Client pacing reports under your own brand, sent on a schedule

In short

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.

Reports and sharing panel on the Branding tab: agency name, logo, accent color and footer note, with a live preview of the report header, on sample data

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

Features and pricing: Pacing Console

Pacing Console

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
White-label reports and scheduled emails

How it works

  1. Open Reports and sharing

    On the Clients page or in Settings, owners and editors open the panel: Share, Branding, Content and Scheduled emails.

  2. Add your brand

    Enter your agency name, upload a logo, pick an accent color and add a footer such as who to contact.

  3. 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.

Pacing Console

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.

FAQ

Common questions

All features and pricing

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.

Pacing Console

More features

All features and pricing

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.

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