Your agency manages Facebook Pages and advertise for clients. possibly dozens, or even hundreds of clients. You are busy creating contentedness, video, images for all those Pages. not to mention promoting posts, creating ad campaigns, designing bring pages, and optimizing the operation of it all to ensure that you are getting a good recurrence on all the time and money you are putting into Facebook.
In addition to all that shape, your clients expect a monthly report. It makes sense. They want to know what they are getting in return for the money being invested in Facebook content and advertise. But, how do you find time to create a custom operation report for every Facebook customer each calendar month ? And what data belongs in that Facebook report ?
Creating a composition from scratch for each node is excessively time-consuming and will not scale as you add more clients. fortunately, with Megalytic you can easily create a Facebook report template to jump-start the process for each client. Building a Facebook report card template provides the starting point for all subsequent reports. This foundation becomes a customizable Facebook report that can be adapted to each of your clients .
To get started, consider the data you need to include for all ( or at least most ) clients and besides what metrics you should show from Facebook Page Insights and Facebook Ads Manager, and any other sources that help demonstrate the respect of the exploit you are doing for your clients. Whether or not you use Megalytic for coverage, this post provides an example of the structure and samara data point to include in your Facebook report card template .
Key Performance Indicators (KPIs)
Your report should begin with KPIs ( key performance indicators ) that summarize Facebook operation for the calendar month. You can use Megalytic ‘s Multi-KPI Widget to display up to 4 metrics, in concert with comparisons to previous periods. Comparing with the former month ( month-over-month ) and the lapp month end year ( year-over-year ) indicates whether the KPIs have improved or worsened over clock time .
These are metrics from Facebook Page Insights and they report on the operation of the contented owned by a Page ( for example, posts ). hera we are showing, in the top rowing, metric unit values for the concluding 28 day time period. Facebook reports many of its Page Insight metrics using a 28-day window. This model shows the client ’ mho metrics for the last 28 days compared with the last 28 days one calendar month ago, and the last 28 days one class ago. Reading this table shows that video views are devour 50.82 % from last month, but up 807.55 % since last year. This node may have hired you to create video content for the Facebook Page, and, if so, the increase over survive year is dependable news to report .
The red corner shows how metrics are selected. There is a drop-down picker that lets you choose up to 4 Facebook Page Insights metrics .
Widgets like these are highly customizable, so you can tailor the presentation of data to meet the specific needs of your agency. For a quick drumhead of how to do these customizations and save the results to a template, watch this video recording .
Facebook Ads KPIs
If you do advertising on Facebook, vitamin a well as wield the client ‘s page, you should besides include KPIs based on data from Facebook Ads. Megalytic has two sets of widgets – one for Facebook Ads and the early for Facebook Insights .
Widgets in the Megalytic Widget Library are color-coded and organized by data source. For Facebook, the night blue background signifies Page data. The white background is for Ads data. When you drag the “ Ads Multi-KPI ” doodad on to the report page, you will get a set of APIs reported from the Ads data .
here, we have selected Clicks, Amount Spent, CTR, and CPC as the KPIs to display for the client ‘s Facebook Ads. But, you can select whichever Facebook Ads metrics are most significant for measuring your node ‘s success .
KPIs for Individual Facebook Campaigns
You can besides show your node campaign level KPIs using the lapp appliance, but with a single crusade selected. here, we have selected the campaign “ Megalytic test forwarding ” using the appliance editor program .
note that we have besides elected to display lone a single comparison date stove – “ former Month ”. sometimes, it is better to show less data, preferably than more, to keep things simple for the customer and not overwhelm them with information. If your customer only cares about performance relative to concluding calendar month ( or final week, stopping point quarter, etc. ), then you can adjust the doodad to display lone a individual comparison .
Display Trends in a KPI with Sparkline Charts
In addition to showing the KPI numbers, sometimes you want to provide a little piece more information, like an indication of the direction that the metric function is trending. Single KPI widgets include a small chart, or sparkline, in summation to the date roll comparisons .
here, we see two single KPI widgets providing data about spend and cost per snap ( CPC ). This node ‘s spend on Facebook Ads peaked in mid-year and has tapered off, while their CPC continued to rise ,
Comparing KPIs Across Campaigns
finally, you may want to wrap up the KPI section of the report with a comparison across all the Facebook Campaigns that your node has been running .
A board like this does not include date range comparisons ( it is already densely packed with information ). rather, the objective is to provide your customer with a read on many authoritative metrics across all the campaigns at once. This enables you to well see which campaigns are outperforming, and which need to be optimized
sometimes, your client may want to compare the performance of multiple campaigns over time. This kind of chart uses a single metric unit ( for example, Clicks ), and plots a production line for each political campaign showing relative operation. By default, Megalytic shows you the top 3 campaigns, but you can select precisely the campaigns that you want to appear in the chart by using the appliance editor program .
Facebook Page Posts
After presenting the KPIs, it makes smell for your composition to move on and talk about the social media posts that have been made recently on the client ‘s Facebook Page. Using Megalytic ‘s Posts Published appliance, you can provide a chronological listing of the holocene posts, together with thumbnail images and some authoritative metrics. hera, we have decided to display the metrics Reach, Likes, and Comments .
Using Text (Notes) to Explain the Data
broadly, it is a good theme to meet with your client by earphone or television conference to review the report. Send the report prior to the touch, and include text describing the numbers and charts in the report. This makes it easier for your node to connect the dots between the digital market scheme you agreed on and the results from the function that you have performed over the last month .
Megalytic ‘s Notes Widget lets you enter free-form textbook in between the graph and charts in holy order to include this type of explanation. As shown above, after the postpone of Facebook posts, you might include a note that describes the affect of your fresh video strategy .
Fan Data
You ‘ll besides want to include information about the customer ‘s page fans ( Fans are people who have liked the Page ). information such as demographics ( long time and sex ), american samoa well as the location of fans can help your node understand their audience. More specifically, it can answer the question, “ Does your Facebook Page audience match the demographics that your mark is targeting ? “ .
A bar chart showing the top cities where fans come is besides a popular graph with clients. This helps them to see if their message is reaching the correct markets. For example, a restaurant chain serving the north-eastern USA would expect to see a big partake of fans coming from New York and Boston. An by chance good show in Chicago, where they have no restaurants, might indicate an expansion opportunity .
Ad Level Data
Depending on how contingent oriented your client is, they may want to see person Facebook Ad degree data. With Megalytic, you can show advertise metrics at the Campaign, Ad Set, and Ad levels. When displaying data at the Ad degree, you can besides ( optionally ) show the Campaign and Ad Set that the Ad belongs to .
In this example, we have filtered the datum to show entirely those Facebook Ads that have received at least $ 250 in entire outgo. Filters like this are helpful for removing clutter and only showing the data having the largest impact .
Ad level data can besides be displayed in time-series. For exemplar, if your customer would like to see daily spend, broken out by Ad, you might present a graph like this one .
Although this shows data for only two Ads, you can select and display more. You can besides pick unlike clock time periods for the time series. hera we have shown daily data, but it is besides possible to chart weekly, monthly, and even quarterly data .
Month over Month Comparison for Ads
In addition to reporting on Ads over a sterilize period of time, you should besides provide your customer with some data on how Ad performed compared with death month. A month-over-month mesa shows the performance of a particular metric unit, along with the absolute and share switch .
here we can see at a glance that there were big increases in Clicks on the “ E-Book – 1 ” and “ E-Book – 2 ” Ads. After a table like this, you should probably include a note describing what switch drove this increase. Was the budget for the “ E-Book ” Ad Set increased ? Or did we improve the CTA ( call to action ) in the Ad ? Or did we run the Ads for more days this month than concluding calendar month ? sometimes the data raises more questions than it answers. That ‘s why it is normally a good mind to meet with your node to review the report and answer their questions .
Saving and Re-using your Template
Continue adding and editing widgets in your report until you think that it represents a reasonably good baseline. That is, it contains the base data the most clients care about. This report card will become your template and provide a get down orient for creating reports for all your clients .
To turn this report into a template, merely click on the “ Save as Template ” button from the Megalytic menu cake .
When you save your report as a template, you should provide a memorable diagnose and a description ( optional ). That ‘s all there is to it. You can now start from this template whenever want to create a new client composition .
To use your template when created a client report, start by clicking on “ New Report ”, and then select the “ My Templates ” tab. A choice of your custom-built templates appears and you can pick the most desirable one for your customer. The one we merely created is shown here as “ Facebook Baseline ” .
once you have picked the “ Facebook Baseline ” template that you created, you will be prompted to connect with a Facebook Ads account and a Facebook Page. Each of those connections is required to create a report from this template because the template was created to show data about both Ads and Pages .
After the composition is generated from the template, you can tweak it for your particular needs. You can modify the date ranges, add or delete some widgets, etc. The template is meant to be a starting indicate that jump-starts your report serve .
Conclusion
Templates are designed to make means reporting much easier. alternatively of creating a new report for each customer, you can reuse a template that contains 90 % of what you need across all clients. This makes it much easier to onboard new clients, and to manage a large number of ongoing clients with limit staff .
If you would like to try this out in Megalytic, we offer a 14-day free trial. But even if you do n’t use Megalytic, the case report card shown here provides a blueprint for creating Facebook reports for your clients .
