Reporting

Monthly cross-channel budget reallocation plan based on ROAS

A 30-day ROAS-based plan that shifts budget between Google Ads, Meta and TikTok at a fixed total, with scale and cut rules, month-to-date pacing and previewed budget changes only after approval.

When to use it

When it is time to plan next month's budget across Google Ads, Meta and TikTok and you want to move money from weak campaigns to strong ones based on ROAS.

What you get

A budget reallocation table (current vs proposed daily budget, change %, ROAS, reason) at a fixed total with changes capped at 20%, plus pacing flags; budget edits are previewed and written only after your approval.

Does it change anything in my account?

Only with your approval. The assistant first shows a preview of every change and waits for your go-ahead.

Works with

Google Ads, Meta Ads, TikTok Ads

Fill in before sending

[total monthly budget][target ROAS][target CPA][minimum spend]

Prepare next month's budget reallocation plan from the last 30 days of data across Google Ads, Meta and TikTok. Keep the total at [total monthly budget]. Only the split changes. First find where each budget actually lives: on Meta, a campaign with its own daily budget (Advantage+ campaign budget) is changed at campaign level, otherwise at ad set level. On TikTok, check whether the budget sits on the campaign or the ad group. Meta list budgets come back in cents, so convert them to the main currency unit before comparing. Scale candidates: - Google Search campaigns with ROAS above [target ROAS] and more than 10% search impression share lost to budget. - Meta and TikTok campaigns or ad sets / ad groups above target ROAS with at least 20 conversions in the period. For Meta, also require frequency under 3. If TikTok returns no purchase value for this account, judge TikTok on CPA against [target CPA] instead and say so. Cut candidates: anything 30% or more below target ROAS with spend above [minimum spend]. Pacing for the current month: - Google Ads: run budget pacing and note campaigns set to over- or underspend. - Meta and TikTok: there is no pacing report, so calculate it yourself: month-to-date spend divided by (current daily budget × days elapsed). Flag anything below 80% or above 110%. Output a table: channel, campaign or ad set / ad group, current daily budget, proposed daily budget, change %, ROAS, reason. Cap any single change at 20% so learning phases are not reset. Show the net change per channel and confirm the proposed total still equals [total monthly budget] divided by the days in the month. Do not apply anything. When I approve specific lines, show a preview of each budget change (dry run, nothing written) and wait for my explicit confirmation before writing it.

Prepare next month's budget reallocation plan from the last 30 days of data across Google Ads, Meta and TikTok. Keep the total at [total monthly budget]. Only the split changes.

First find where each budget actually lives: on Meta, a campaign with its own daily budget (Advantage+ campaign budget) is changed at campaign level, otherwise at ad set level. On TikTok, check whether the budget sits on the campaign or the ad group. Meta list budgets come back in cents, so convert them to the main currency unit before comparing.

Scale candidates:
- Google Search campaigns with ROAS above [target ROAS] and more than 10% search impression share lost to budget.
- Meta and TikTok campaigns or ad sets / ad groups above target ROAS with at least 20 conversions in the period. For Meta, also require frequency under 3. If TikTok returns no purchase value for this account, judge TikTok on CPA against [target CPA] instead and say so.

Cut candidates: anything 30% or more below target ROAS with spend above [minimum spend].

Pacing for the current month:
- Google Ads: run budget pacing and note campaigns set to over- or underspend.
- Meta and TikTok: there is no pacing report, so calculate it yourself: month-to-date spend divided by (current daily budget × days elapsed). Flag anything below 80% or above 110%.

Output a table: channel, campaign or ad set / ad group, current daily budget, proposed daily budget, change %, ROAS, reason. Cap any single change at 20% so learning phases are not reset. Show the net change per channel and confirm the proposed total still equals [total monthly budget] divided by the days in the month.

Do not apply anything. When I approve specific lines, show a preview of each budget change (dry run, nothing written) and wait for my explicit confirmation before writing it.

Open in Claude Open in ChatGPT Discuss in the forum

More prompts

ReportingChanges after your approval

Monthly paid channel efficiency ranking with a budget split proposal

A ranking of every paid channel by cost per conversion, with spend share vs conversion share and a proposed budget split for next month.

When to use itWhen a new month is starting and you need to decide which paid channels deserve more or less budget.

Compare last calendar month across Google Ads, Meta, TikTok and Microsoft Ads.

Build one table with these columns for each channel:
- spend
- conversions
- cost per conversion
- conversion value and ROAS, where value is tracked
- share of total spend (%)
- share of total conversions (%)

Rank the channels by cost per conversion. My target cost per conversion is [target CPA].

Decision rules:
- If a channel's share of conversions is at least 10 points below its share of spend, mark it as a candidate to cut.
- If a channel's share of conversions is at least 10 points above its share of spend, mark it as a candidate to scale. For Google Search, only do this if impression share analysis shows the campaigns are losing impression share to budget.
- If a channel has fewer than 10 conversions, mark it "not enough data" and leave its budget unchanged.

Then propose next month's split in a table with current monthly spend, proposed spend and a one-line reason for each channel. Keep the total within [monthly budget].

Do not apply anything. If I approve, show a preview of each budget change and wait for my confirmation.

ReportingChanges after your approval

Month-to-date budget pacing across Google, Meta and TikTok

A pacing table showing which channels will overspend or underspend by month-end, with previewed daily budget corrections.

When to use itWhen you want to know if Google, Meta and TikTok are on track to overspend or underspend your monthly budget.

Check my budget pacing for the current month. My monthly plan is Google Ads [Google monthly budget], Meta [Meta monthly budget] and TikTok [TikTok monthly budget].

1. For Google Ads, use budget pacing to project each campaign's month-end spend against its daily budget.
2. For Meta and TikTok:
   - Take the month-to-date spend and the average daily spend of the last 7 days.
   - Project spend to month-end from those two numbers.
3. Deliver one table with these columns: channel, campaign, planned monthly spend, month-to-date spend, projected month-end spend, variance (%).

Decision rules:
- Flag any channel projected more than 10% over or under plan.
- For each flagged channel, propose the new daily budget that lands it on plan.
- Take the cut from the campaigns with the highest cost per conversion over the last 14 days.
- Add the extra budget to the campaigns with the lowest cost per conversion.

Do not change anything yet. Show a preview of every proposed budget change, with old and new daily amounts, and apply only the ones I confirm.

ReportingChanges after your approval

Monthly Google Ads client report with a shareable white-label link

Builds a one-page, jargon-free monthly report for a client with exact calendar-month figures versus the previous month, explains every big KPI move from campaign data and creates the white-label link only after you approve the draft.

When to use itWhen you have to send a client their monthly Google Ads results in plain language and explain what moved and why.

Prepare the monthly Google Ads report for [client account] for [month, e.g. 2026-09], compared with the previous calendar month.

Data:
- Use list_accounts to find the customer ID of [client account].
- Pull exact calendar-month figures with get_report (platform google_ads) using start_date and end_date for [month], then again for the previous month. Get both the account totals and the campaign-level rows.
- If you need more campaign detail, use performance_report at campaign level.
- KPIs: cost, clicks, conversions, conversion value, CPA, ROAS and CTR, each with the % change. If conversion value is not tracked in this account, leave ROAS out and say why in one line.

Write it for a client who is not a marketer:
1. A 3-sentence executive summary covering the result, the main driver and what comes next.
2. A KPI table with this month, last month and % change.
3. The top 3 campaigns by conversions. Also name the campaign with the highest CPA among those that took more than 10% of the month's total spend.
4. Three concrete next steps we will take next month, each tied to something in the data.

Flag every KPI that moved more than 15%. Explain each one with evidence from the campaign-level rows, such as a spend shift between campaigns, a CPA change in a specific campaign or a conversion drop. If the data does not explain the move, say so plainly and do not guess.

Keep it to one page with no jargon. Show me the draft first and stop.

After I approve the draft, create the shareable white-label link with client_report_link using brand_name [agency or client brand name]. Note that this tool only takes a rolling days window ending now, not a named month. So before creating it, tell me which exact dates the link will cover with the days value you plan to use, and whether that matches [month]. If it does not match (for example we are well past month end), tell me that clearly and let me choose: create the link anyway with its rolling window, or skip the link and I will send the approved draft myself. Then give me the URL.

ReportingRead-only

Agency portfolio triage: which client accounts need attention this week

Compares every connected Google Ads client account over the last 30 days versus the previous 30, adds month-to-date budget pacing, ranks accounts by risk and gives account managers one data-backed first check for the top 5. Read-only.

When to use itWhen you manage many Google Ads client accounts and need to know which ones to open first this week.

Triage all connected Google Ads client accounts. Compare the last 30 days with the previous 30 days.

How to get the numbers:
- Run portfolio_report with days=30, then again with days=60. For each account, derive the previous 30 days by subtracting the 30-day figures from the 60-day figures (cost, clicks, conversions, conversion value), then calculate CPA and ROAS for both periods yourself.
- Use list_accounts to get each account's customer ID, then run budget_pacing_alerts with threshold_pct=10 for each account. Pacing is a month-to-date projection to month-end, not the 30-day window, so label that column "pacing (this month)".
- If an account does not track conversion value, mark ROAS as n/a instead of treating it as below target.

Mark an account as at risk if it meets any of these conditions:
- CPA up more than 20%
- Conversions down more than 20%
- ROAS below [target ROAS, or list per-account targets]
- Any campaign flagged by budget pacing as over or under by more than 10% by month-end

Deliver one table with these columns: account, spend, conversions, CPA, ROAS, % change in CPA and conversions, pacing (this month), risk reasons. Sort it by the number of risk reasons, then by spend.

Below the table, list the 5 accounts our account managers should open first this week. For those 5 only, run conversion_tracking_health (days=30) and search_terms_report (days=30, sort by cost) to ground the advice. Give one concrete first check for each, for example "search terms in campaign X are spending without conversions" or "conversion action Y recorded nothing in 30 days", based on what the data shows. If neither report explains the account's problem, say what you would look at next instead of guessing.

Finish with the accounts that improved the most. These are good news for client calls.

This is read-only. Do not change anything in any account.