Extract campaign or business KPIs from report documents — metrics, values, periods, and targets.
Scanned 9/10/2026
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---
name: extract-kpi-data
description: Extract campaign or business KPIs from report documents — metrics, values, periods, and targets.
---
# Extract KPI Data
Marketing agencies, analytics teams, and finance departments use this recipe to extract performance metrics from campaign summaries or quarterly reports — pulling out KPIs like impressions, conversions, spend, and ROAS for dashboards and automated reporting.
## APIs Used
Document Extraction (1 credit per page)
## Prerequisites
You need an Iteration Layer API key. Get one at [platform.iterationlayer.com](https://platform.iterationlayer.com) during the 7-day trial.
For full integration guidance (SDKs, auth, MCP, error handling), see the [Iteration Layer Integration Guide](https://iterationlayer.com/SKILL.md).
## Implementation
```bash
curl -X POST https://api.iterationlayer.com/document-extraction/v1/extract \
-H "Authorization: Bearer YOUR_API_KEY" \
-H "Content-Type: application/json" \
-d '{
"files": [
{
"type": "url",
"name": "campaign-summary-q1.pdf",
"url": "https://example.com/reports/campaign-summary-q1-2026.pdf"
}
],
"schema": {
"fields": [
{
"name": "client_name",
"type": "TEXT",
"description": "Client or company name"
},
{
"name": "report_period",
"type": "TEXT",
"description": "Reporting period, e.g. Q1 2026"
},
{
"name": "total_impressions",
"type": "INTEGER",
"description": "Total ad impressions"
},
{
"name": "total_clicks",
"type": "INTEGER",
"description": "Total ad clicks"
},
{
"name": "click_through_rate",
"type": "DECIMAL",
"description": "Click-through rate as a percentage"
},
{
"name": "total_conversions",
"type": "INTEGER",
"description": "Total conversions or leads generated"
},
{
"name": "cost_per_conversion",
"type": "CURRENCY_AMOUNT",
"description": "Average cost per conversion"
},
{
"name": "total_spend",
"type": "CURRENCY_AMOUNT",
"description": "Total advertising spend"
},
{
"name": "return_on_ad_spend",
"type": "DECIMAL",
"description": "Return on ad spend ratio"
}
]
}
}'
```
```typescript
import { IterationLayer } from "iterationlayer";
const client = new IterationLayer({ apiKey: "YOUR_API_KEY" });
const result = await client.extractDocument({
files: [
{
type: "url",
name: "campaign-summary-q1.pdf",
url: "https://example.com/reports/campaign-summary-q1-2026.pdf",
},
],
schema: {
fields: [
{ name: "client_name", type: "TEXT", description: "Client or company name" },
{ name: "report_period", type: "TEXT", description: "Reporting period, e.g. Q1 2026" },
{ name: "total_impressions", type: "INTEGER", description: "Total ad impressions" },
{ name: "total_clicks", type: "INTEGER", description: "Total ad clicks" },
{ name: "click_through_rate", type: "DECIMAL", description: "Click-through rate as a percentage" },
{ name: "total_conversions", type: "INTEGER", description: "Total conversions or leads generated" },
{ name: "cost_per_conversion", type: "CURRENCY_AMOUNT", description: "Average cost per conversion" },
{ name: "total_spend", type: "CURRENCY_AMOUNT", description: "Total advertising spend" },
{ name: "return_on_ad_spend", type: "DECIMAL", description: "Return on ad spend ratio" },
],
},
});
```
```python
from iterationlayer import IterationLayer
client = IterationLayer(api_key="YOUR_API_KEY")
result = client.extract_document(
files=[
{
"type": "url",
"name": "campaign-summary-q1.pdf",
"url": "https://example.com/reports/campaign-summary-q1-2026.pdf",
}
],
schema={
"fields": [
{"name": "client_name", "type": "TEXT", "description": "Client or company name"},
{"name": "report_period", "type": "TEXT", "description": "Reporting period, e.g. Q1 2026"},
{"name": "total_impressions", "type": "INTEGER", "description": "Total ad impressions"},
{"name": "total_clicks", "type": "INTEGER", "description": "Total ad clicks"},
{"name": "click_through_rate", "type": "DECIMAL", "description": "Click-through rate as a percentage"},
{"name": "total_conversions", "type": "INTEGER", "description": "Total conversions or leads generated"},
{"name": "cost_per_conversion", "type": "CURRENCY_AMOUNT", "description": "Average cost per conversion"},
{"name": "total_spend", "type": "CURRENCY_AMOUNT", "description": "Total advertising spend"},
{"name": "return_on_ad_spend", "type": "DECIMAL", "description": "Return on ad spend ratio"},
]
},
)
```
```go
package main
import il "github.com/iterationlayer/sdk-go"
func main() {
client := il.NewClient("YOUR_API_KEY")
result, err := client.ExtractDocument(il.ExtractDocumentRequest{
Files: []il.FileInput{
il.FileInput{
Type: "url",
Name: "campaign-summary-q1.pdf",
Url: "https://example.com/reports/campaign-summary-q1-2026.pdf",
},
},
Schema: il.ExtractionSchema{
Fields: []any{
il.TextFieldConfig{
Name: "client_name",
Type: "TEXT",
Description: "Client or company name",
},
il.TextFieldConfig{
Name: "report_period",
Type: "TEXT",
Description: "Reporting period, e.g. Q1 2026",
},
il.IntegerFieldConfig{
Name: "total_impressions",
Type: "INTEGER",
Description: "Total ad impressions",
},
il.IntegerFieldConfig{
Name: "total_clicks",
Type: "INTEGER",
Description: "Total ad clicks",
},
il.DecimalFieldConfig{
Name: "click_through_rate",
Type: "DECIMAL",
Description: "Click-through rate as a percentage",
},
il.IntegerFieldConfig{
Name: "total_conversions",
Type: "INTEGER",
Description: "Total conversions or leads generated",
},
il.CurrencyAmountFieldConfig{
Name: "cost_per_conversion",
Type: "CURRENCY_AMOUNT",
Description: "Average cost per conversion",
},
il.CurrencyAmountFieldConfig{
Name: "total_spend",
Type: "CURRENCY_AMOUNT",
Description: "Total advertising spend",
},
il.DecimalFieldConfig{
Name: "return_on_ad_spend",
Type: "DECIMAL",
Description: "Return on ad spend ratio",
},
},
},
})
if err != nil {
panic(err)
}
_ = result
}
```
```n8n
{
"name": "Extract KPI data in Iteration Layer",
"nodes": [
{
"parameters": {
"content": "## Extract KPI Data\n\nMarketing agencies, analytics teams, and finance departments use this recipe to extract performance metrics from campaign summaries or quarterly reports — pulling out KPIs like impressions, conversions, spend, and ROAS for dashboards and automated reporting.\n\n**Note:** This workflow uses the Iteration Layer community node (`n8n-nodes-iterationlayer`). Install it via Settings > Community Nodes on self-hosted n8n, or add it directly on n8n Cloud with Verified Community Nodes enabled.",
"height": 280,
"width": 500,
"color": 2
},
"type": "n8n-nodes-base.stickyNote",
"typeVersion": 1,
"position": [200, 40],
"id": "e2f3a4b5-c6d7-8901-efab-678901234501",
"name": "Overview"
},
{
"parameters": {
"content": "### Step 1: Extract KPI Data\nResource: **Document Extraction**\n\nConfigure the Document Extraction parameters below, then connect your credentials.",
"height": 160,
"width": 300,
"color": 6
},
"type": "n8n-nodes-base.stickyNote",
"typeVersion": 1,
"position": [475, 100],
"id": "e2f3a4b5-c6d7-8901-efab-678901234502",
"name": "Step 1 Note"
},
{
"parameters": {},
"type": "n8n-nodes-base.manualTrigger",
"typeVersion": 1,
"position": [250, 300],
"id": "e2f3a4b5-c6d7-8901-efab-678901234503",
"name": "Manual Trigger"
},
{
"parameters": {
"resource": "documentExtraction",
"schemaInputMode": "rawJson",
"schemaJson": "{\"fields\":[{\"name\":\"client_name\",\"type\":\"TEXT\",\"description\":\"Client or company name\"},{\"name\":\"report_period\",\"type\":\"TEXT\",\"description\":\"Reporting period\"},{\"name\":\"total_impressions\",\"type\":\"INTEGER\",\"description\":\"Total ad impressions\"},{\"name\":\"total_clicks\",\"type\":\"INTEGER\",\"description\":\"Total ad clicks\"},{\"name\":\"click_through_rate\",\"type\":\"DECIMAL\",\"description\":\"Click-through rate as a percentage\"},{\"name\":\"total_conversions\",\"type\":\"INTEGER\",\"description\":\"Total conversions or leads generated\"},{\"name\":\"cost_per_conversion\",\"type\":\"CURRENCY_AMOUNT\",\"description\":\"Average cost per conversion\"},{\"name\":\"total_spend\",\"type\":\"CURRENCY_AMOUNT\",\"description\":\"Total advertising spend\"},{\"name\":\"return_on_ad_spend\",\"type\":\"DECIMAL\",\"description\":\"Return on ad spend ratio\"}]}",
"files": {
"fileValues": [
{
"fileInputMode": "url",
"fileName": "campaign-summary-q1.pdf",
"fileUrl": "https://example.com/reports/campaign-summary-q1-2026.pdf"
}
]
}
},
"type": "n8n-nodes-iterationlayer.iterationLayer",
"typeVersion": 1,
"position": [500, 300],
"id": "e2f3a4b5-c6d7-8901-efab-678901234504",
"name": "Extract KPI Data",
"credentials": {
"iterationLayerApi": {
"id": "1",
"name": "Iteration Layer API"
}
}
}
],
"connections": {
"Manual Trigger": {
"main": [
[
{
"node": "Extract KPI Data",
"type": "main",
"index": 0
}
]
]
}
},
"settings": {
"executionOrder": "v1"
}
}
```
```prompt
Extract KPI data from the file at [file URL]. Use the extract_document tool with these fields:
- client_name (TEXT): Client or company name
- report_period (TEXT): Reporting period, e.g. Q1 2026
- total_impressions (INTEGER): Total ad impressions
- total_clicks (INTEGER): Total ad clicks
- click_through_rate (DECIMAL): Click-through rate as a percentage
- total_conversions (INTEGER): Total conversions or leads generated
- cost_per_conversion (CURRENCY_AMOUNT): Average cost per conversion
- total_spend (CURRENCY_AMOUNT): Total advertising spend
- return_on_ad_spend (DECIMAL): Return on ad spend ratio
```
### Response
```json
{
"success": true,
"data": {
"client_name": {
"value": "Greenfield Organics",
"confidence": 0.99,
"citations": ["Client: Greenfield Organics"]
},
"report_period": {
"value": "Q1 2026",
"confidence": 0.99,
"citations": ["Reporting Period: Q1 2026 (January — March)"]
},
"total_impressions": {
"value": 1245800,
"confidence": 0.98,
"citations": ["Total Impressions: 1,245,800"]
},
"total_clicks": {
"value": 37420,
"confidence": 0.98,
"citations": ["Total Clicks: 37,420"]
},
"click_through_rate": {
"value": 3.0,
"confidence": 0.97,
"citations": ["CTR: 3.00%"]
},
"total_conversions": {
"value": 1870,
"confidence": 0.98,
"citations": ["Total Conversions: 1,870"]
},
"cost_per_conversion": {
"value": {
"amount": "12.45",
"currency": "EUR"
},
"confidence": 0.97,
"citations": ["Cost per Conversion: EUR 12.45"]
},
"total_spend": {
"value": {
"amount": "23281.50",
"currency": "EUR"
},
"confidence": 0.98,
"citations": ["Total Spend: EUR 23,281.50"]
},
"return_on_ad_spend": {
"value": 4.2,
"confidence": 0.96,
"citations": ["ROAS: 4.2x"]
}
}
}
```
## Links
- [Integration guide](https://iterationlayer.com/SKILL.md)
- [Full documentation](https://iterationlayer.com/docs)
- [OpenAPI spec](https://api.iterationlayer.com/openapi.json)
- [Browse all recipes](https://iterationlayer.com/recipes)
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