Facebook Ads Reporting Templates for Clients (Weekly + Monthly)
Pix-Vu Team||3 min read
Quick Answer
Clients don't read 47-page reports. They read 3 numbers, 1 chart, and 3 sentences of context. Use the templates below depending on cadence.
Template 1: Weekly Snapshot (5-minute read)
Subject line: [Client] Facebook Ads — Week of [Date]
TL;DR
- Spend: $X,XXX
- Revenue: $XX,XXX
- ROAS: X.XX
- Top performer: [creative name]
- Action this week: [what we're doing next]
KEY METRICS
| Metric | This Week | Last Week | Change |
|---------------|-----------|-----------|--------|
| Spend | $4,200 | $4,000 | +5% |
| Impressions | 1.2M | 1.1M | +9% |
| Link Clicks | 8,400 | 7,900 | +6% |
| CTR | 0.70% | 0.72% | -3% |
| CPC | $0.50 | $0.51 | -2% |
| Purchases | 240 | 215 | +12% |
| CPA | $17.50 | $18.60 | -6% |
| ROAS | 4.2x | 3.8x | +11% |
WHAT WORKED
- [Ad name]: ROAS 6.1x, scaled budget 30%
- New LLA from top customers performing 2x better than broad
WHAT DIDN'T
- [Ad name]: ROAS 1.4x, paused
- Cart abandonment retargeting CPM up 22% — refreshing creative
NEXT WEEK
- Launch 5 new UGC variations
- Test new lead form headline
- Scale top campaign to $300/day
Template 2: Monthly Review (executive)
Subject line: [Client] — [Month] Performance Review
EXECUTIVE SUMMARY (3 sentences)
We spent $X this month and generated $X in revenue at X.Xx ROAS, [up/down] X% from last month. The biggest driver was [insight]. Next month we're focused on [priority].
HEADLINE NUMBERS
| Metric | [Month] | [Prev Month] | Change |
|---------------|-----------|--------------|--------|
| Spend | $XX,XXX | $XX,XXX | +X% |
| Revenue | $XXX,XXX | $XX,XXX | +X% |
| ROAS | X.Xx | X.Xx | +X% |
| New Customers | XXX | XXX | +X% |
| CAC | $XX | $XX | -X% |
CAMPAIGN BREAKDOWN
1. Prospecting: $X spent → $X revenue → X.Xx ROAS
2. Retargeting: $X spent → $X revenue → X.Xx ROAS
3. Reactivation: $X spent → $X revenue → X.Xx ROAS
TOP 5 ADS (by revenue)
1. [Ad name] — $X revenue, X.Xx ROAS
2. ...
WINS
-
LEARNINGS
-
NEXT MONTH PRIORITIES
1.
2.
3.
ASKS FROM CLIENT
- [Anything you need from them]
Template 3: Quarterly Strategic Review
1. The Story (1 paragraph)
What happened this quarter, in plain English.
2. Numbers Over Time
Spend trend, revenue trend, ROAS trend (line charts)
3. Audience Performance
Cold vs warm vs reactivation breakdown
4. Creative Performance
Top 10 ads, what they have in common
5. What We Tried That Worked
List of 3-5 wins
6. What We Tried That Failed
List of 3-5 failures and what we learned
7. Strategic Recommendations
3 things to focus on next quarter
8. Budget Recommendation
Next quarter spend plan
Template 4: One-Off Win Email
When a campaign hits a milestone, send this immediately:
Quick win — [creative/campaign] hit [metric] this week.
Context: [1 sentence on why this matters]
Action: We're [scaling/duplicating/expanding] this on Monday.
Reporting Rules
- Lead with the bottom line. ROAS, revenue, CPA in the first line.
- Compare to last period. Numbers without context are noise.
- Always include "next week" or "next month." Clients want to know what you're doing.
- No screenshots from Ads Manager. Build clean tables.
- Send on a schedule. Monday 9am for weekly, first business day for monthly.
Auto-Generate Client Reports
Pix-Vu pulls data from your Meta account and generates the entire weekly/monthly report (including the narrative) — branded for your agency. Client-ready in 30 seconds.
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