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In this article

  • What You'll Need
  • Step 1: Connect Your Ad Platforms
  • How to Connect Ad Platforms
  • Step 2: Build a Marketing Performance Report
  • Creating the Report
  • Step 3: Create Custom Columns for ROAS, CAC, and AOV
  • Custom Column: ROAS (Return on Ad Spend)
  • How to Create:
  • Custom Column: CAC (Customer Acquisition Cost)
  • How to Create:
  • Custom Column: AOV (Average Order Value)
  • How to Create:
  • Custom Column: ROI (Return on Investment)
  • How to Create:
  • Step 4: Analyze Your Results
  • High ROAS Sources:
  • Low CAC Sources:
  • High AOV Sources:
  • ROI Trends Over Time:
  • Step 5: Schedule Reports for Ongoing Monitoring
  • How to Schedule Reports
  • Tips for Better Marketing Analysis
  • Compare Multiple Time Periods
  • Segment by Campaign
  • Track New vs. Returning Customers
  • Use Filters to Isolate Specific Products
  • Common Formulas for Marketing Analysis
  • Profit Margin
  • Conversion Rate
  • Cost Per Order
  • Revenue Per Click
  • Troubleshooting
  • "Ad Spend shows as $0"
  • "Orders aren't matching to ad sources"
  • "ROAS looks incorrect"
  • Need More Help?
  • Happy analyzing!
Help Center/Marketing
Marketing

How to Analyze Marketing ROI & ROAS by Source in PayHelm

Updated November 10, 2025
marketing, roi, roas, advertising, reports, custom metrics

In this article

  • What You'll Need
  • Step 1: Connect Your Ad Platforms
  • How to Connect Ad Platforms
  • Step 2: Build a Marketing Performance Report
  • Creating the Report
  • Step 3: Create Custom Columns for ROAS, CAC, and AOV
  • Custom Column: ROAS (Return on Ad Spend)
  • How to Create:
  • Custom Column: CAC (Customer Acquisition Cost)
  • How to Create:
  • Custom Column: AOV (Average Order Value)
  • How to Create:
  • Custom Column: ROI (Return on Investment)
  • How to Create:
  • Step 4: Analyze Your Results
  • High ROAS Sources:
  • Low CAC Sources:
  • High AOV Sources:
  • ROI Trends Over Time:
  • Step 5: Schedule Reports for Ongoing Monitoring
  • How to Schedule Reports
  • Tips for Better Marketing Analysis
  • Compare Multiple Time Periods
  • Segment by Campaign
  • Track New vs. Returning Customers
  • Use Filters to Isolate Specific Products
  • Common Formulas for Marketing Analysis
  • Profit Margin
  • Conversion Rate
  • Cost Per Order
  • Revenue Per Click
  • Troubleshooting
  • "Ad Spend shows as $0"
  • "Orders aren't matching to ad sources"
  • "ROAS looks incorrect"
  • Need More Help?
  • Happy analyzing!

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    How to Analyze Marketing ROI & ROAS by Source in PayHelm