I am struggling to find a good way to visualize this in a Dashboard.
We use Campaigns in HubSpot to attribute all the different assets and marketing events pertaining to a specific Marketing Campaign in one place.
I want to be able to showcase in a dashboard how many Leads, MQL’s, SQL’s etc have been generated from all assets connected to a HubSpot Campaign.
Is it even possible?
Feels like I’ve tried just about everything!
I have Marketing Hub Prof. for reference.
Hey @MEbbestrand, thanks for reaching out! This is a great question, and it will depend on how you’re tracking and storing data currently. I’m going to assume that you’re using “Lifecycle stage” to track contact progression here, so hopefully you’ll be able to use the “Became a [lifeyccle stage] date” properties.
I’m not sure what all you have in the mix for your campaigns, but you should be able to tie contact creation and “Lifecycle stage” progression back to engagement with specific forms, landing pages, CTA buttons, and marketing emails. This won’t be full attribution of course, but you should be able to build a dashboard dedicated to the campaign and create contact lists of anyone who has engaged with those specific marketing assets. You can then use those lists to easily filter your reports.
In terms of tracking created contacts, you can use the “First conversion” property to identify contacts who originated from a form related to your specific campaign or look at contacts who engaged with a particular campaign asset who were created on or after your campaign launch date.
In terms of tracking contacts who changed “Lifecycle stage,” you can look at contacts who engaged with a particular campaign asset and have a “Became a [Lifecycle stage date” within the duration of your campaign (or at least on or after the launch date). Just bear in mind that the “Lifecycle stage” conversion may not happen within the campaign timeline, but it could still hold some influence.
With that in mind, I would also include contacts who engaged with any campaign asset who are also in your dea pipeline (and you can set the timeframe to “All time”). You definitely want to highlight closed won and closed lost deals (including the reason) to tie back your deals to specific campaigns. Again, you won’t necessarily be able to fully attribute the progression or closed won revenue here, but you can get a sense for the engagement with each campaign relative to your bottom line!
You may be able to uncover more insights with the customer journey reporting tool, but that would require Marketing Enterprise.
Hope this helps at least get you started!!
Hi Jacob!
Thank you so much for taking the time to help me think! Greatly appreciated.
It definitley sounds like the way to go for me is to create lists based off of criteria like “Frist conversion form” and “Interacted with ad” and rules along those lines. Then utilize those lists to create reports where I can more easily break down the contacts by lifecycle stage.
I have my work cut out for me 
Thank you!
You got it! Yes, I think that’s the way to go. You can use those lists for additional segmented nurturing or rep follow-up, plus you can easily use them to filter your reports and handle all of the advanced logic within the list builder. Hope everything goes smoothly with the buildout!!