account or workspace-wide depending on scope. Use case: owner / admin weekly review — single page health check before drilling down.

Who is this for

Owners + admins reviewing account health. Especially valuable for:

  • Weekly executive snapshot

  • Quarterly business review prep

  • Onboarding stakeholders ("this is how we're doing")

  • Single-page status for non-mediabuyer audiences

What's in the summary

The account-stats endpoint returns aggregated metrics in target_currency:

Metric

Definition

spend

Total ad spend

revenue / purchaseValue

Total tracked purchase value

profit

revenue − spend (basic gross calc)

roas

revenue ÷ spend

cpa

spend ÷ conversions

cpm

(spend ÷ impressions) × 1000

ctr

(clicks ÷ impressions) × 100

impressions

Total impressions

clicks

Total clicks

conversions

Total conversion events

(Profit calculation is basic gross — doesn't include fees, refunds, COGS, customer support, etc. For full P&L: pair with finance / accounting tools.)

How to view

Dedicated card / widget

Some Wevion UI versions surface account-stats as a dedicated Account Summary card in /analytics. Single row of headline numbers.

Via the KPI strip (effectively)

In Single Platform mode, the KPI strip shows the same fundamental metrics — with scope applied per platform. Account-stats is the workspace-wide rollup.

Owner / admin filter

Owners (canViewTeam) can filter to specific accounts (via account selector) or view workspace-wide aggregated.

Endpoint

GET /api/v1/analytics/account-stats (verified):

Query params:

  • from_date, to_date: required

  • platform: optional (defaults to all)

  • timezone: optional

  • currency: optional (defaults to native or workspace)

  • account_id: optional (filter to single account)

Auth: ROLE_GROUPS.DASHBOARD + app.apiKey('insights').

How it differs from other endpoints

Endpoint

Scope

/api/v1/analytics/kpi (Single Platform)

Per-platform KPI strip

/api/v1/analytics/unified (Cross-Channel)

Cross-platform rolled-up

/api/v1/analytics/account-stats

Account-wide aggregated (typically workspace-default scope)

account-stats is the simplest, most aggregated view. Use for:

  • "How is the account doing this week?" (one number per metric)

  • Stakeholder dashboards

  • Quick-glance check

Compare to previous period

Pair with comparison endpoint for delta_pct on each summary metric.

Standard pattern:

  • Current = last_30d

  • Previous = prior_30d

  • Each metric: current value + delta_pct color-coded

Use case: monthly review with "vs last month" framing.

Use cases

Weekly executive snapshot

Owner opens Wevion → Analytics → reads account-summary card. Done in 60 seconds. If anomalies → drill into Single Platform or Ads Manager.

Monthly review meeting

Export account-summary + comparison delta as PDF (an-116). Annotate with brief commentary. Present to leadership.

Onboard new client / stakeholder

Show "here's the account today" + "here's the trend over last 90 days" (with comparison). Sets expectations.

Quarterly business review

90-day window + previous quarter comparison. Headline numbers + bullet commentary. Exec deck-ready.

Pre-strategy session

Before strategy meeting: pull account-stats for last 90 days + key Single Platform breakdowns. Walks team into the meeting with shared data baseline.

What account-stats doesn't show

  • Per-platform breakdown — use Cross-Channel channel comparison (an-108)

  • Per-campaign breakdown — use top campaigns or Ads Manager

  • Trend over time — use spend-trend widget

  • Per-creative performance — use creative-performance widget

  • Audience demographics — use Audience Hub

account-stats is headline, not detail. Drill into the right view when you spot something.

Currency + freshness

Same as other Analytics:

  • target_currency default = workspace default (see an-115)

  • Data freshness: 15-min sync + 24-72h postback lag for ROAS / CPA (see an-114)

Common mistakes

  • Reading account-stats as full P&L: profit is gross (revenue − spend); doesn't include COGS, fees, returns. Use finance tools for full P&L.

  • Acting on today's ROAS in account summary: postback lag; use last_7d minimum

  • Skipping comparison: a snapshot without delta doesn't tell you the trend

  • Using account-summary for tactical decisions: it's aggregated; drill into Single Platform or Ads Manager for action

Common issues

  • Numbers empty: no data in the window OR no platforms connected

  • Profit looks wrong: revenue may be postback-lagged; spend is current; ratio off until postback settles

  • Workspace-wide vs per-account confusion: check account_id param scope

  • Currency mismatch with stakeholder expectation: confirm target_currency

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