Review advertising performance

Connect and select the right account#

You need access to Ads manager and an authorized Meta or Google advertising connection. The connected user must also have access to the intended advertising account. A connection can succeed without granting access to every account your agency works with.

agencyos provides performance review tools here. Reading campaigns or saving a view does not change campaign budgets, delivery, or creative.

Inspect the results#

1. Open Ads manager. If needed, use Manage connections to connect the account through Integrations.
2. Choose the advertising source and account. Check the account name before reading the totals.
3. Select the reporting date range and review the comparison period.
4. Use Campaign explorer to inspect campaigns and the available ad groups, ad sets, or ads. Use Filters and search to narrow the view.
5. Use Customize metrics or Customize columns to focus the report. Open Details or Inspect creative where available.
6. Refresh the results when you need a new read, then confirm that the account and dates stayed correct.

Make repeat reviews easier#

Use Saved views to save a meaningful set of reporting controls, such as “Weekly prospecting review.” Recheck dates and account selection when reusing a view. Link account to a client only after confirming which client owns that account.

Explain gaps before drawing conclusions#

A missing metric is not the same as zero. Check the account, dates, reporting time zone, attribution settings, and any warning about unavailable data. Provider reporting can differ by account and metric.

If refresh fails, the page may show the last loaded report with a warning. Do not describe those results as freshly checked. Review the connection and retry; if an account is missing, ask the account administrator to confirm access.