Goal

By the end of this guide, you will have a fully tracked Meta Ads campaign in Metrikia, with CPL and ROAS calculated from your real CRM sales data, not algorithmic estimates from ad platforms.

Why this matters: Ad platforms (Meta, Google, TikTok) systematically overestimate their conversions. By cross-referencing your spend with actual CRM sales, Metrikia gives you the truth about your profitability.

Prerequisites

An active Metrikia account (14-day free trial, no credit card required)
A Meta Business Manager account with at least one active campaign
Leads in your CRM (or ready to import via CSV)

Step 1: Connect Meta Ads (2 minutes)

Connection is done via secure OAuth, no Meta password is stored by Metrikia.

Go to Settings > Integrations
Click the Meta Ads tile > Connect
Authorize OAuth access in the Meta window that opens
Select the ad account(s) to sync (Metrikia supports multi-account)
Wait for the initial sync to complete (typically 30 seconds to 2 minutes depending on volume)

Once connected, your campaigns, ad sets, and ads will appear in the ADS tab of your dashboard. Metrikia automatically syncs data every hour.

Pro tip: If you manage multiple Meta ad accounts (e.g. for different clients), you can connect all of them and switch between them using the Ad Account filter at the top of the dashboard.

Step 2: Import your leads (3 minutes)

Metrikia needs your CRM leads to calculate the real cost of acquisition. Two options:

Option A: CSV Import

Go to CRM > Import
Download the CSV template from the provided link
Fill in your file with your leads (name, email, phone, source if known)
Upload the file and validate the column mapping
Metrikia automatically deduplicates by email and phone

Option B: Direct CRM connection

If you use a supported CRM, synchronization is automatic and bidirectional:

Settings > Integrations > your CRM
Connect via OAuth or API Key
Leads sync automatically on an ongoing basis

Supported CRMs: HubSpot, Salesforce, Zoho CRM, Freshsales, Airtable. You can also use webhooks or the REST API for any unlisted CRM.

Pro tip: Even if you only have 50 leads, import them. Metrikia calculates relevant metrics from the very first attributed lead. The more you feed the CRM, the more precise your insights become.

Step 3: Verify attribution (1 minute)

Attribution is the link between a lead and the ad that generated it. It is the cornerstone of real ROAS calculation.

Open the CRM > Leads tab
Check that the Source column is populated for your leads
Leads imported with a source are automatically linked to the corresponding platform
Leads without a source can be attributed manually by clicking the lead card

Metrikia uses multiple attribution methods: UTM parameters, email/phone matching with lead ad forms, and manual attribution. To maximize your attribution rate, check our dedicated attribution guide.

Step 4: Analyze your results on the Dashboard

Go to the main Dashboard. You will now see metrics calculated from real data:

Spend: Budget consumed by your Meta campaigns (synced via API)
Leads: Number of CRM leads attributed to Meta
Real CPL: Meta spend / CRM leads (the true cost per prospect, not Meta's estimate)
Real ROAS: Won deal revenue / Ad spend
MER (Marketing Efficiency Ratio): Global view of marketing efficiency across all sources
CPA: Cost per customer acquisition (won deal)

Drill-down by campaign

Click the ADS tab to see details by:

Campaign: Which campaign performs best in real ROAS
Ad Set: Which targeting generates the most qualified leads
Ad: Which creative generates the most real revenue

Use the hierarchical filters Platform > Account > Campaign > Ad Set to navigate your data.

Ask Diana

You can also ask Diana, Metrikia's AI assistant, for insights in natural language:

"What is my most profitable Meta campaign this month?"
"Compare my Meta vs Google CPL over the last 30 days"
"Which ad sets have a ROAS above 3x?"

Next steps

Now that your first campaign is tracked, you can:

Add Google Ads or TikTok Ads for a complete multi-channel view
Configure webhooks for automatic real-time attribution
Explore multi-touch attribution to understand the full customer journey (9 models available)
Create saved views for recurring reports
Schedule appointments directly from lead cards with the Closing module

Launch your first tracked campaign