Berchtold gets your Facebook and Instagram ad results each day. It shows spend, leads and cost per lead for each campaign. This report only reads your ads. It never makes or changes an ad.
Each person chooses their own ad accounts, from their own Facebook. You see the results of the ad accounts you chose, not anyone else's.
Before you start
- Connect your own Facebook & Instagram in Settings → Integrations, under Your connections. Any member can. See Connect Meta (Facebook & Instagram).
- Your Facebook login needs access to the ad account. When you connect, allow access to ads.
Choose the ad accounts
Go to Settings → Integrations. Under Your connections, select Settings on the Facebook & Instagram row.
Under Ad accounts, select Choose ad accounts. The list shows each ad account your Facebook login can open, with its number and currency.
Select the accounts you report on, then select Save. Berchtold gets the last 90 days of a new account right away.
To stop your ad results, clear every account and select Save.
When two people choose the same ad account, Berchtold gets its results once for the workspace. It uses the Facebook sign-in of one of the people who chose it.
See the results
Open Reports → Performance → Paid Media. The Facebook & Instagram ads section shows the ad accounts you chose, for the period you pick:
- Spend, Leads and Cost per lead for all campaigns.
- Impressions and Clicks.
- One row for each campaign. Select a column header to sort.
Money is in each ad account's own currency. Berchtold never adds two currencies together. If your accounts use two currencies, you see a total for each.
Leads is Meta's own count. It includes leads from lead forms and website leads from the Meta pixel. Cost per lead is spend divided by those leads.
When the numbers update
- Each morning, Berchtold gets the last 30 days again. Meta changes recent days when late results come in.
- Select Refresh now to get them at once. The new numbers show in about a minute.
- Updated shows when the last update finished.
If an update fails, the section says why:
- A Facebook & Instagram sign-in ended. Connect yours again.
- None of the connected Facebook accounts can open one of these ad accounts. Connect yours again and allow access to ads.
- Meta asked Berchtold to slow down. Berchtold waits, then tries again.
- Some ad accounts did not update. Their numbers are from an earlier day.
Cost per lead in the Leads report
Open Reports → Deal reports → Leads and show the whole team or brokerage. Facebook & Instagram cost per lead uses the ad accounts you chose. It divides each campaign's spend by the contacts that campaign's lead ads brought into Berchtold.
- Leads in Meta is Meta's count of leads from lead forms.
- Leads in Berchtold counts the contacts that lead ads brought in during the period.
- When the two differ, the row says so, with both counts.
- A person who sends the same form twice is one contact in Berchtold, so Berchtold can have fewer.
The spend is the full spend of each ad account you chose. A report on one agent or one team does not split it.
From ads to closed deals
Meta sees clicks and form leads. Only Berchtold sees which lead became an appointment, a contract and a closing. Open Reports → Performance → Paid Media and scroll to From ads to closed deals.
The tiles show the period you pick:
- Spent: the spend of the ad accounts you chose.
- Leads, Appointments, Contracts and Closings, with what each one cost.
- GCI: the GCI of the closed deals from those leads.
- Return: the GCI divided by what you spent. 15.6× means $15.60 of GCI for each $1 spent.
Your workspace's own words name each step. A business that is not real estate sees its own steps and its deal value.
How Berchtold counts:
- A lead is a person an ad brought in during the period. They can come from a lead form or a message conversation you linked to a contact. They can also come from a form on a page a Berchtold ad sent them to. A contact that an ad first or last brought to you counts too.
- A conversation counts when it came from a message ad that Berchtold ran.
- Each person counts once, even when they send two forms.
- Berchtold follows each lead to where it is today. A lead from October that closes in December counts for October.
- An appointment counts when the lead's deal reached that step, or when you met them for an appointment.
- A deal made before the ad does not count for the ad. A deal that a lead form was added to does.
Below the tiles, three tables show the same numbers:
- By listing: the ads Berchtold ran for a listing.
- By agent: the person who ran the ad. An ad made in Meta's Ads Manager shows under the person who chose its ad account. When more than one person chose that account, it shows as Made in Ads Manager.
- By campaign: each Meta campaign.
The spend is only ever from the ad accounts you chose. A broker sees every agent's leads, but only the spend of the broker's own ad accounts. Leads from other ad accounts show as Not in your ad accounts, and their spend is not counted.
Money stays in each currency. Berchtold never adds two currencies together.
Goals shows Ads this year beside the annual goal: the year's ad spend and what each closing from ads cost.
Use it from Claude, ChatGPT or Muse
Claude, ChatGPT and Muse can read the same results through Berchtold, for the ad accounts you chose. They can also show what your ads became, from leads to closings. Any member with permission to view reports can also list and choose their own ad accounts there.