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Claude dashboard template · Microsoft Ads

Free Microsoft Ads dashboard template for Claude

Find keywords that waste spend and move budget to what converts with this free Microsoft Ads dashboard template. It takes about 8 minutes to set up and runs on your own Microsoft Advertising account, so you can keep asking Claude questions about it.

By Co-founder and CEO, Porter MetricsLast updated November 3, 2026

trailgear.com · demo
Microsoft Ads dashboard template for Claude, overview on Trailgear demo data (dark mode)
Overview · 4 pages · Porter demo data (Trailgear)Open the Claude dashboard ↗Porter Microsoft Ads dashboard PDF ↗

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What you can do with this Microsoft Ads dashboard

Seven jobs this dashboard does. Click one to see its view on demo data, then paste its prompt into the same Claude chat.

See all paid media report templates

Microsoft Ads dashboard template for Claude, campaigns table on Trailgear demo data (dark mode)

Spot campaigns going off track

Each campaign’s spend, conversions and cost per conversion against the 14 days before, so you catch the one that got pricier.

  • Which campaigns spend more for fewer conversions?
  • Whose cost per conversion went up?
Prompt
Compare Spend, Conversions and Cost Per Conversion by Campaign Name for the last 14 days with the 14 days before.

How to set up the Microsoft Ads dashboard in Claude

You need a Microsoft Advertising account your Microsoft login can open, a free Porter account and Claude Pro, Max, Team or Enterprise. Setup takes about 8 minutes.

  1. Connect Microsoft Ads in Porter

    Sign up free at Porter, open Data sources, pick Microsoft Ads, click Add account, sign in with Microsoft and select your ad accounts. The Microsoft Ads to Claude tutorial shows each click.

  2. Add Porter to Claude

    In Claude, go to Customize → Connectors → Add custom connector, paste https://mcp.portermetrics.com/mcp and name it Porter Metrics. Click Continue, then sign in to Porter and allow access.

    Claude's Add custom connector window with the name Porter Metrics and Porter's MCP URL filled in
    In Claude: Customize, Connectors, Add custom connector, then paste Porter’s MCP URL
  3. Paste the install prompt

    Open a new chat in Claude, paste this prompt and replace the account in brackets with your own. Comparisons with the previous 14 days need the trial or a paid plan.

    Install prompt
    Duplicate this Claude dashboard template and keep its layout, views and styling: https://claude.ai/artifact/Q1wByMzgJLYMAwr2Ka6yJ7 Then rebuild it with my own data through Porter: a Microsoft Ads dashboard for [account] for the last 14 days: KPI cards for Spend, Conversions, Cost Per Conversion, Return On Ad Spend, Impressions, Clicks, Ctr and Average Cpc; a Campaign Name table with Campaign Type, Spend, Conversions and Cost Per Conversion; keywords with Clicks and 0 Conversions; Monthly Budget vs Month To Date Spend per campaign; Impression Share Percent, Impression Lost To Budget % and Impression Lost To Rank Aggregated % by campaign; Quality Score, Expected Ctr, Ad Relevance and Landing Page Experience by Keyword; results by Device Type; and Conversions by Hour Of Day, weekdays vs weekends.
    Open in Claude with this prompt
    Microsoft Ads dashboard template for Claude, KPI cards on Trailgear demo data (dark mode)
    The first thing Claude builds: KPI cards for your own account. Demo data shown.
How to connect Microsoft Ads to Claude · Short
How to connect Microsoft Ads to Claude
Porter Metrics on YouTube

Microsoft Ads fields and data

The template reads 20 of the 412 Microsoft Ads fields Porter offers, from campaign, keyword, budget and hourly reports.

Top 5 Microsoft Ads KPIs to watch

Trailgear demo data · last 14 days vs the 14 before

  • Spend$6,900+6.2%

    Rising faster than conversions means a campaign or keyword is leaking money.

  • Conversions168+11.3%

    If they drop while spend holds, check the campaign table first.

  • Cost Per Conversion$41.07−4.6%

    A campaign far above your target is the first one to cut or fix.

  • Return On Ad Spend2.77+5.8%

    Below 1, a campaign earns less than it costs.

  • Impression Lost To Budget %21%Search · Tents

    High on a profitable campaign means more budget should pay back.

How the numbers are calculated

Cost Per Conversion
Spend ÷ Conversions.
Return On Ad Spend
Revenue ÷ Spend.
Impression Lost To Budget %
Share of eligible impressions missed because the budget ran out.
Budget pacing
Month To Date Spend ÷ days passed × days in the month.
Change
(This period − previous) ÷ previous.

Data sources

Metrics

  • Spend
  • Impressions
  • Clicks
  • Ctr
  • Average Cpc
  • Conversions
  • Cost Per Conversion
  • Revenue
  • Return On Ad Spend
  • Conversion Rate
  • Monthly Budget
  • Month To Date Spend
  • Impression Share Percent
  • Impression Lost To Budget %
  • Impression Lost To Rank Aggregated %
  • Top Impression Share %
  • Quality Score
  • Expected Ctr
  • Ad Relevance
  • Landing Page Experience

Dimensions

  • Date
  • Campaign Name
  • Campaign Type
  • Keyword
  • Match Type
  • Device Type
  • Hour Of Day

See all fields:Microsoft Ads · 412 fields

What makes this Microsoft Ads dashboard different

What you get that the Microsoft Advertising interface or an exported report can’t give you.

  • Ask the next question in the same chat

    See cost per conversion jump, then ask Claude which keywords caused it.

  • Pause a keyword without opening Microsoft Advertising

    Claude pauses keywords or changes budgets once you approve.

  • Put Microsoft Ads next to Google Ads

    Add Google Ads to compare both search platforms in one table.

  • See what happens after the click

    Add GA4 to see the sessions and sales each campaign brings.

  • Send clients a report on your logo

    Publish it in Porter and email it on the day you choose.

  • Share it without account access

    Anyone with the Porter link sees the numbers.

What the dashboard includes

  • KPI cards against the previous period
  • Campaign, keyword and budget pacing tables
  • Impression share and Quality Score by keyword
  • Results by device and conversions by hour

Get your free Microsoft Ads dashboard

Sign up free, connect Microsoft Ads and paste the prompt. Your own data fills the same layout as the demo.

Free plan · 14-day trial · No card needed