Managing multiple buyer accounts across different platforms fragments data and cripples operational efficiency. ACBUY's consolidation methodology provides a clear framework to unify this dispersed information into a single source of truth.
Why Account Consolidation is Essential
Operating with scattered data leads to several critical inefficiencies:
- Visibility Loss:
- Reporting Burden:
- Strategic Hindrance:
- Operational Friction:
- Reporting Burden:
The ACBUY Consolidation Process
Step 1: Audit & Structure
Identify all active buyer accounts (e.g., Google Ads, Meta, Amazon). Define the data structure for your master spreadsheet. Essential columns include:
- Account ID & Platform
- Campaign Name & Client
- Metrics (Spend, Impressions, Clicks, Conversions, ROAS)
- Date Range
Step 2: Centralized Data Extraction
Export compatible reports (CSV, XLSX) from each platform. For recurring consolidation, leverage platform APIs or automation tools (e.g., Supermetrics, Fivetran) to pipe data directly into your master sheet, eliminating manual downloads.
Step 3: Data Standardization & Merge
Clean and standardize the imported data to ensure consistency. This includes:
- Aligning date formats and currency values.
- Using uniform naming conventions for campaigns and clients.
- Applying formulas to calculate unified KPIs (e.g., aggregate ROAS).
Merge the cleaned datasets into your predefined master spreadsheet template.
Step 4: Automation & Governance
Implement automation scripts or connectors to schedule periodic data refreshes. Establish clear ownership for updating and maintaining the master sheet to ensure data integrity and timely reporting.
Implementing the Master Spreadsheet
Your consolidated spreadsheet should empower, not complicate. Recommended structure includes:
- Dashboard Summary:
- Raw Data Tabs:
- Client Views:
- Data Validation Rules:
- Raw Data Tabs:
Conclusion: From Fragmentation to Control
Consolidating multiple buyer accounts into a single master spreadsheet is not an administrative task—it's a strategic operational upgrade. Following the ACBUY framework transforms disjointed data points into a cohesive, actionable asset. The result is enhanced visibility, reduced administrative overhead, and the data-driven agility required for effective agency management and superior client service.