Paid acquisition

Performance report template for paid ads

Name the channel, the result, and the action — so the report earns the decision, not the count.

  • AgentSearch Ads Sherpa
  • JobOptimization
  • CategoryPaid acquisition
  • Integrations
    • Google Ads
    • Meta Ads
    • LinkedIn Ads
    • GA4
    • Notion
  • Last updatedAugust 2026
  • AuthorNarayan Prasath
Search Ads SherpaComplete
  • Google Ads
  • Meta Ads
  • LinkedIn Ads
  • GA4
  • Notion

Summarize our paid ad performance for last week.

  1. Pulled the spend$80k: Google $40k (3.2:1), Meta $24k (2.1:1), LinkedIn $16k (4.8:1)
  2. Named the channelLinkedIn 4.8:1 (highest), Meta 2.1:1 (lowest)
  3. Named the resultLinkedIn 4.8:1, Google 3.2:1, Meta 2.1:1
  4. Named the actionScale LinkedIn +$8k, hold Google, cut Meta $8k

The report named the channel (LinkedIn 4.8:1 highest, Meta 2.1:1 lowest), the result (LinkedIn 4.8:1, Google 3.2:1, Meta 2.1:1), and the action (scale LinkedIn +$8k, hold Google, cut Meta $8k). The decision shipped and the blended ROAS moved from 3.1:1 to 3.9:1. The template earned the decision because it named the channel, not counted the metrics.

A performance report template is the summary that earns the decision. It fixes the channel, the result, and the action — so the report reads as a strategy, not a count. A paid lead who counts the metrics earns the report; a performance report template that names the channel and the result earns the decision and the ROAS.

What is a performance report template?

A reusable summary shape for the report — the channel, the result, the action — that earns the decision and the ROAS. The template fixes the shape so the report reads as a strategy, not a count.

Build the report

  • Channel named — the one platform the report earns
  • Result named — the one return the channel earns
  • Action named — the one move the report earns

Ship the summary

  • Name the channel, do not count the metrics
  • One result per channel, not five
  • Re-run the report weekly

What channel does a performance report template name?

The one platform the report earns — the Google, the Meta, the LinkedIn — that earns the decision. The channel is the part that earns the decision, because a paid lead who counts the metrics earns the report; a paid lead who names the channel earns the decision.

What result does a performance report template name?

The one return the channel earns — the ROAS, the CPA, the MER — that earns the decision. The result is the part that earns the decision, because a channel without the result earns the count; a channel with the result earns the action and the ROAS.

What action does a performance report template name?

The one move the report earns — the cut, the scale, the hold — that earns the ROAS. The action is the part that earns the ROAS, because a channel without the action earns the result and loses the decision; a channel with the action earns the ROAS.

How the performance report template fits your stack

The agent reads your spend and the performance, drafts the channel, the result, and the action, and ships the report. It pairs with the measurement plan for paid and the budget reallocation recommendation templates.

  • Google Ads
  • Meta Ads
  • LinkedIn Ads
  • GA4
  • Notion

Who uses this performance report template

Paid leads
Name the channel, do not count the metrics.
RevOps
One result per channel, not five.
Founders
Re-run the report weekly.

How to run this performance report template in Metaflow

  1. Pull the spend

    The channels, the results, the actions.

  2. Name the channel

    Agent names the one platform.

  3. Name the result

    The one return the channel earns.

  4. Name the action

    The one move the report earns.

What you provide

  • Spend
  • Performance data
  • Channel data

What you get back

  • Performance report
  • Channel named
  • Result named
  • Action named

Why use this performance report template?

  • Names the channel, does not count the metrics

  • One result per channel, not five

  • Re-runs weekly, not monthly

  • Pairs with the measurement plan and budget reallocation templates

Performance report template FAQs

How do you summarize ad performance?

Name the one channel, the one result, and the one action. The report reads as a strategy, not a count, which is why it earns the decision, not the report.

What is a performance report?

The summary that earns the decision — the channel, the result, the action. A paid lead who counts the metrics earns the report; a paid lead who names the channel and the result earns the decision and the ROAS.

How often should you report ad performance?

Weekly, not monthly. A report that runs monthly earns the count; a report that runs weekly earns the decision, because the result is what earns the action and the result changes weekly.

What makes a performance report convert?

A channel that earns the decision, a result that earns the action, and an action that earns the ROAS. The report that counts earns the report; the report that names the channel earns the decision.

Key takeaways

  • Names the channel, does not count the metrics
  • One result per channel, not five
  • Re-runs weekly, not monthly