The Facebook CAC vs EPC Graphly Report

This template allows you to compare the cost to acquire a customer or the customer acquisition cost to your earnings per customer, revealing your true ROI on your Facebook marketing strategies.

General Setup for the Facebook CAC vs EPC Report

As usual, click on the “+” icon up in the top right-hand corner of the Graphly dashboard. Then type “Facebook CAC” in the search bar and click on the widget to add it to your dashboard.

From the Chart tab you’ll see this chart is only displayed in a Bar Combo.

In the chart tab for the Facebook report, it only displays as a Bar Combo

Below that, we have the ability to show the total cost, revenue, leads and ROI by checking these boxes. This will display in the corners of the report.

Check these boxes to show each one respectively on the report

Now let’s head to the “Options” tab.

Here we have to select the Facebook account we would like to build the report for. You will have had to connect Graphly to Infusionsoft by this point. If you haven’t click here to find out how you can do that.

Select your Facebook Ad account to connect to

Next, we can narrow our results coming in from Facebook by setting Graphly to look a at specific campaigns, ad sets and ads.

Set specific Facebook Campaigns, AdSets, and Ads to look at in the data

Next, we will choose our date range for when money was spent on ads.

Choose your date range

Now lets go to the “Revenue” Options tab.

This tab pulls in revenue recorded in infusionsoft. We can calculate revenue using Invoices, Opportunity records or both.

Set the options for your revenue calculation

Under the Invoice options we have the choice for Invoice Total or Total Paid.

Choose your invoice options

Under the “Opportunity Options“, we can use the selected Products on the opportunity, use the projected high, use the projected low, use the average of the projected low and high, or use the opportunity custom field with value.

Criteria Builder

To add additional specifications to your report use the “Criteria Builder“. This can be used to filter contacts based on any field in Infusionsoft!

Choose different rules and regulations on the report using the Criteria Builder

If you like how we report on Facebook, help us out by giving us a five-star review on the Infusionsoft store.

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