Meta report: paid and organic (lead generation) template
Opens with the contacts the Meta budget produced and what each cost, Meta's own forms included, then shows the Page and Instagram beside it.
The sections, in the order your client reads them
For an agency reporting the Facebook and Instagram advertising of a business that gets enquiries rather than online sales, and (where those accounts are connected) its Facebook Page and Instagram profile alongside it. It opens with what the budget bought: what you invested, how many contacts it produced, what each one cost and how many arrived through Meta's own forms. It follows the money through campaigns and creatives, and shows what the Page and the profile did, paid and organic.
- Performance summaryFrom Facebook Ads
- The longer viewFrom Facebook Ads
- From a click to an enquiryFrom Facebook Ads
- Where the budget wentFrom Facebook Ads
- Where your ads appeared, and who saw themFrom Facebook Ads
- Reach you bought, reach you earnedFrom Facebook Ads, Facebook Page
- What the Page publishedOnly when Facebook Page is connected
- Instagram, with the budget and without itOnly when Instagram is connected
- Conclusions and next steps
- Appendix: about the data
Each section opens the preview at that point, on realistic data.
From template to client report
Create it on your accounts
Pick the account for each source and the sections you want. The report opens with your client's data.
Brand it and edit it
Apply your brand template and change any section, widget or text in the editor.
Deliver it
Schedule the email, send a share link or publish it in your client portal.
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Frequently asked questions
Is this template included in my plan?
Yes. The whole catalog is included on every plan, free trial too.
Can I see it before I sign up?
Yes. Open the preview: it shows every section of the report on realistic data.
Start from a report that is already done
Pick one from the catalog and make it yours.
