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How to Make a Monthly Meta Ads Report Presentation in 5 Minutes

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8 min read

A slide-by-slide outline for a monthly Facebook and Instagram ads report, plus how to collect the numbers, clean them in a sheet, and turn them into slides with MagicSlides.

How to make a monthly Meta ads report presentation: export last month's and the month before's campaign numbers, clean them into one small table, write three sentences on what changed and why, then upload the table to MagicSlides with a short prompt describing the slides you want. Design takes the least time. Most of the work is getting clean numbers and deciding what they mean, so that is what most of this guide covers.

The outline below works for an in-house marketer reporting to a founder and for an agency reporting to a client. It assumes Facebook and Instagram campaigns run from one Meta ad account.

The 8 slides a monthly ads report needs

Keep it short. A founder or client reads the first two slides closely and skims the rest, so the answer goes first and the detail goes last.

  1. Title: account name, the month, and who prepared it.
  2. The month in one slide: spend, results, cost per result, and the one sentence that explains the change from last month. If the reader only sees this slide, they should still know whether the month went well.
  3. Month vs. last month: a table with spend, impressions, CPM, link CTR, results, cost per result, and ROAS if you sell online. Show the change as a percentage next to each number.
  4. What worked: the top 2 or 3 campaigns or ads by cost per result, with a thumbnail of each creative and the number that made it stand out.
  5. What did not: the ads or ad sets that spent money without results, and what you did about them (paused, cut budget, changed audience).
  6. Creative and audience notes: frequency, signs of ad fatigue, and which audiences or placements carried the month.
  7. Next month's plan: 3 actions, each with a budget figure and the metric it is meant to move.
  8. Appendix: the full campaign table, the attribution setting, and the date range, for anyone who wants to check your work.

Eight slides is enough for an account spending a few thousand dollars a month. A larger account can add a slide per campaign objective (sales, leads, awareness), but keep slide 2 as the summary.

What you need

  • Access to the Meta ad account, or someone who can export from it.
  • A spreadsheet: Google Sheets or Excel.
  • Last month's report, or at least last month's totals, so you can compare.
  • A MagicSlides account. Each deck uses 1 presentation credit from your plan.

Step 1: Collect the month's numbers

You need two date ranges: the month you are reporting on and the month before it. Pull the same columns for both, at the campaign level. These cover almost every report:

  • Amount spent
  • Impressions and reach
  • Frequency
  • CPM (cost per 1,000 impressions)
  • Link clicks and link CTR
  • Results and cost per result (purchases, leads, or whatever the campaign optimises for)
  • Purchase conversion value and ROAS, if you track sales

The usual way is Ads Manager. Set the date range, switch the columns to a saved preset with the fields above, open Reports, and choose Export table data to get a CSV or Excel file. Do it twice, once per month. Write down the attribution setting shown in the column header (the default is 7-day click, 1-day view) because it changes the numbers and belongs in the appendix.

If you already work in an AI assistant, you can also pull the month's campaign numbers by chatting with Claude instead of clicking through Ads Manager. Ask for spend, results, and cost per result by campaign for both months and paste the table it returns into your sheet. Whichever way you collect them, spot-check two or three totals against Ads Manager before you build anything on top of them.

Step 2: Clean the numbers in a sheet

Raw exports are messy. Campaign names carry dates and test labels, paused campaigns show up with zero spend, and the two months sit in different files. Before any slides, get to one table with one row per campaign and one column per metric per month.

A clean table looks like this:

CampaignSpend SepSpend OctResults SepResults OctCost/result SepCost/result Oct
Prospecting (broad)$1,900$2,3005884$32.76$27.38
Retargeting (30 day)$1,100$1,2005461$20.37$19.67
Advantage+ catalog$800$7001923$42.11$30.43
Total$3,800$4,200131168$29.01$25.00

This is an illustrative account, but the arithmetic is real: spend went up 10.5%, results went up 28%, so cost per result fell from $29.01 to $25.00. That last line is what slide 2 is about.

Things to fix while you are in the sheet:

  • Delete campaigns with zero spend in both months.
  • Shorten campaign names to something a client can read.
  • Recalculate cost per result and ROAS from the totals. Averaging the per-campaign figures gives the wrong answer.
  • Add a percentage-change column for each metric.

If cleaning the export by hand takes longer than the report itself, you can clean the numbers in Sheets first with SheetAI, which lets you describe a cleanup step in plain English (for example, "shorten these campaign names") and fills the column for you.

Step 3: Write the three sentences before the slides

Most people skip this step, which is why so many ad reports read as a wall of numbers. Before you open any slide tool, write three sentences in the sheet or a note:

  1. What happened: "October spend was $4,200, up 10.5% on September, and purchases rose 28% to 168."
  2. Why: "Most of the gain came from the broad prospecting campaign after we replaced the two oldest creatives on 6 October."
  3. What next: "In November we will move $300 from the catalog campaign into prospecting and test two new video ads."

These three sentences become slide 2 and slide 7. They also give the AI something specific to build from, so the deck says something instead of describing the table.

Step 4: Generate the deck in MagicSlides

Open the Excel to PPT tool in MagicSlides. It takes .xlsx, .xls, and .csv files. Upload the cleaned table from Step 2, then type a prompt that gives the outline and your three sentences. For example:

Monthly Meta ads report for October 2026 for [client name].
8 slides: title; the month in one slide; October vs September table;
what worked; what did not; creative and audience notes; November plan; appendix.
Summary: October spend was $4,200, up 10.5% on September, and purchases rose
28% to 168. Most of the gain came from broad prospecting after we replaced two
creatives on 6 October. In November we move $300 from catalog to prospecting
and test two new video ads.
Use only the numbers in the uploaded file. Do not invent figures.

The last line matters. When a figure is missing, AI slide tools tend to fill the gap with a plausible-looking number, so tell it not to.

MagicSlides will ask a few questions and show a slide-by-slide plan. Check that the plan matches the 8-slide outline, then approve it. If you have not built a deck in MagicSlides before, the general guide to making a presentation walks through the plan and editing screens.

Step 5: Check every number, then add the creatives

Put the deck next to your sheet and check each figure on slides 2, 3, and 4. These are the mistakes that turn up most:

  • Rounded or reworded numbers. "$29" where your sheet says $29.01 is fine; "about 30% more purchases" when it was 28% is not.
  • Percentages read the wrong way round. A fall in cost per result is good news, and the slide should say so.
  • Charts with the wrong scale. A bar chart of spend and results on one axis hides the change you care about.

Then add screenshots of the top ads to slide 4. Thumbnails make the "what worked" slide easier to follow than campaign names. Export to PowerPoint, PDF, or Google Slides and send it.

How the 5 minutes adds up

The first month takes longer because you are building the column preset, the sheet layout, and the prompt. From the second month on, it is mostly repetition:

  • Export or pull two months of numbers: 1 to 2 minutes.
  • Paste into last month's sheet and update the formulas: 1 minute.
  • Write the three sentences: 1 minute.
  • Upload, generate, and check numbers: 2 minutes.

Keep the sheet and the prompt from last month. Change the dates and the three sentences, and the rest of the report rebuilds around them.

Tips

  • Lead with cost per result, not reach. A reader asks "did we get more for the money?" first. Reach and impressions go in the appendix unless the campaign was for awareness.
  • Use the same attribution setting every month. Switching from 7-day click to 1-day click makes results drop on paper even when nothing changed.
  • Expect Meta and your store to disagree. Meta-reported purchases and the orders in Shopify or your payment dashboard rarely match. Say which one the report uses.
  • Keep one deck per month. Duplicating last month's file and editing it builds a history the client can scroll back through.

FAQ

What should a monthly Facebook ads report include? Spend, results, cost per result, and ROAS for this month and last month, the best and worst ads, notes on creative fatigue and audiences, and a short plan for next month with budget figures.

How many slides should a Meta ads report be? About 8: title, summary, month-over-month table, what worked, what did not, creative and audience notes, next month's plan, and an appendix.

Can I make an ads report presentation from an Excel or CSV export? Yes. Clean the export into one table, then upload it to MagicSlides' Excel to PPT tool with a prompt describing the slides and your summary.

Why do my Ads Manager numbers not match my store's sales? Meta counts conversions inside its attribution window, including some view-through conversions, and your store counts orders. Pick one source for the report and state it in the appendix.

How do I stop AI from inventing numbers in the report? Upload the data file, put your key figures in the prompt, tell it to use only the uploaded numbers, and check slides 2 to 4 against your sheet before you send the deck.

About the author

Sanskar Tiwari profile photo
Sanskar Tiwari— Founder @ MagicSlides — Product & AI

Sanskar Tiwari is the founder of MagicSlides and IAG Tech. Over the past 5 years, he has shipped 24+ products and taught 100k+ students how to code. His work focuses on AI‑assisted creation and developer education.

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