Spend and delivery
Bring account spend, impressions and clicks into the monthly report. Use the account currency and a consistent period so the client understands the scale of the activity.
LinkedIn Ads + Monthwrap
Advertising reporting
LinkedIn Ads reporting for agencies.
Bring LinkedIn advertising spend, engagement and reported leads into the same monthly conversation as qualification, pipeline and the work behind the campaign.
AvailableLinkedIn sign-in
Inside the monthly reportSample data
Keystone Operations
The month’s demand investment
Ad spend$7,200LinkedIn ad account total
Lead form leads60Platform-reported count
Spend / form lead$120Separate from CRM qualification
Performance breakdownReported results
01October 1–7$1,440
02October 8–14$1,680
03October 15–21$1,680
04October 22–31$2,400
The four periods total $7,200. Form leads are not automatically marketing-qualified or sales-qualified leads.
LinkedIn Ads, at a glance.
- Connect with
- LinkedIn sign-inUse a LinkedIn member with access to the client’s ad account.
- Updates
- Daily sync, with a manual refresh in Sources. Platform reporting delays still apply.
- Earlier months
- Request an earlier month in Sources. Coverage follows the platform’s available history and your account access.
- In your report
- Spend, impressions, clicks, conversions and leads.
Built around your client’s questions
A lead is the start of the sales conversation.
B2B demand generation and paid media agencies
B2B clients often judge a campaign on what happens weeks after the form submission. A useful monthly report still starts with delivery and spend, but it makes room for the offer, the follow-up and the distinction between a platform lead and a sales opportunity.
Monthwrap puts LinkedIn Ads figures next to your campaign commentary and separate CRM results. Explain the audience or message your team tested, how lead volume developed and what the sales team needs to review. Keep the longer buying cycle visible instead of compressing it into a single cost figure.
Choose the numbers that matter
What LinkedIn Ads
brings to the report.
Spend, impressions, clicks, conversions and leads. Choose the relevant figures, add comparisons where the data supports them, and explain what changed.
Platform conversions
Report the conversion actions LinkedIn returns for the account. Explain what those actions represent before comparing them with contact creation, booked meetings or sales opportunities.
Lead Gen Form counts
Show the number of platform-reported Lead Gen Form leads separately. This count provides an acquisition measure, not a built-in assessment of lead quality or sales readiness.
Campaign efficiency
Use supported ratios to explain response and cost. A cost-per-lead number becomes more useful when the accompanying narrative identifies the offer and the follow-up process.
For your next client report
Review an offer with sales
Explain what the campaign asked someone to do and what happened after submission. Use a separate CRM section to discuss qualification without implying every contact came from LinkedIn.
Arrange the report in your own layoutRead it from the client’s side
See the complete
paid advertising report.
A full fictional agency report, with the work delivered, the numbers behind it and the plan for next month. Use its structure to plan your own mix of sources and client results.
Open the sample reportMake the connection
From LinkedIn Ads
to the right client.
Use a LinkedIn member with access to the client’s ad account.
Connection methodLinkedIn sign-inAvailabilityAvailableYour connected account’s API permissions and plan apply.
- 01
Confirm ad account membership
Connect through a LinkedIn member who has access to the client’s ad account. Company Page administration alone should not be assumed to grant the required advertising access.
- 02
Use the approved sign-in route
Choose LinkedIn Ads in Sources, authorize reporting access, and select the client’s advertising account.
- 03
Align definitions with the client
Review conversion actions and lead-form counts before building the report. Agree how the client defines a qualified lead and where that separate business outcome is recorded.
Know what each
number means.
Form submissions are not qualified pipeline
The connection does not automatically turn every form lead into a qualified opportunity. Use the CRM’s stages and the client’s sales process to describe that later part of the journey.
Report aggregate performance responsibly
The advertising metrics are suitable for a client summary. They do not justify exposing individual professional profiles or inventing account-level attribution that the connected data does not provide.
Before you connect
A few useful
answers.
Can I put HubSpot pipeline next to LinkedIn Ads?
Yes. Show the source of each section and explain the relationship in your narrative. The presence of two connections does not by itself establish that every won deal was caused by a LinkedIn advertisement.
Does the integration include organic company posts?
LinkedIn Pages is the separate source for company-page activity. Use both when the engagement covers paid campaigns and organic publishing, with separate labels for advertising results and Page performance.
Why might conversion totals differ from our CRM?
The systems use different events, dates and definitions. A reported advertising conversion may not equal a new contact or qualified opportunity. Document those differences before making a cost or return comparison.
Start with your next client report
The data has a source.
The story has your name.
Bring your sources together, choose your layout and add the context your client needs.
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