Reports

Smart CRM & Sales Hub Dashboards & Reporting
1

Need help in creating this dashboard (number of reports needed, report type, data sources , filter):

  1. Macro Campaign/Channel Analysis Dashboard
    • YOY Total # of Campaigns by Business Unit (DDH, CMSSP, O142)-->Budget-->Campaign-->Deep-dive metric details below
    • For example, in 2025, Orange 142 had 20 campaigns, valued at $XX, this is the 1 campaign, this is how much it cost (budget), this is how much it generated (closed deal amount) . This is the most popular content that led to a form fill.
    • This includes both content (like O142 blog posts) and events (like POSSIBLE, eTourism Summit and Cannes Lions for example), any marketing campaign we create in HubSpot.
2

You’ll need two main custom reports in HubSpot:

Campaign summary report. Сombine Campaigns + Deals. Show campaign name, business unit, budget (as a custom property), and closed deal amount. Filter by year and business unit.

Content influence report. Tie campaigns to content (blog, landing pages). Show form fills or contacts influenced. Filter the same way.

Then drop both into one dashboard, add filters for year and BU. Just make sure the budget and business unit are stored as campaign properties first.