Need Solution for Report Usecase

Smart CRM & Sales Hub CRM
1

I want to create below Dashboard in my hubspot
Can I use the project section for campaign creation?
Here I want to create campaign for SDR’s for calling

SDR Campaign & Contact Board (Live Calling View)

Purpose:
Give each SDR and manager a single view of:

  • Which campaign they are working on

  • Which contacts are assigned under that campaign

  • The current status of calls

  • The calling script link or notes

PPatil27_2-1763533836401.png

Configuration Guide:

Field Description
SDR Name e.g. Regie, Shashi, Sarang
Campaign Name e.g. “AI Awareness”, “Fabric Accelerator”, “RAG Pilot Outreach”
Script Link URL to HubSpot Playbook, Google Doc, or internal campaign script
Total Contacts Assigned Count of contacts assigned under that SDR + campaign
Contacts Called (Today / This Week) Auto-updated from call logs
Meetings Booked Count of meetings created with associated campaign tag
Contact Status Summary Attempted / Connected / Meeting Booked / Nurture
Last Updated Timestamp of most recent update or sync

PPatil27_2-1763533836401.png

Implementation Notes (for RevOps):

  • Build as a Custom Report or Dashboard in HubSpot using:

  • Primary Object: Contacts

  • Associated Objects: Campaigns + Calls + Owners (SDRs)

  • Add custom property Active Campaign (string/dropdown).

  • Add custom property Script URL for SDR reference.

  • Group by SDR Owner and Active Campaign.

  • Show Contact Name, Call Status, Next Activity Date, and Meeting Booked columns.

PPatil27_2-1763533836401.png

Example View (simplified):

SDR Campaign Script Contacts Called Meetings Status
Regie AI Awareness AI Script v2 48 25 3 Active
Sarang Fabric Accelerator Fabric Intro Script 35 18 1 Active
Hrushi RAG Outreach RAG Script v1 40 30 5 Completed
2

Hi @PPatil27

You can’t use the Projects tool in HubSpot to run calling campaigns — Projects are only for internal task/task-list management and don’t link to contacts, calls, or reporting.

To build the SDR Calling Dashboard you shared, the right setup is:

  • Add Active Campaign (dropdown) on Contacts
  • Add Script URL property
  • Use Contact Owner for SDR assignment
  • Build a custom report using Contacts + Calls + Meetings
  • Group by SDR Owner + Active Campaign to recreate the campaign board

This will give you the live SDR campaign/calling view exactly like your mockup.
Garo

3

Thanks for the answering
Actice campaign is from Marketing hub right?