How to Build PPC Reporting in ClickUp

ClickUp gives PPC marketers a flexible workspace to organize campaigns, track performance, and present clear reports to clients and stakeholders. This step-by-step guide walks you through creating a structured PPC reporting system using templates, views, and dashboards inspired by the examples in the ClickUp PPC reporting templates.

Plan Your PPC Reporting Structure in ClickUp

Before you set anything up, define how you want to organize your PPC accounts, campaigns, and channels inside ClickUp.

Decide Where PPC Work Lives in ClickUp

Use ClickUp hierarchy to mirror how you manage clients and ad platforms.

• Workspace: Your overall agency or marketing team.
• Space: A dedicated PPC or Performance Marketing space.
• Folder: One folder per client or brand.
• List: Separate lists for Google Ads, Meta Ads, LinkedIn Ads, or campaigns by objective.

This structure makes it easy to filter, group, and report on performance by client, channel, or goal.

Define Your Core PPC Metrics

Next, choose which metrics you will track and report on from inside ClickUp. Typical PPC KPIs include:

• Impressions and clicks
• Click-through rate (CTR)
• Cost per click (CPC)
• Conversions and conversion rate
• Cost per acquisition (CPA)
• Return on ad spend (ROAS)
• Revenue or value per conversion

Listing these upfront helps you create consistent fields and dashboards later.

Set Up PPC Fields and Templates in ClickUp

To make reporting repeatable, build reusable structures in ClickUp for every campaign.

Create Custom Fields for PPC Data in ClickUp

Add custom fields to your PPC lists so every task can store key metrics in a uniform way. Examples:

• Number fields: CPC, CTR, CPA, ROAS, spend, revenue
• Dropdown fields: Platform (Google, Meta, LinkedIn), funnel stage, audience type
• Date fields: Campaign start and end dates, last optimization date
• Text fields: Campaign objective, target keyword group, ad creative notes

When these fields are added at the list or folder level, all tasks under them share the same reporting structure in ClickUp.

Build a Reusable PPC Campaign Template in ClickUp

Turn your ideal campaign setup into a template so you never start from scratch. A PPC campaign template can include:

• Standard task statuses such as Planned, In Review, Active, Paused, Completed
• Prebuilt tasks for keyword research, ad copy, creative requests, tracking setup, QA, and launch
• Subtasks for A/B tests, negative keyword review, and bid adjustments
• Relevant custom fields attached to the template

Save this configuration as a list or folder template in ClickUp so you can quickly spin up consistent campaign structures for every new client.

Create PPC Reporting Views in ClickUp

Once your data structure is in place, use ClickUp views to monitor performance and prepare reports.

Use List View for PPC Performance Tables

List view works well as a performance sheet for all active campaigns.

1. Open your PPC list or folder in ClickUp.
2. Switch to List view or create a new one named “PPC Performance”.
3. Show relevant custom fields like Spend, Conversions, CPA, ROAS, and CTR.
4. Group by Platform or Campaign to see performance at a glance.
5. Save filters for Active campaigns or a specific date range.

This view becomes your main working table for optimizations and quick reporting checks.

Use Board View for Workflow and Optimization Tracking

Board view helps you manage workflow across campaigns and tests.

1. Create a Board view in the same ClickUp list or folder.
2. Group tasks by Status or Funnel Stage.
3. Use cards to represent campaigns, ad groups, or experiments.
4. Add custom fields to card previews so spend, conversions, or next steps are visible.

This setup lets you see where each campaign sits in your workflow and what needs optimization before reporting.

Use Calendar and Timeline Views in ClickUp for Schedules

Calendar and Timeline views make it easy to see when campaigns launch, pause, or end.

• Show tasks by start or end date to visualize launch schedules.
• Layer in key dates such as promotions or seasonal events.
• Use colors or tags for different platforms or objectives.

These timelines are useful for explaining strategy and pacing in reporting calls.

Build PPC Reporting Dashboards in ClickUp

Dashboards let you combine metrics, notes, and status updates in a single client-ready view.

Design a Client-Facing PPC Dashboard in ClickUp

Use widgets to turn PPC data into visual insights.

1. Create a new dashboard in ClickUp for each client or account.
2. Connect the dashboard to relevant PPC lists or folders.
3. Add widgets such as:

• Number widgets for total spend, conversions, and revenue.
• Chart widgets for trends in CTR, CPA, and ROAS.
• Task list widgets showing active experiments or action items.
• Text widgets for weekly highlights, risks, and next steps.

Arrange widgets to tell a clear story from high-level performance down to tactical details.

Use ClickUp Dashboards for Internal PPC Management

Alongside client-facing views, create internal dashboards focused on delivery and optimization.

• Track tasks at risk or overdue across all PPC clients.
• Monitor volume of active tests, creative refreshes, and audits.
• Highlight high-spend campaigns that need frequent checks.

This helps your team stay ahead of issues before they show up in client reports.

Standardize the PPC Reporting Workflow in ClickUp

To keep reports consistent, define a repeatable process inside ClickUp.

Set Reporting Cadence and Owners

Decide how often reports are produced and who is responsible for them.

• Weekly, bi-weekly, or monthly reporting cycles
• Assigned owner for each client dashboard and list
• Backup owners in case someone is out

Document this cadence in a process doc or wiki page stored in your ClickUp space.

Create a Reporting Checklist Task in ClickUp

Use a recurring task to guide every reporting cycle.

1. Create a “Prepare PPC Report” task template.
2. Add subtasks such as:

• Sync data from ad platforms.
• Update custom fields for key KPIs.
• Review performance trends and anomalies.
• Document wins, losses, and learnings.
• Outline next optimization steps.
• Share dashboard link and summary with the client.

Set this task to recur each reporting period and assign it to the account owner in ClickUp.

Share PPC Reports from ClickUp

Once dashboards and views are prepared, share them in ways that work for your clients and leadership.

Share Views and Dashboards as Links

Use ClickUp’s sharing options to provide real-time visibility.

• Create public or guest links to specific dashboards.
• Limit access to only the lists or folders needed for each stakeholder.
• Include a short written summary in the dashboard or an attached doc.

This reduces back-and-forth and keeps everyone aligned on performance.

Export or Present Data from ClickUp

For clients who prefer slide decks or PDFs, you can:

• Export list views as CSV and build charts externally.
• Screenshot key dashboard widgets for slide presentations.
• Use text widgets for narrative that can be re-used in email recaps.

This hybrid approach lets you keep ClickUp as the system of record while meeting different reporting preferences.

Improve Your PPC Reporting System Over Time

Your first setup in ClickUp is a starting point. Use feedback to refine it.

• Ask clients which widgets or metrics they find most useful.
• Trim clutter from dashboards that are rarely viewed.
• Add new custom fields when campaigns or goals change.
• Update templates to reflect better processes or learnings.

Because everything lives in one place, iterating on your PPC reporting system in ClickUp is straightforward.

Next Steps for Optimizing ClickUp PPC Reporting

With a clear structure, fields, views, dashboards, and checklists, you can turn ClickUp into a reliable hub for PPC reporting and optimization. For additional ideas on building efficient marketing systems and improving implementation, you can explore resources from agencies like Consultevo along with the official ClickUp PPC reporting templates guide. Combine these approaches to create a reporting workflow that is both client-friendly and efficient for your team.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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