SOP — Check the month is comparable
Who: Account Manager · When: before drafting a client report Time: 2 minutes per client
What this is for
A 31-day month compared against a 28-day month looks like 11% growth even if nothing changed. A month where the client paused for a week looks like a decline even if the days that ran improved. This step catches those before a number reaches a client who will draw the wrong conclusion.
Steps
- Open the client's Performance tab. The cycle summary compares the last 30 days against the previous 30.
- Check the coverage line. It states how many days of data each window has. If they differ by more than three days, say so in the report — the percentage change is overstated or understated by that margin.
- Check for pauses. If the client or Atlas paused campaigns during the period, the per-day cost and conversion rates are more meaningful than the totals. Use them instead.
- Check the purpose breakdown. If recruitment or awareness campaigns ran, they are excluded from the client-facing headline — but the client may ask about total spend, and the breakdown gives you the answer ready.
What good looks like
You know, before writing a single sentence, whether the month can be fairly compared to the one before it. If it cannot, you know what to say instead — and saying "this month had fewer active days" is more credible than presenting a decline nobody can explain.