topic Re: ROI reporting on company level in Reporting & Analytics

ROI reporting on company level

OttoVullers1 — Thu, 08 Feb 2024 08:29:56 GMT

Hello,

I am wondering if somebody can help me out with regards to ROI reportuing on a company level?

In the standard Ad reporting of HubSpot, HubSpot reports total Revenue and # of Deals related to a specific Ad (campaign). The revenue is allocated in case a Contact has clicked on an ad and when this Contact has agreed to a deal.

In case a collegue of the same Company has agreed to a deal this is not reported or allocated to this ad.

I would like to have insight in the ROI on a company level. Most often the Contact who has first interaction is not the person who will actually buy the product or service. Therefore from the current reports you may conclude that ad spend is not beneficial or has a bad ROI, while on a company level this is not the case.

best rgds

Otto

Re: ROI reporting on company level

trevordjones — Thu, 08 Feb 2024 11:49:26 GMT

Hi @OttoVullers1 ,

Unfortunately, this isn't currently possible within the ads tool.

It is possible to use custom properties and workflows to track ads interactions on the contact record, which could ultimately be copied to the Company and Deal. This approach would enable you to build revenue reports that are summarized or filtered by the ads the contacts associated with a given company interacted with. Unfortunately, you'd have to evaluate the cost data in aggregate, as there is currently no way to store that in properties.

If you're interested in learning more abou that approach, I'd be happy to help.

Re: ROI reporting on company level

OttoVullers1 — Thu, 08 Feb 2024 12:32:52 GMT

Hi Trevor, thx for your feedback! Help is sure appreciated as i am not sure whether I fully understand the feedback and how to build such a report. In case you are willing to assist (perhaps in a videocall) please let me know.

Cheers

Otto

Re: ROI reporting on company level

trevordjones — Thu, 08 Feb 2024 16:38:14 GMT

Hi Otto,

This workaround requires a little more than just report building.

First you need a Multi-Checkbox Property on both the Contact Record and the Company Record. The options on those checkboxes should be the names of your active campaigns.

Second, you'll need a workflow based upon the ads interactions trigger to set the values for those properties when contacts interact with your ads, like this example:

Only you should add a step that also populates that value on the company record.

This will tell you which contacts, working for which companies, have interacted with the ads in a given campaign. Once you have this you can create a a report in the custom report builder with these filters:

The example I am showing you in this screenshot shows you count of deals, but you could swap that out for "Amount in Company Currency" to get revenue.