Client pacing reports under your own brand, sent on a schedule
Pacing Console’s Reports and sharing panel sends clients pacing reports under your own brand. On Pro and Enterprise, your agency name, logo, accent color and footer replace the Pacing Console logo on every report link and scheduled email, with a note at the top for the whole workspace or one client. Scheduled emails send a weekly or monthly pacing summary, for the whole workspace or one client, with the pacing table attached as a CSV if you want it, and a month-end accrual email gives finance spend per campaign with client, platform and account.
Report links themselves are on every plan.
Plan: Branding, notes and scheduled emails: Pro, $49 USD per workspace a month, and Enterprise. Hiding the Pacing Console credit: Enterprise. Report links and content options: every plan.
Pacing Console at a glance
- What it is
- Ad spend control for B2B from PlanConversion: keeps every ad dollar on plan and shows what it turned into, with hourly budget pacing for every campaign, month-end forecasts, the daily budget that lands the month, and spend tied to leads, pipeline and revenue in the CRM
- Built by
- B2B paid media practitioners: PlanConversion runs paid media budgets for enterprise B2B clients
- Pillars
- Control: hourly pace and email alerts on every plan, Autopilot and Slack or Microsoft Teams alerts on Pro, approvals and guardrails on Enterprise. Clarity: month-end forecast with ranges, month-end accrual for finance, white-label reports and scheduled emails, on Pro. Proof: cost per lead and opportunity by campaign from the CRM on Pro (by ad group and keyword with Google Ads connected by sign-in and HubSpot), pipeline and revenue on Enterprise
- Platforms
- Google Ads, Microsoft Ads and LinkedIn Ads
- CRM
- HubSpot, Salesforce, Pipedrive, or any CRM by CSV or API: lifecycle stage counts by campaign (Pro)
- Autopilot
- Pro and Enterprise: automatic pacing that sets the daily budget of Google Ads and Microsoft Ads campaigns within your floor, cap and maximum change per run, in suggest-only or apply mode; it never pauses a campaign
- Google Ads breakdowns
- With Google Ads connected by sign-in: spend by ad group, keyword, search term, location and device, with impression share lost to budget or rank, plus HubSpot leads and opportunities by ad group and keyword (Pro) and pipeline and won revenue (Enterprise)
- Budgets and reports
- Bulk budgets and Google Ads budget labels on every plan; white-label report links, scheduled report emails, a month-end accrual for finance and Slack or Microsoft Teams alerts on Pro and Enterprise; CSV and Google Sheets export on every table
- Documentation
- https://pacing.planconversion.com/docs
- Pipeline and revenue
- Enterprise: opportunities, pipeline value, average deal size, won revenue, customers, win rate, pipeline-to-spend, ROAS and CAC for every campaign, credited to the campaign that first brought in the contact
- 1 month free
- First month free at any spend, for up to 3 users. Then Pro, or the workspace pauses with its data kept
- Pro
- $49 USD per workspace a month, or $490 USD a year (12 months for the price of 10); 10 users included, then $5 USD per extra user
- Enterprise
- $1,500 USD a month, billed annually, 10 users included, then $20 USD per extra user a month
- With Link Console
- Pro: add Link Console for $39 USD a month, so both products are $88 USD per workspace a month ($880 USD a year); Enterprise adds Link Console for $199 USD a month for all users. One account for both products: the same login, team and billing
- Start and sign-in
- First month free, no credit card; Google or Microsoft sign-in
What it does
- A read-only report link for the whole workspace or one client, with copy, open, email, CSV download, replace and turn off
- Branding: your agency name, a PNG, JPG or SVG logo up to 200 KB, an accent color and an optional footer, with a live preview
- Content options on every plan: show or hide the month-end forecast and conversions; a client never sees numbers you chose to hide, on links, CSVs or emails
- A note on the workspace report, and a separate note for one client’s report
- Pacing summary emails weekly on a day you choose, or monthly on the 1st or the last business day, at a local hour, with the pacing table as a CSV
- A month-end accrual for finance: spend per campaign with client, platform and account, on the last business day (spend to date and projection) or on the 1st of the next month (the closed month)
- Up to 10 recipients per schedule, a personal unsubscribe link for each, a test send to yourself, and pause, edit or delete at any time
How it works
Open Reports and sharing
On the Clients page or in Settings, owners and editors open the panel: Share, Branding, Content and Scheduled emails.
Add your brand
Enter your agency name, upload a logo, pick an accent color and add a footer such as who to contact.
Schedule the emails
Choose a pacing summary or the month-end accrual, the client, the day and hour and up to 10 recipients, then send a test to yourself.
Who it is for
Agencies
Clients get a live report and a weekly email under your agency’s name, not a third-party tool’s.
Finance and accounting
A month-end accrual by client, platform and account arrives on the last business day, ready for the close.
In-house teams with business units
Each business unit gets its own link and summary, with a note from the marketing team.
Can I remove the Pacing Console credit?
On Enterprise. On Pro, the report shows your brand at the top with a small “Powered by Pacing Console” credit.
Do clients need an account to read the report?
No. Anyone with the link can open the read-only report without signing in, so share it only with people who should see these numbers. Replace the link to cut off old copies.
What does the month-end accrual contain?
Spend per campaign with client, platform and account, as a CSV, once a month: on the last business day with spend to date and the projection, or on the 1st of the next month for the closed month.
Which time zone do scheduled emails use?
The workspace time zone, at the hour you choose. Each recipient gets a personal unsubscribe link.
Is it in the free first month?
The free first month sees a locked preview of branding and scheduled emails, and can use report links and content options. Branding and schedules need Pro or Enterprise.
More features
Hourly cut-to-date pacing
Spend compared with what should be spent by the hour the data was pulled, in your time zone, with weekday schedules.
Month-end spend and conversion forecast
Projected month-end spend and conversions per campaign, platform and account, with a forecast range on Pro.
Budget recommendations and one-click changes
The daily budget that lands each campaign, recommendations with dollar impact, and changes applied from the console.
Flight dates and budget plans
Flight dates, month-by-month budget plans, weekday schedules and cost per conversion targets per campaign.
CRM pipeline by campaign
HubSpot, Salesforce, Pipedrive or any CRM: contacts, MQLs, SQLs, opportunities and customers by campaign, with cost per stage.
Pipeline and revenue reporting
Enterprise: opportunities, pipeline value, won revenue, win rate, pipeline-to-spend, ROAS and CAC for every campaign, from your CRM.
Daily pacing email
One morning email with only the campaigns that need a change, and the daily budget that fixes each one.
Client and finance report links
A read-only live report for clients, CFOs and procurement, plus team roles and one-time invite links.
Google, Microsoft and LinkedIn setup
One pre-filled script per platform, LinkedIn sign-in, manager-account coverage and no ad-account access for PlanConversion.
Saved views, CSV export and live Google Sheets
Sort and filter the pacing table, save views for yourself or the team, and export to CSV or a Google Sheet that updates itself.
Performance vs prior period and last year
Pro: spend, conversions and cost per conversion by channel and campaign, against the prior period and the same period last year.
Budget guardrails and approvals
Enterprise: approvals above your threshold, hourly guardrails, budget groups with purchase orders, an audit log and finance exports.
Autopilot: automatic budget pacing
Pacing Console sets the daily budget that lands each Google Ads and Microsoft Ads campaign on plan, within limits you set. Pro and Enterprise.
Google Ads breakdowns: where the budget goes
Spend by ad group, keyword, search term, location and device, impression share lost to budget or rank, and CRM leads by ad group and keyword.
Bulk budgets and Google Ads budget labels
Paste or upload every campaign’s budget at once, copy last month’s plans, or let Google Ads labels and total budgets set them.
Enterprise and security
Enterprise from $1,500 USD a month with 10 users included: pipeline and revenue by campaign from your CRM, budgets read from your ad platforms, POs, approvals, guardrails, audit log, finance exports, Canadian hosting and setup.
How it compares
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Try Pacing Console free for a month
Every new workspace gets its first month free, up to 3 users, no credit card. Then Pro at $49 USD per workspace a month.
