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financial-overview

Calculate ROAS, CPA, and conversion value for Google Ads accounts.

17|5|Updated Jun 25, 2026
Search Tags:#executive-summary#google-ads#performance-analysis#financial-reporting#roas#cpa
One-click install
npx skills add https://github.com/portermetricsample/marketing-skills --skill financial-overview
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: financial-overview
Source: https://github.com/portermetricsample/marketing-skills/tree/main/google-ads/financial-overview
Command: npx skills add https://github.com/portermetricsample/marketing-skills --skill financial-overview

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This Skill provides a high-level financial summary of Google Ads performance for non-marketers, eliminating the need to manually aggregate data or explain complex marketing jargon to stakeholders.

Core Features & Use Cases

  • Executive KPI Dashboard: Automatically calculates and compares total spend, conversions, CPA, and ROAS against the previous period.
  • Business Model Detection: Intelligently switches between ecommerce (ROAS/AOV) and lead-gen (CPA) reporting modes.
  • Use Case: Use this when a manager or finance lead asks for a monthly performance update to determine if the current Google Ads investment is yielding a positive return.

Quick Start

Run the financial-overview skill to generate a monthly executive summary for the connected Google Ads account.

Frequently Asked Questions about financial-overview

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I generate an executive summary of Google Ads performance for stakeholders?▼

To generate an executive summary of Google Ads performance, run the financial-overview skill. It automatically calculates and compares total spend, conversions, CPA, and ROAS against the previous period for stakeholders.

What is the best way to report Google Ads ROAS and CPA to a finance lead?▼

The best way to report Google Ads ROAS and CPA to a finance lead is using an executive summary skill. It translates account-level aggregates into high-level financial metrics, eliminating manual data aggregation and marketing jargon.

Does the financial performance summary distinguish between ecommerce and lead-gen reporting?▼

Yes, the financial performance summary distinguishes between ecommerce and lead-gen reporting. It intelligently switches between ROAS and AOV metrics for ecommerce, and CPA metrics for lead-gen business models.

Do I need a specific metrics platform to calculate account-level Google Ads aggregates?▼

Yes, you need the Porter Metrics MCP to calculate account-level Google Ads aggregates. The executive financial summary requires this specific platform to execute data queries and compute performance metrics accurately.

Can I compare current Google Ads spend against the prior period for multiple accounts?▼

No, you cannot compare current Google Ads spend against the prior period for multiple accounts. The executive financial summary operates strictly on a single-account basis to compare current period performance against the previous period.

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