How paid media agencies benchmark ROAS across clients
Stop building Monday spreadsheets from 10 ad managers. Sync all ad accounts to one warehouse and ask Claude for cross-client insights.
You manage paid media for a dozen clients. Each has their own Meta Ads, Google Ads, maybe TikTok. To answer “which client is getting the best ROAS this month?” you log into 10 ad managers and build a spreadsheet. Every Monday.
The problem
Ad platforms give you excellent reporting for one account at a time. But agencies need cross-client views: portfolio ROAS, spend allocation efficiency, which creative strategies are working across verticals. None of this exists natively in Meta or Google.
The manual workaround (exporting, normalizing, comparing) takes hours and produces a snapshot that's outdated by Wednesday.
The setup
What you can now ask
“Which client has the best ROAS this month across all channels?”
“Compare CPA trends for our DTC clients over the last quarter.”
“Which ad creative formats are driving the lowest CPA across the portfolio?”
“Client X's Meta ROAS dropped 30% this week. Is this a platform-wide trend or client-specific?”
That last question is the one that saves accounts. When a client's performance drops, knowing instantly whether it's happening across your portfolio or just their account changes how you respond.