LinkedIn Ads Excel 365 Daily Reporting Marketing Analytics

Automate LinkedIn Ads Performance Reporting to Excel

Transfer yesterday's campaign metrics automatically for daily analysis without manual work

Get This Workflow → Make.com · Free Template
Screenshot of LinkedIn Ads to Excel 365 automation workflow in Make.com

What This Workflow Does

This automation solves the time-consuming process of manually downloading and formatting LinkedIn Ads performance data for daily reporting. Marketing teams often spend hours each week collecting metrics across campaigns, copying them into spreadsheets, and preparing them for analysis.

The workflow automatically retrieves yesterday's performance data from your LinkedIn Ads account and transfers it to a Microsoft Excel 365 workbook with proper formatting. It captures all key metrics including impressions, clicks, conversions, spend, and engagement rates - ready for immediate analysis when your team starts their day.

How It Works

1. Daily Trigger

The workflow activates each morning to collect the previous day's performance data from LinkedIn Ads.

2. Data Retrieval

It pulls comprehensive campaign metrics including CTR, CPC, conversions, and spend across all your active campaigns.

3. Data Transformation

The raw data is formatted for Excel with proper column headers, data types, and consistent structure.

4. Excel Integration

Formatted data is automatically added to your specified Excel 365 workbook, either appending to existing data or creating new sheets as needed.

Who This Is For

This automation is ideal for:

  • Digital marketing teams running LinkedIn Ads campaigns
  • Agencies managing multiple client accounts
  • Marketing analysts who need daily performance data
  • Teams that combine LinkedIn data with other marketing metrics in Excel

What You'll Need

  1. A LinkedIn Ads account with campaign data
  2. Microsoft Excel 365 (online or desktop version)
  3. A Make.com account (free tier available)
  4. Approximately 15 minutes for initial setup

Quick Setup Guide

  1. Click "Get This Workflow" to open the template in Make.com
  2. Connect your LinkedIn Ads account
  3. Connect your Microsoft Excel 365 account
  4. Specify the target Excel workbook and sheet
  5. Set your preferred time for daily data transfer
  6. Activate the workflow

Key Benefits

Saves 3-5 hours per week by eliminating manual data collection and transfer between platforms.

Improves data accuracy by removing human error from the reporting process.

Enables timely optimizations with fresh data available first thing each morning.

Creates consistent reporting with standardized formatting across all your LinkedIn Ads data.

Scales effortlessly to handle multiple campaigns and accounts without additional work.

Frequently Asked Questions

Common questions about LinkedIn Ads automation and reporting

Daily analysis is ideal for optimizing LinkedIn Ads campaigns. This automation provides yesterday's metrics each morning, enabling timely budget adjustments and creative optimizations based on fresh data.

While weekly reviews are common, daily checks help identify sudden performance changes that might otherwise go unnoticed for days. The most successful advertisers review metrics daily and make small, incremental optimizations.

Essential metrics include click-through rate (CTR), cost per lead, conversion rate, and engagement metrics. This workflow captures all standard LinkedIn Ads metrics for comprehensive performance analysis.

Beyond basic metrics, track audience demographics, conversion paths, and content engagement to understand what resonates with your target professionals on LinkedIn.

Manual reporting typically takes 30-60 minutes daily. This automation eliminates data collection, formatting, and transfer time while reducing human error in the reporting process.

For marketing teams managing multiple campaigns, the time savings compound significantly. One client reported saving 20 hours monthly while improving data accuracy by 95%.

Yes, the workflow can be configured to pull data from multiple LinkedIn Ads accounts into separate Excel sheets or combine them for consolidated reporting.

This is particularly valuable for agencies managing multiple clients or businesses running separate campaigns for different product lines or regions.

Pivot tables, trend charts, and conditional formatting are particularly valuable for visualizing LinkedIn Ads performance trends and identifying optimization opportunities.

Many teams create dashboards that automatically update when new data arrives, with KPIs highlighted and underperforming campaigns flagged for review.

Make.com uses OAuth 2.0 for secure connections, and data is encrypted in transit. The workflow only requests necessary permissions for read-only access to your ads data.

Your data never passes through third-party servers unnecessarily, and you maintain full control over which Excel workbooks receive the information.

Yes, our team specializes in building tailored LinkedIn Ads automation solutions that integrate with your specific analytics stack and reporting requirements.

We can create custom workflows that combine LinkedIn data with other platforms, add specialized calculations, or format reports exactly how your team needs them. Book a free consultation to discuss your requirements.

  • Custom integrations with your CRM or marketing stack
  • Specialized calculations beyond standard metrics
  • Automated alerts for performance thresholds

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