1. Create your template — Open an Excel (.xlsx) or PowerPoint (.pptx) file and type placeholders wherever you want data inserted.

2. Placeholder format — Use double curly braces: {{total_spend}}, {{impressions}}, {{ctr}}, etc.

3. Available fields:

• {{total_spend}} — Total spend across all campaigns
• {{total_impressions}} — Total impressions
• {{total_clicks}} — Total clicks
• {{total_conversions}} — Total conversions
• {{ctr}} — Click-through rate (%)
• {{cpc}} — Cost per click
• {{cpm}} — Cost per 1,000 impressions
• {{cpa}} — Cost per acquisition
• {{roas}} — Return on ad spend
• {{reach}} — Total reach
• {{frequency}} — Average frequency
• {{date_range}} — Reporting date range
• {{campaign_count}} — Number of campaigns
• {{top_campaign}} — Top performing campaign by spend
• {{channel_name}} — Active channel names

4. Upload & fill — Drop or select your template file. The system detects all placeholders and fills them with your dashboard data.

5. Rules:

• Data comes from your uploaded files (Real mode) or simulated data (Dummy mode)
• Unmatched placeholders are left as-is
• The filled file downloads automatically