Report with Performance and Submissions

[TKrypas]

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:

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🎯 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)

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🛠 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")

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📊 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

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🔹 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

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🔹 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

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🚀 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

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🎯 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

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