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Client Report Builder
Turn your campaign numbers into a branded client report: enter or import each channel's impressions, reach, clicks, leads, conversions, spend and revenue, and get CTR, CPC, CPM, CPL, CPA, conversion rate and ROAS per channel and in total, with charts, an optional period comparison and a PDF ready to send. Every figure comes from you: missing data is shown as missing, never as zero, and the report says so.
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How to use it
- Enter the client name, the reporting period and, if you want a comparison, the earlier period's dates. Pick the currency and your brand colour; signed-in members can add a logo.
- Choose the channels (Meta Ads, Google Ads, LinkedIn Ads, YouTube, Email, SEO/Organic or any custom name) and type each figure from the platform's own reporting, or import a CSV file using the template.
- Leave a field blank when you don't have the figure. Enter 0 only when it really was zero.
- Check the KPI summary, the per-channel tables and the data notes, which list every missing figure and every N/A with its reason.
- Write the executive summary yourself or press “Draft summary” for bullet points built only from your figures, then edit them.
- Download the branded PDF or the table as CSV. Sign in to save the report, reopen it later and duplicate it for next month.
How the figures are calculated
- CTR = clicks ÷ impressions × 100
- CPC = spend ÷ clicks
- CPM = spend ÷ impressions × 1,000
- CPL = spend ÷ leads
- CPA = spend ÷ conversions
- Conversion rate = conversions ÷ clicks × 100
- ROAS = revenue ÷ spend
- A KPI is N/A when either figure is missing or the divisor is 0, and the reason is shown
- Totals add up only the channels that reported a figure and are marked partial otherwise; total KPIs use only channels that reported both figures in the formula
- Change % = (this period − comparison) ÷ comparison × 100, only when both exist; total changes compare only channels that reported the figure in both periods