Downloads
Excel workbooks, PDF checklists and sample reports you can use today.
Start here if you want more than one job done. The files further down each do one job.
Monthly, weekly and single campaign reports, targets against actual, a dashboard, Black Friday, year-end, quarterly, year over year and creative reports, and a ROAS worked example, with demo tabs to compare against. Paste an Ads Manager export and the tabs fill. Some tabs need an export broken down by day.
Excel workbook 215 KB
DownloadInstagram feed, Stories and Reels side by side, a KPI scorecard by goal, ROAS by placement, and Facebook against Instagram, with a demo report tab.
Excel workbook 48 KB
DownloadA media plan, a year plan, a Black Friday plan, a daily spend tracker, a daily report, plan against actual, and a budget table for a proposal. The tracking tabs need an export broken down by day.
Excel workbook 67 KB
DownloadAccount audit, launch, weekly and monthly optimization, Black Friday and compliance in one PDF. You can type in the audit on screen or print it.
PDF 180 KB
DownloadA finished monthly report for a fictional design studio, then one for a fictional online shop. Every number is made up. It shows a layout and is not a DashOps export.
PDF 64 KB
DownloadOne job each. Most fill from an export you paste in.
Eight number tiles and three charts for the dates you pick. It comes with demo rows, so it shows numbers as soon as you open it. With your own export, the charts need it broken down by day.
Excel workbook 172 KB
DownloadOne campaign: its numbers, placements, best ads and next steps, with a filled in demo tab beside it. Best ads needs a second export, from the Ads tab.
Excel workbook 64 KB
DownloadThe sale days against the weeks before and last year's sale, compared per day. It needs an export broken down by day.
Excel workbook 38 KB
DownloadThe ROAS formula, the totals mistake to avoid, and ROAS worked out from your own export.
Excel workbook 25 KB
DownloadPaste an export and get a monthly report. It comes with demo rows in the paste tab, so you can see a worked report first. With your own export, the charts need it broken down by day.
Excel workbook 181 KB
DownloadYour own targets beside the real numbers, by goal, with the change from the last period and a place for next steps.
Excel workbook 24 KB
DownloadThe year month by month, the best campaigns, and what changed. It needs an export broken down by day.
Excel workbook 34 KB
DownloadWhich export columns can be added up, which cannot, and how to get a total that holds up.
Excel workbook 8 KB
DownloadOne month against the month before for paid ads from Meta Ads Manager: key numbers, campaigns, placements and charts. It does not cover organic posts or other ad platforms. The charts need an export broken down by day.
Excel workbook 41 KB
DownloadA monthly report with a filled in demo tab, so you can see the layout before you paste your own export. The charts need it broken down by day.
Excel workbook 50 KB
DownloadA monthly report filled with demo rows for a fictional online shop. To use your own, clear the paste tab and paste your export.
Excel workbook 182 KB
DownloadThree months side by side, the best campaigns, and what changed. It needs an export broken down by day.
Excel workbook 31 KB
DownloadOne row per ad from an export of the Ads tab, with a format and a note you type.
Excel workbook 50 KB
DownloadThis year against last year, month by month, from two exports. Each needs to be broken down by day.
Excel workbook 36 KB
DownloadPaid Instagram placements, from an Ads Manager export broken down by placement. These do not cover organic posts.
KPIs by goal, each with its formula, for each Instagram placement group. It shows your own numbers and holds no target or average.
Excel workbook 23 KB
DownloadThe export steps for a placement breakdown, and a report of Instagram feed, Stories and Reels side by side.
Excel workbook 24 KB
DownloadThe two platforms side by side, for your own numbers.
Excel workbook 25 KB
DownloadPurchases, value and ROAS for each Instagram placement.
Excel workbook 25 KB
DownloadNothing is preloaded. You type every cost figure from your own numbers.
Daily and weekly budgets around the sale, with actual spend beside them. Actual spend needs an export broken down by day.
Excel workbook 26 KB
DownloadSpend for each day against your daily budget, and a week check. It needs an export broken down by day.
Excel workbook 28 KB
DownloadOne row per day for spend, results and cost, and what changed since the day before. It needs an export broken down by day.
Excel workbook 32 KB
DownloadBudget by campaign and week, with goals from your own cost per result. The plan against actual tab shows what was really spent, and needs an export broken down by day.
Excel workbook 27 KB
DownloadThe year split by month, with your sale periods added.
Excel workbook 9 KB
DownloadTwo tables to paste into a proposal. Goals and fees are yours to type, and the file holds neither.
Excel workbook 8 KB
DownloadSpend for each day against your daily budget, whether it went over or under, and a week check. It needs an export broken down by day.
Excel workbook 28 KB
DownloadSplit a total budget across campaigns from your own cost per result, in a media plan you fill in.
Excel workbook 10 KB
DownloadTo print or tick through. Menu names can change, and Meta's own Help Center is the final word.
Each line says where to look and what a problem looks like. Type in the boxes on screen or print it, and hand over the one page summary. There is no score to reach.
PDF 149 KB
DownloadWeeks before, days before, during and after the sale, including ad review.
PDF 27 KB
DownloadTracking, budget, audience, creative, URLs and review. Print one for each campaign.
PDF 29 KB
DownloadA routine across budget, audience, creative and placements, and a log for each change.
PDF 39 KB
DownloadPointers to Meta's own Advertising Standards, special ad categories and landing page rules. It is not legal advice.
PDF 34 KB
DownloadEvery number here is made up for a fictional company.
The sample report with a note on what each page is for: summary, key numbers, trend, campaigns, placements and next steps.
PDF 50 KB
DownloadA finished report for a fictional online shop, with purchases, ROAS, average order value and next steps.
PDF 49 KB
DownloadMade up rows laid out like an Ads Manager export. Paste them into a workbook to try it before you use your own numbers.
CSV file 346 KB
DownloadDashOps shows every Meta ad account you switch on in one overview, with the key numbers for the dates you pick and the change from the period before.
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