Campaign Spend Report by Month

I’m creating a dashboard for our board that shows top level stats across the funnel.

One of the reports I want to be able to show is marketing spend by month, then use this to calculate CAC and payback using won deals.

The second piece is more complicated but is there a report that can pull spend per month, from campaigns, into a chart / report that I can use in a dashboard?

Hi @LBaker73 ,

HubSpot doesn’t currently calculate CAC (Customer Acquisition Cost) directly in reports. To get that, you’ll need to do a bit of manual work using an Excel sheet or a BI tool.

You can:

  • Export your monthly spend data
  • Export Closed-Won deals by month
    Then use simple formulas like:
    CAC = Spend / Number of Customers
    Payback = Spend / Revenue

For more on analyzing campaign performance, you can refer to this article: Analyze individual campaign performance
Hope this helps!