One page of numbers, one page of decisions. A fill-in report that answers the only question that matters each month: what did each channel cost, and what did it bring back?
Print it or fill it in on screen. Spend comes from the platform invoices; leads, customers and revenue come from your CRM — not from the ad platforms' own conversion counts. The formulas are printed on the page, so anyone can check the math.
Spend, leads, cost per lead, customers, cost per customer, revenue and ROAS for Google, Local Services Ads, Meta, Microsoft and offline — with last month alongside.
Break-even ROAS is one divided by your gross margin. Write it once and every channel above it is paying for itself on the first sale.
Ranked by revenue returned, not lead count — with room to note why the best ones worked and whether to fix, pause or wait on the worst.
Each change with the result you expect and how you'll know, so next month's report can say whether it worked.
Leads with no source, deals with no revenue, calls tied to nothing. What the report can't see, written down where you'll notice it.
Business owners who want one honest monthly summary of their advertising, and anyone reporting to them — an in-house marketer, an office manager, or an agency whose report you'd like in a format you can actually compare month to month.
Instant download — no waiting, nothing to install.
The template shows you how to build it by hand. A 30-minute demo shows these numbers pulled automatically — calls and closed deals included — from the accounts you already run.
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