The Scenario
You are a paid social manager at a digital agency. The client QBR is Thursday. It is Monday morning and your account has 12 active campaigns running across Facebook and Instagram.
The client wants last month's campaign-level performance in an Excel workbook: spend, impressions, clicks, CTR, CPM, and ROAS. Your analyst needs the data in the workbook before they can build the pivot charts for the deck.
The bad version of the next two hours:
- Log into Ads Manager, set the date range to last month
- Configure the column set — realize ROAS is not in the default export columns
- Add ROAS, re-export
- Open the CSV, copy the data, paste into the Excel workbook
- Fix the headers because the Ads Manager export names never match your workbook template
- The analyst is waiting until after lunch.
The fast version is one prompt before your first coffee is cold.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that reads the workbook and pulls from Meta Ads directly, so you skip Ads Manager entirely.
Open the SheetXAI sidebar and type:
Fetch insights for all campaigns in our Meta Ads account for the last 30 days and write campaign name, spend, impressions, clicks, CTR, CPM, and ROAS into columns A through G of this workbook. Sort by spend descending.
SheetXAI calls the Meta Ads API, retrieves campaign-level insights for the full date range, writes the results into the workbook with your column headers, and sorts them. The analyst has something to work with in under two minutes.
What You Get
A clean workbook tab ready for QBR analysis:
- Column A — campaign name
- Columns B–G — spend, impressions, clicks, CTR, CPM, ROAS
- Sorted by spend — highest-spend campaigns at the top
The data comes from the API, not from a screenshot of Ads Manager. The numbers match exactly what the client sees in their account view. No reconciliation conversation on Thursday.
Want CTR formatted as a percentage or ROAS rounded to two decimal places? Add it to the prompt. Need Q1 data in a separate tab for comparison? Same shape of prompt, different date range.
What If the Data Is Not Quite Ready
Real accounts are messier than twelve tidy campaigns.
When some campaigns have zero spend
A few campaigns were paused mid-month and show $0 spend. You want them in the workbook but flagged.
Fetch last 30 days campaign insights. Write all campaigns into columns A through G sorted by spend descending. In column H, write "no spend" for any campaign with zero spend in the period.
When campaign names are inconsistent
The naming convention changed three months ago and old campaigns use a different format.
Fetch last 30 days campaign insights. Normalize the campaign names in column A: strip trailing date suffixes in parentheses and convert underscores to spaces. Write cleaned names in column A and original names in column B. Write metrics in columns C through H.
When the client wants only AWARENESS campaigns
The QBR deck covers only awareness spend, not conversion campaigns.
Fetch last 30 days campaign insights for campaigns with objective AWARENESS or REACH only. Write campaign name, spend, impressions, CPM, and reach into columns A through E. Label column F with the campaign objective.
When the client wants last month and the month before side by side
The QBR always compares two months. Two separate API calls, one workbook.
Fetch campaign insights for the previous calendar month and write campaign name and spend into columns A and B. Then fetch the month before that and write spend for that period into column C. In column D, calculate the spend change percentage between the two months. Sort by the absolute value of column D descending so the biggest movers appear first.
The pattern: instead of exporting twice and aligning headers by hand, you describe the comparison in one prompt and SheetXAI does both pulls and the arithmetic.
Try It
Get the 7-day free trial of SheetXAI and ask it to pull campaign performance into any Excel workbook you have open. The Meta Ads integration is included in every SheetXAI plan. For a step up, see how to export ad-level creative performance into Excel or the Meta Ads in Excel overview.