Advertising — multi-channel ROAS for a media-buying agency
15 minutes. Three CSVs. You play the senior account manager at a 5-person media agency and answer the four questions your clients ask every month.
The scenario
You’re a senior account manager at Northmark Media, a 5-person media-buying agency. You have 5 clients across fashion, beauty, health, home-goods, and outdoor — $185K a month in ad spend across Google, Meta, and TikTok.
At the end of every month you build the same five reports. Different client, same structure: what did we spend, what did it drive, what’s the trend, what’s underperforming. You do it in spreadsheets. It takes two days per client.
Today you’ll replace most of that workflow with Tablize. The four questions you’ll answer:
- Who’s over- or under-spending relative to their budget this month?
- Which campaigns are winning and losing across all clients?
- Which client is getting the worst efficiency — and why?
- Can each client self-serve a live view of their own performance?
15 minutes from cold start to shippable assets.
Download the sample data
Three CSVs. The performance data is lean; the conversion table is larger on purpose (individual events with LTV estimates) because that’s what makes the “true ROAS vs LTV-adjusted ROAS” question answerable.
Sign in at console.tablize.com, drag all three CSVs onto the chat. The Agent imports each and confirms row counts. You’re ready.
Who's over- or under-spending this month?
| Client | Budget | MTD spend | Projected | % of budget |
|---|---|---|---|---|
| FitCo Supplements | $68,000 | $34,200 | $96,560 | 142% |
| Trail Gear Co | $18,000 | $9,400 | $18,800 | 104% |
| Acme Apparel | $45,000 | $22,800 | $45,600 | 101% |
| Homescape | $22,000 | $10,900 | $21,800 | 99% |
| LuxeBeauty | $32,000 | $8,700 | $17,400 | 54% |
Keep it: click ＋ Watch pacing. The Agent creates a Watch that runs daily at 07:00. You’ll get a Slack/email ping any day a client trips the 110% or 80% threshold. That’s your Monday meeting pre-briefed.
Which campaigns are winning and losing across clients?
Keep it: click ＋ Save as Script. Name it “campaign leaderboard” — next month you run it again with one click instead of rebuilding the analysis.
Which client is getting the worst efficiency — and why?
| Client | CPA | Raw ROAS | LTV ROAS |
|---|---|---|---|
| Acme Apparel | $28 | 3.1x | 10.2x |
| LuxeBeauty | $22 | 2.9x | 9.6x |
| Homescape | $58 | 3.2x | 5.8x |
| Trail Gear Co | $65 | 3.1x | 5.9x |
| FitCo Supplements | $95 | 1.1x | 2.6x |
Keep it: click ＋ Save as client Report. Parameterize it by client — next month you run the same Report for Acme, LuxeBeauty, and the rest with one click each.
Let clients self-serve their own view
The Agent generates a Dashboard template and publishes 5 per-client URLs. Each client sees their own data only. You paste the links into your client onboarding email template.
Clients now check Tablize instead of waiting for your end-of-month deck. Your time goes to the analysis and the strategy conversation, not the report build.
What you built in 15 minutes
- 1 Watch — client pacing alert, fires on over-/under-spend.
- 1 Script — campaign leaderboard, rerunnable per month.
- 1 Parameterized Report — client deep-dive, one click per client.
- 1 Dashboard — client-facing, per-client private links.
Your end-of-month report build dropped from 2 days per client to ~20 minutes per client (the strategy narration you still write by hand). Five clients × saved-day-and-a-half = 7.5 days a month back.
Next steps in this industry
- Connect real data — Google Ads, Meta Ads, TikTok Ads all have built-in connectors. Spend numbers come in hourly.
- Add the conversion side — GA4 or your client’s Shopify / Stripe. That’s how you get from “platform-claimed” to “true” ROAS.
- Read the Advertising industry page — deeper scenarios: attribution models, incrementality testing, dayparting.
Nearby tutorials
- E-commerce — if the spend is yours, not a client’s.
- SaaS — if conversions are trials and subscriptions instead of orders.