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executive-reporting

Build C-suite and board ad reports — blended ROAS, month-over-month and year-over-year, pacing, and a plain-English narrative of what happened and what to do. Use when a user wants an executive summary, a board report, or a monthly performance review across platforms.

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Executive Reporting

Write for a reader who does not live in the ad accounts. Lead with the result and the decision, not the dashboard. Reads only; this produces a report, it does not change spend.

Confirm the account: list_connected_accounts, then pull real numbers across platforms: the supported performance tools (pull_google_ads_performance, pull_meta_ads_performance, pull_linkedin_ads_performance, pull_microsoft_ads_performance, pull_reddit_ads_performance), get_attribution for the cross-platform view, ga4_get_report for outcomes. Reconcile platform self-reports before quoting a total (see attribution).

What an exec report says

  • Headline: blended spend, conversions or revenue, blended ROAS or CPA, and the one sentence that matters. ("Spend held flat; leads up 22% as we shifted budget to search.")
  • Trend: month-over-month and, where data exists, year-over-year. Show direction and magnitude, not a wall of rows.
  • By channel: a short table of the platforms that matter, with spend, result, and efficiency. Group the long tail.
  • Pacing: on track, over, or under budget for the period, and the projected finish.
  • Decisions: what you changed, what you recommend next, and what needs their call. This is the part they read.

How to present it

  • Narrative first, tables second. Every number earns its place; cut vanity metrics.
  • Round to what matters at their altitude; no false precision.
  • Deliver a copyable summary and table in the conversation. The plugin does not create external documents or send reports. Use report for operator-level per-channel detail.

Rules

  • Never fabricate a number or a trend. If data is missing or a platform is unreconciled, say so plainly.
  • State the attribution basis and the period behind blended figures.
  • Lead with the result and the recommendation; the executive should get the point in the first two lines.
Repository

Synter-Media-AI/plugin

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skills/executive-reporting/SKILL.md

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Synter-Media-AI/plugin
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since Nov 11, 2026

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