Overview
Revenue, orders, conversion, what your WhatsApp messages cost against what they sold, click-to-WhatsApp ad sales, and what needs attention.
Overview shows "Sales from every channel for the dates you pick." Pick the period with the date selector at the top; every number on the page follows it. Add product next to it opens a new product.
Read the Key Numbers
| Tile | What it counts |
|---|---|
| Revenue | Money from paid orders (including partly refunded ones), by the day they were paid |
| Orders | Orders placed in the period |
| Chat to paid order | Paid orders as a share of every order started in the period, carts included |
| Recovered from cart reminders | Revenue from orders paid after at least one cart or payment reminder |
The first three compare with the period of the same length just before, shown as "+12.4% vs the previous period" (percentage pts for the conversion tile). Recovered from cart reminders reads "In the selected dates".
If your plan caps orders, a banner shows "Orders this month — 12 of 50". When the month's orders are used up, "new orders are refused until the month resets" — Upgrade plan opens Billing.
See Where Revenue Came From
| Card | Shows |
|---|---|
| Revenue | "Paid orders and carts recovered by a reminder, per day" — two stacked bars, Paid orders and Recovered carts |
| Where orders come from | Paid revenue and order count per channel: WhatsApp, Instagram, Messenger, Storefront or Manual |
Compare Messaging Cost With Revenue
Messaging cost vs revenue puts what your WhatsApp messages cost next to the paid orders they brought in. "Orders count towards the last campaign or automation message in the 7 days before them."
| Figure | Meaning |
|---|---|
| Messaging cost | Billed messages × your rate for their category |
| Revenue from messages | Paid orders credited to a message |
| Return on spend | Revenue divided by cost, as 12× |
| Billed messages | Messages Meta marked as billable; a line under it splits them into Marketing, Utility, Authentication and Service, billed and free |
The Source table breaks the same figures down per row: each campaign by name, Automations and flows (all automations together), One-off templates, Inbox replies, each Click-to-WhatsApp ad, and Instagram comments and stories.
Enter Your Own Message Rates
Click Message rates (or Enter rates in the notice).
Enter "what Meta charges you for one delivered message" for Marketing, Utility, Authentication and Service, in the shop's currency. Each rate is between 0 and 10. "Find your rates in WhatsApp Manager under Insights."
Click Save rates.
Until you do, a shop selling in US dollars uses typical rates, and the card says "Costs are estimates from typical rates." A shop in any other currency shows no cost at all until rates are entered ("Enter what Meta charges you per message in … to see what your messages cost."). A US dollar shop can go back with Use typical rates. Entering rates needs "Connect payments, set shipping and refund".
These are estimates. Meta prices by the customer's country and bills your WhatsApp Business account directly — RateUp does not charge you for them. The card also notes that "Replies inside the 24-hour service window are charged at the utility rate from 1 October 2026."
See What Your Click-to-WhatsApp Ads Sold
Click-to-WhatsApp ads appears only when someone reached you from such an ad in the period. "A sale counts towards the last ad the customer clicked in the 7 days before it. Cost is what the messages to them in that week cost."
| Column | Meaning |
|---|---|
| Ad | The ad's headline (linked to the ad when Meta gave a link) and "Ad 1234…" |
| Clicks / People | Taps on the ad, and the distinct people who tapped |
| Cost | What the messages to those people cost, at your message rates |
| Orders / Revenue / Return | Paid orders credited to the ad, their value, and revenue ÷ cost |
When an order credited to an ad is paid, RateUp also reports it to Meta as a Purchase from that ad, so Ads Manager sees the sale. The order page shows "Reported to Meta as a purchase from the ad on …" — see Where This Sale Came From.
To answer ad clicks with the products the ad promoted, use the Came From a Click-to-WhatsApp Ad trigger with Send products to buy.
Work Through Needs Attention
Needs attention lists what needs a person, each linked to where you fix it. "Nothing needs you right now." when it is empty.
| Tag | Item |
|---|---|
| Stock | Up to three tracked variants at or below their low-stock alert, with "… people waiting for a restock" when back-in-stock requests are waiting |
| COD | Cash orders the customer has not confirmed on WhatsApp yet |
| Carts | Carts opened today and not yet paid, with their value |
| Return | Return requests waiting for you |
| Delivery | Deliveries marked failed — "Arrange a new slot with the customer." |
| Meta | Active products Meta rejected — "Fix them so they show in WhatsApp and Instagram." |
Recent orders shows the six newest orders with payment and fulfilment status; View all opens Orders.
Troubleshooting
| Symptom | Cause | Fix |
|---|---|---|
| Messaging cost shows — | No rates for a non-USD shop | Message rates → enter your rates |
| No Click-to-WhatsApp ads card | No ad clicks in the period | Widen the dates; the card hides itself when there is nothing to show |
| A sale is not credited to a campaign | The customer's last campaign or automation message was more than 7 days before the order | Expected — only the 7 days before count |
| Revenue lower than the order total | Revenue counts paid orders only, by payment date | Check Awaiting payment in Orders |