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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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