Spend and delivery
Report account spend, impressions and link clicks. Keep the click definition visible when comparing Meta with another advertising platform that may count a different interaction.
Advertising reporting
Bring Meta Ads delivery, spend, lead results and campaign comparisons into a report that connects creative work with the decisions behind the next month.
Campaign spend totals $6,000. Lead actions and unique sales opportunities have different definitions.
Built around your client’s questions
Paid social and lead generation agencies
Paid social accounts change constantly. A client who sees only a spend figure and a lead total misses the work behind them: the new offer, the revised message and the decision to move budget. Put those changes next to the results they were intended to influence.
Monthwrap combines the selected Meta ad account’s reporting with your agency’s work log and narrative. Campaign comparisons give the review structure, while reach and efficiency measures help explain delivery. The report can then move from what happened to what you plan to test next.
Choose the numbers that matter
Paid social spend and ad account results. Choose the relevant figures, add comparisons where the data supports them, and explain what changed.
Report account spend, impressions and link clicks. Keep the click definition visible when comparing Meta with another advertising platform that may count a different interaction.
Show Meta-reported lead actions and the corresponding cost per lead. Add CRM context separately when a client wants to understand qualification, appointments or closed work.
Use monthly reach with impressions to discuss how widely the account delivered and how often people were exposed. Monthly reach is not a sum of daily unique audiences.
Bring the monthly campaign table into the report to compare delivery, spend and leads. Add commentary about the offer and creative work beside the relevant campaign results.
For your next client report
Record the concepts, edits and offer changes your team delivered. Explain why those changes were made, then use results to choose a focused follow-up test.
Arrange the report in your own layoutRead it from the client’s side
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
Connect with a Meta account that has access to the client’s ad account.
Use a Meta user with permission to access the client’s advertising account. An agency managing several businesses should confirm the exact account before attaching it to a client.
Choose Meta Ads in the client’s Sources tab, sign in to Meta, and select the client’s ad account.
Check spend, dates, currency and lead definitions against the selected account. Add a note if tracking, account access or campaign configuration changed during the reporting period.
A Meta lead action is not automatically a qualified lead or a won deal. Keep business outcomes in a separate section, with the CRM or client-supplied source named.
The same customer may appear in more than one advertising platform’s results. Do not add platform-attributed outcomes together and present them as a unique customer or sales total.
Before you connect
Organic Instagram and Facebook Page activity have their own connections. Meta Ads supplies paid advertising results. A single monthly report can include all of them, but each section should identify which activity it represents.
Yes. The monthly campaign table supports comparisons using the data returned for the selected account. Use it to explain meaningful differences rather than presenting every campaign row without a conclusion.
This integration is for reporting. Creative uploads, campaign changes and budgets remain in Meta’s tools. Use Monthwrap to communicate the work performed, the results observed and the next decision for the client.
Start with your next client report
Bring your sources together, choose your layout and add the context your client needs.
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