Monthly cadence
Paid-media performance report
Channel-by-channel ad performance with spend, ROAS, CAC, and conversion details. Built for agencies running Meta, Google, LinkedIn, or multi-channel paid programs.
- 35 min setup
- 7 sections
- 5 data sources
Founders Circle pre-launch — we clone this template for your first 5 clients.
Spend this month
$48,200
Blended ROAS
4.2×
Channel breakdown
- Meta Ads$18.4K4.8×
- Google Ads$16.2K4.1×
- LinkedIn$9.6K3.6×
- TikTok$4.0K1.8×
↑ scale
April brand-awareness creative — +47% CTR
↓ cut
Q1 retargeting set — CAC bleeding
Best for
- Paid-media agencies
- Performance-marketing shops
- Mid-funnel + bottom-funnel programs
- Multi-channel ad management
Pulls from
- Meta Ads
- Google Ads
- LinkedIn Ads (via webhook)
- Stripe (for ROAS)
- HubSpot (for lead quality)
Sections
What’s inside.
Every section is editable. Reorder, remove, or duplicate them per client.
- 01
Spend summary (total, vs. budget, vs. last period)
- 02
ROAS by channel + campaign
- 03
Conversions + CAC trend
- 04
Top performers (what we're scaling)
- 05
Underperformers (what we're cutting or fixing)
- 06
Creative learnings + next-test plan
- 07
Budget recommendation for next period
Why this template#
Paid media is one of the few agency disciplines where the math is the meeting. The client wants to know what their dollars did, what the ROAS looks like, and what's getting scaled or cut. Everything else is context.
This template is structured around that math-first reality: the spend summary is the opener, the ROAS table is the centerpiece, and the narrative explains why the numbers moved.
What makes it work#
Three structural choices specific to paid media:
- Spend reconciles to invoice. Total spend at the top must match what the client paid the platforms last month. No ambiguity, no rounding, no "approximately."
- ROAS is shown by channel AND by campaign. Channel-level helps with budget allocation; campaign-level helps with optimization decisions. Both are required.
- Creative learnings section. Most paid-media templates skip this and the client ends up with charts but no story. The creative-learnings section is where the agency earns its retainer.
What you'll customize#
- Channel mix: which 3-7 channels the client runs (Meta, Google, LinkedIn, TikTok, Reddit, programmatic, etc.)
- ROAS calculation: based on Stripe revenue, HubSpot deal value, or client-attributed conversion value
- Budget recommendation tone: prescriptive ("we recommend X") vs. consultative ("here are three options")
Clone Paid-media performance report. Render in 18 minutes.
Founders Circle pre-launch — we clone the template, set up your first 5 clients, and run the first cycle alongside you. Capped at 25 agencies.