Free Account-Level PPC Spend Report Template for Data Studio

For agencies that invoice their clients for ad spend and management fees, ensuring PPC spend is reconciled across ad platforms and accounting systems is vital. Misreporting or misbilling a client’s ad spend could result in a loss of trust or (even worse) the loss of the client.

As former digital advertisers ourselves, we’ve spent hours gathering client spend data and reconciling our reporting against the platforms. The Account-Level Spend Overview report is designed to eliminate the headache and hassle of manually reconciling ad spend.

Along with helping digital advertisers automate spend reconciliation, the report can help advertisers monitor how PPC spend is growing or shrinking on different networks and channels over time.


Preview the Account-Level Spend Overview Template:

Data Sources Supported: Google Ads, Facebook Ads, Microsoft Ads, Twitter Ads, LinkedIn Ads


What the Account-Level Spend Overview Includes:

The Account-Level Spend Overview provides multiple levels of insights into how an agency’s ad accounts are spending across multiple PPC platforms. The report breaks down current spending for each ad account across every ad platform for the current billing cycle. It also includes historical lookbacks for total cumulative spend and total spend by ad network.

  • Page 1 - Account-Level Spend
  • Displays ad spend broken down by ad account and ad network. Useful for monitoring and reconciling spend for the current budget cycle against internal reporting/accounting systems.

  • Page 2 - All Platform Spend
  • Displays month-to-date, quarter-to-date, and year-to-date cumulative ad spend for all ad platforms. Includes a breakdown of spending by network (ex: Google, Facebook, etc.)

  • Page 3 - Google Ads Spend Breakdown
  • Displays month-to-date, quarter-to-date, and year-to-date ad spend for Google Ads including a breakdown of spend by channel.

  • Page 4 - Microsoft Ads Spend Breakdown
  • Displays month-to-date, quarter-to-date, and year-to-date ad spend for Microsoft Ads including a breakdown of spend by channel.

  • Page 5 - Facebook Ads Spend Breakdown
  • Displays month-to-date, quarter-to-date, and year-to-date ad spend for Facebook Ads including a breakdown of spend by channel.

  • Page 6 - LinkedIn Ads Spend Breakdown
  • Displays month-to-date, quarter-to-date, and year-to-date ad spend for LinkedIn Ads including a breakdown of spend by channel.

  • Page 7 - Twitter Ads Spend Breakdown
  • Displays month-to-date, quarter-to-date, and year-to-date ad spend for Twitter Ads including a breakdown of spend by channel.


How To Launch Your Own:

Directions to Launch your own Account-Level Spend Report

Shape offers five always-free, campaign-level data views. Generate cross-channel spend reports for your accounting team or your clients at no cost.


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