Monthly Meta Ads client report template
A one-page report that answers the three questions clients actually ask: how did we do, why, and what happens next. Copy it or download it. Nothing is sent or saved.
MONTHLY META ADS REPORT: [Client name] Period: [1 Month] to [30 Month] Prepared by: [Your name] Date: [Date] 1. THE SHORT VERSION (three lines) - Result this month: [results] [result type, for example purchases or leads] for [spend] - Cost per result: [amount] against a target of [target], which is [on target / above / below] - One sentence on why: [for example, a new offer lifted conversion rate] 2. NUMBERS THAT MATTER Spend: [amount] Last month: [amount] Change: [percent] Results: [number] Last month: [number] Change: [percent] Cost per result: [amount] Last month: [amount] Change: [percent] [For online sales add: Revenue [amount], ROAS [x]] [For leads add: Leads that became customers [number], if the client shares it] 3. WHAT CHANGED THIS MONTH - [Change 1, for example: moved budget from campaign A to campaign B] - [Change 2, for example: replaced two fatigued ads] - [Anything outside our control, for example: stock ran out, site was down on [date]] 4. WHAT WORKED AND WHAT DID NOT Worked: [campaign or ad, with one number] Did not work: [campaign or ad, with one number, and what we did about it] 5. WHAT WE ARE DOING NEXT MONTH - [Action 1] to improve [metric] - [Action 2] to test [idea] - Budget recommendation: [keep / raise to X / lower to X], because [reason] 6. WHAT WE NEED FROM YOU - [Item, for example: new product photos by the 5th] - [Decision, for example: approve the spring offer] Questions? Reply to this email or book a call: [link]
Plain text, so it pastes into any document, email or project tool. Nothing you copy is sent or stored.
How to use it
- Fill the short version first. If a client reads nothing else, they should still know the result, the cost and the reason.
- Use the same layout every month so clients can compare at a glance.
- Keep section 3 honest. Naming what changed, including things outside your control, builds trust.
- Delete any line that does not apply. A shorter report is read more often.
Replace every [placeholder], then delete the bracketed hints. Compare against the target cost per result you agreed with the client, not against last month alone.
Common questions
How long should a client report be?
One page for most clients. Put detail in an appendix only if the client asks for it.
Should I include every metric?
No. Lead with the result, cost and reason. Add other metrics only when they explain a change.
Can I send this under my agency brand?
Yes. It is plain text, so paste it into your own document or email.
Related
Stop losing 12 days a month to manual work
Where the 12 days go, for an agency running 4 Meta ad accounts
Scenario: 15 minutes of checking and 30 minutes of diagnosing per account per day over 22 working days, plus 2 reports per account at 3.5 hours each. Your numbers may differ.
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