Read a client's ads performance

The Ads & performance page puts every linked ad account of a client in one view: what was spent, what it brought, and whether you are on target.

Before you start

Link at least one ad account to the project. See "Link a client's ad account to a project".

Open Projects from the side menu and open the client's project.
In the project menu, under Marketing delivery, choose Ads & performance.
Choose the period at the top: 7 days, 30 days, 90 days, This month, Last month or Custom range. Turn on Compare to previous period to see the change next to each number.
Read the cards in Overview: Spend, Impressions, Clicks, CTR, Leads, Cost per lead, Conversions and ROAS.
Scroll down for Daily performance, Spend split by platform, the Conversion funnel from impressions to deals won, Budget pacing and Top and bottom performers.
Open Campaigns to compare platforms and campaigns. The Ad leaderboard ranks ads by cost per lead and gives each one a recommendation: Scale, Keep, Refresh creative or Pause.
Press Targets & fee to enter the client's monthly targets. The cards then show each result against its target.

Targets are monthly. Upcycle adjusts them to the period you selected.
Numbers refresh every 3 hours. Press Sync now for the latest.
If accounts use different currencies, totals are shown in one currency and the others are converted at an approximate rate. A note under the cards tells you when this happens.
Leads and revenue in the funnel come from your own leads and deals in Upcycle, not from the platform. That is why True ROAS (CRM) can differ from the platform's number.
Alerts appear at the top of Overview when cost per lead jumps or spending runs ahead of or behind the plan.
Use Export for Client PDF report or CSV data.
Teammates who can view the project can read this page. Only people who can edit the project can sync, change targets or share reports.