AD PERFORMANCE REVIEW · Workflow idea
For a marketing team authorized to access campaign information, organize available impressions, clicks, conversions, and cost measures into a dated performance summary. Confirm the account and reporting period, protect campaign and customer data, note gaps or differences in platform definitions, and have a campaign owner verify calculations before changing budgets, targeting, or creative.
01 / The starting point
Approved campaign accounts and public or authorized performance reports
“Compare ad performance signals without relying on incomplete or inconsistent metrics.”
02 / The work
Helps marketing teams organize ad performance measures from selected social channels.
Check access authority, time zone, and dates for each source.
Keep impressions, clicks, conversions, and cost linked to their source.
Make platform differences, missing values, and reporting delays visible.
Verify totals against source reports and avoid unsupported causal claims.
Have the campaign owner review evidence before making account changes.
03 / The result
A consolidated, dated campaign summary with source references and owner approval status.
Reviews & approvals · Example outcome
A consolidated, dated campaign summary with source references and owner approval status.
Metrics may use different attribution windows, definitions, or reporting delays. Use only authorized data, protect customer-level information, document source and calculation methods, and require a human to verify results before budget or targeting changes.
04 / Make it yours
A few choices shape the work around your team.
Limit access to approved business accounts and staff roles.
Keep comparable definitions, time zones, and date ranges visible.
Minimize personal data and restrict report access and retention.
Do not automatically change spend, targeting, or creative from a metric alert.