Meta Ads ROI report template for marketing teams and agencies

A ROI report should include a breakdown of metrics by visibility, engagement, and conversion metrics. This should be done by segmenting the data by campaign, channel, audience, content, objective, and date. For example, visibility metrics can include impressions and reach for each campaign and channel. Engagement metrics can include click-through rates and time spent on content. Conversion metrics can include the number of leads generated or sales made. By including these elements, the report provides a comprehensive analysis of the return on investment for various marketing efforts.

To analyze ROI data, first choose metrics such as visibility (impressions, reach), engagement (clicks, likes, comments), and conversion (sales, leads). Break them down by visibility metrics (e.g., impressions per campaign), engagement metrics (e.g., click-through rate by channel), and conversion metrics (e.g., conversion rate by audience). Secondly, add context by comparing against cost (e.g., cost per impression or cost per click), date range (e.g., comparing performance over different months), goals (e.g., conversion rate goal vs actual rate), rates (e.g., engagement rate benchmark), and benchmarks (e.g., industry benchmarks for conversion rates). Finally, segment data by campaign (e.g., performance of different ad campaigns), channel (e.g., comparing metrics by social media platform), audience (e.g., analyzing conversion rates by age group), content (e.g., analyzing engagement metrics for different types of content), objective (e.g., comparing performance for different marketing objectives), and date (e.g., tracking changes in metrics over time). For example, by segmenting data by campaign, you can identify which campaign generated the highest conversion rate or by segmenting by audience, you can determine which age group has the highest engagement rate.

To build an ROI Meta Ads dashboard, 1) connect your Meta Ads account and other relevant data sources. 2) Choose metrics such as click-through rates, conversion rates, and cost per action to monitor performance. 3) Segment your data by campaign, channel, audience, product, customer content, objective, and date for a comprehensive analysis. 4) Incorporate filters or buttons for interactivity, such as filtering by date range or campaign type. 5) Finally, share your dashboard via PDF, scheduled emails, or links for easy access and review.

A ROI Meta Ads dashboard is a visual tool that tracks the return on investment (ROI) of advertising campaigns, crucial for businesses to measure the effectiveness of their marketing strategies. Common tools used to create such dashboards include Looker Studio, which allows for real-time data monitoring, essential for making timely business decisions. Key elements typically included are cost data, revenue data, and performance metrics of ads. Our YouTube channel, https://www.youtube.com/@porter.metrics, provides tutorials on how to create a marketing dashboard using Looker Studio.

Yes, Looker Studio allows you to download your report as a PDF. To do it, follow these steps:

Before downloading your report choose the date range you want to visualize on your report.
Click on the “File” menu at the top left corner of the screen.

Select “Download as” from the drop-down menu and choose “PDF.”

You can choose which pages you want to download, and also you can add a password to protect the report and add a link back to the online report.

Click on “Download” to save the report on your device.