The Scenario
You are a performance marketing lead managing 6 brand ad accounts — each for a different product line. Every month your CMO asks for the same slide: which account had the highest ROAS, which had the highest spend, where the portfolio is trending.
The monthly review is Monday morning. It is Friday afternoon and the data for all 6 accounts is sitting in Meta Ads, spread across 6 separate account logins.
The bad version of Friday:
- Log into account 1, pull spend and ROAS for last month, note it down
- Log out, log into account 2, repeat
- Repeat 4 more times
- Open Excel, type 6 rows
- Realize you pulled ROAS from one account for the wrong date range
- Log back in to fix it
- It is 5:30 PM and you have a workbook with 6 numbers in it.
One prompt pulls all 6 accounts in one shot.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that can fetch data from all Meta Ads accounts accessible to your credentials in a single prompt, so a 6-account comparison takes seconds instead of a Friday afternoon.
Open the SheetXAI sidebar and type:
Fetch all my Meta Ads ad accounts and for each one get the last 30 days total spend and ROAS. Write account name, account ID, total spend, and ROAS into this workbook sorted by spend descending.
SheetXAI queries all accounts, aggregates spend and ROAS for the date range, and writes the ranked comparison workbook. The CMO slide has real numbers before you leave on Friday.
What You Get
A ranked multi-account comparison ready for the monthly review:
- Column A — account name
- Column B — account ID
- Column C — total spend (last 30 days)
- Column D — ROAS
- Sorted by spend descending — the biggest accounts lead the table
The ranking is the insight. When account 3 has the second-highest spend but the lowest ROAS, that is the Monday conversation. The workbook makes it visible without six separate logins.
What If the Data Is Not Quite Ready
A 6-account portfolio comparison grows more complex than a single ranked list.
When you want impressions and CPM in a second tab for reach planning
The CMO also wants a reach overview for media planning.
Fetch all Meta Ads accounts accessible to me. In the first tab, write account name, account ID, total spend, and ROAS for the last 30 days sorted by spend descending. In a second tab called 'Reach', write account name, total impressions, and average CPM for the same period sorted by impressions descending.
When you want to compare this month to last month across all accounts
The monthly review always shows a trend.
Fetch all Meta Ads accounts accessible to me. For each account, get total spend and ROAS for the previous calendar month and write them in columns A through D. Then get total spend and ROAS for the month before that and write them in columns F and G. In column H, calculate ROAS change between the two months. Sort by column H descending so the most improved accounts appear first.
When one account in the list should be excluded from the portfolio view
One account is managed on behalf of a partner who reports separately.
Fetch all Meta Ads accounts accessible to me. Exclude any account with a name containing 'Partner' or 'External'. For the remaining accounts, write account name, account ID, total spend, and ROAS for the last 30 days sorted by ROAS descending.
When the full portfolio view includes the top campaign from each account
The CMO wants the top campaign alongside the account totals — which campaign drove most of the ROAS?
Fetch all Meta Ads accounts accessible to me. For each account, get total spend and ROAS for the last 30 days and write a summary row into the 'Summary' tab with account name, account ID, total spend, and ROAS. For each account, identify the single campaign with the highest ROAS in the last 30 days and write account name, campaign name, campaign spend, and campaign ROAS into the 'Top Campaigns' tab. Sort both tabs by spend descending.
The pattern: a portfolio that used to require six logins and a manual paste session now takes one prompt. The Monday slide builds itself.
Try It
Get the 7-day free trial of SheetXAI and ask it to pull a cross-account performance comparison into any Excel workbook you have open. The Meta Ads integration is included in every SheetXAI plan. For related work, see how to pull campaign-level performance into an Excel workbook or the Meta Ads in Excel overview.