Guide
A digital marketing audit is a structured review of what your advertising actually did in a defined period: what was spent, what it returned, and which of those numbers you can trust. This page explains how to run one on your own exported data, and what CaptainRoo AI checks when you import that data here.
Take a campaign report, and a search-term report if you have one, out of your advertising account as a CSV for a defined period. Include spend, impressions, clicks, conversions and conversion value where your account records them.
Confirm one currency, one reporting grain and no duplicated rows. An audit built on mixed currencies or part-exported columns will read as a performance problem when it is really an export problem.
Add the rows up and compare them with the account totals for the same period. Where a figure was never exported, record it as unavailable — not as zero. A zero you invented becomes a decision you regret.
Spend concentrated in one campaign, spend with no recorded conversions, cost per conversion drifting against the first half of the period, return on ad spend under your own target, and search terms that spent without converting.
Every finding needs the calculation behind it and what it cannot tell you. A finding with no method is an opinion.
Approve, defer or decline each next step, make the change yourself in your advertising account, then re-import the following period and measure whether it moved.
You import the CSV you exported. CaptainRoo maps the columns, reconciles the totals and runs the same checks every time, so two audits of the same data give the same answer. Each finding carries the figures it came from, how it was calculated and what it cannot tell you.
Create a workspace, import the CSV you already export, and run an audit. You will get findings with evidence, a branded PDF you can send on, and a weekly or monthly schedule if you want it repeated.
