# Report with Performance and Submissions

**URL:** <https://community.hubspot.com/t/report-with-performance-and-submissions/125100>\
**Category:** HubSpot Ideas\
**Tags:** reports\
**Created:** [January 30, 2025, 10:02am UTC](https://community.hubspot.com/t/report-with-performance-and-submissions/125100 "2025-01-30T10:02:33Z")\
**Posts on this page:** 1\
**Page:** 1

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**Author:** ![TKrypas](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/tkrypas/32/18522_2.png) [@TKrypas](https://community.hubspot.com/u/TKrypas)\
**Post date:** [January 30, 2025, 10:02am UTC](https://community.hubspot.com/t/report-with-performance-and-submissions/125100/1 "2025-01-30T10:02:33Z")

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If a need of client is to create report to see ads performarce and user submissions in one dashboard at hubspot, here’s how you can do it:

* * *

## 🎯 Step 1: Plan the Dashboard Layout

Your dashboard should include:  
✅ Ad Performance Metrics (Impressions, Clicks, Conversions, ROAS, etc.)  
✅ User Submissions Data (Form Submissions, Contacts Created, Deals Won, etc.)  
✅ Funnel View (Ads → Leads → Deals → Revenue)

* * *

## 🛠 Step 2: Create the Dashboard

1. Go to: HubSpot \> Reports \> Dashboards
2. Click Create Dashboard
3. Select “Custom Dashboard”
4. Name it (e.g., “Ads & Leads Performance”)

* * *

## 📊 Step 3: Add Reports

### 🔹 Report 1: Ad Performance Overview

1. Click Add Report \> Create Custom Report
2. Choose Single Object → Select Ads
3. Select Metrics:
  - Ad Clicks
  - Ad Impressions
  - Ad Conversions (Tracked in HubSpot)
  - Cost Per Click (CPC)
  - Return on Ad Spend (ROAS)

4. Add Filters:
  - Date Range: Last 30 Days
  - Ad Network: Meta, Google, LinkedIn, etc.

5. Save & Add to Dashboard

* * *

### 🔹 Report 2: User Submissions (Form Conversions)

1. Create a New Custom Report
2. Choose Single Object: Forms
3. Add Metrics:
  - Form Submission Count
  - Contact Source (Organic, Paid, Direct, etc.)
  - Conversion Rate (Submissions/Views)

4. Apply Filters:
  - Forms Used in Ads Campaigns Only

5. Save & Add to Dashboard

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### 🔹 Report 3: Leads & Deals Created from Ads

1. Create a New Custom Report
2. Select Cross-Object Report: Ads + Contacts + Deals
3. Add Fields:
  - Ad Campaign Name
  - New Contacts Created
  - Deals Created
  - Deal Revenue (Closed-Won)

4. Apply Filters:
  - Contacts Originated from Ads
  - Date Range: Last 30 Days

5. Save & Add to Dashboard

* * *

### 🔹 Report 4: Ad Performance by Channel

1. Create a Custom Report
2. Select Ads as the object
3. Group data by Ad Network (Facebook, Google, LinkedIn)
4. Display Clicks, Conversions, Cost per Lead (CPL)
5. Add to Dashboard

* * *

## 🚀 Step 4: Customize & Share the Dashboard

1. Rearrange reports in a logical flow (Ads → Leads → Deals → Revenue)
2. Add Filters at the top (Date Range, Ad Platform, Campaign, etc.)
3. Click Share and set up a Recurring Email Report

* * *

## 🎯 Bonus: Automate Insights with HubSpot AI

- Use HubSpot’s AI Annotations to detect trends (e.g., “Leads from Facebook increased by 20%”)
- Set up Slack or Email Alerts when ad performance drops or leads increase

* * *

This gives to client a real-time view of the ads & lead gen performance in one dashboard.