Primary KPIs (every client, every campaign)

MetricDefinitionBenchmarkPlatforms
CPLSpend / conversions. The #1 metric for lead gen.Set per-campaign after 2 weeks.All
Conversion RateConversions / clicks. LP + audience quality.Google: 3–8%. Meta: 1–4%. TikTok: 0.5–3%.All
CTRClicks / impressions. Ad relevance.Google: 3–8%. Meta: 0.8–2%. TikTok: 0.5–1.5%.All
CPCSpend / clicks. Monitor inflation.Track trend, not absolute number.All
ROAS / ROIRevenue / ad spend. Requires closed-loop tracking.Goal: 3:1+ after sales cycle.All
CACSpend / customers acquired. For e-commerce/Shopping/CPAS.Must be below gross margin per customer.All

Secondary KPIs (platform-specific diagnostics)

MetricWhen to CheckPlatform
Quality ScoreMonthly. Low QS = higher CPCs. Fix relevance or LP.Google
Impression ShareWeekly. Low = budget/bid too low.Google
FrequencyWeekly. >2.5/wk = audience fatigue.Meta
Hook RatePer creative. <25% = weak hook. Replace first 3 sec.TikTok
Hold RatePer creative. <30% = not engaging after hook.TikTok
Thumb-Stop RatePer creative. Views / impressions.Meta / TikTok
CPL — LinkedInBenchmark separately. 3–5x higher but better B2B quality.LinkedIn
Lead Form CompletionPer form. Below 10% = too long or weak offer.LinkedIn
ROAS — Shopping/CPASWeekly. By product category + marketplace.Google / Meta / TikTok

Client Monthly Report Template

SectionContents
Executive SummaryTotal spend, conversions, blended CPL/ROAS, MoM trend, top win, top issue. Clear, jargon-light.
Platform BreakdownPer platform: spend, conversions, CPL, CTR, conversion rate. Best platform?
Campaign BreakdownPer campaign: spend, conversions, CPL. Best objective/language/country?
Creative InsightsTop 3 ads across platforms. Winning angle/format. What flopped?
Actions TakenChanges this month: keywords, creatives, bids, budget shifts.
Next Month PlanWhat will be tested, changed, or scaled. Budget recommendation.

Internal Portfolio Report (monthly, for Adfinity leadership)

SectionContents
Portfolio OverviewTotal managed spend. Active clients, campaigns, platforms. Conversions delivered.
Client ScoreboardPer client: spend, conversions, CPL, ROAS, health (green/amber/red). Flag at-risk.
Cross-Client LearningsWinning formats, audience strategies, platform trends to apply broadly.
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