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 Go to: HubSpot > Reports > Dashboards Click Create Dashboard Select "Custom Dashboard" Name it (e.g., "Ads & Leads Performance") 📊 Step 3: Add Reports 🔹 Report 1: Ad Performance Overview Click Add Report > Create Custom Report Choose Single Object → Select Ads Select Metrics: Ad Clicks Ad Impressions Ad Conversions (Tracked in HubSpot) Cost Per Click (CPC) Return on Ad Spend (ROAS) Add Filters: Date Range: Last 30 Days Ad Network: Meta, Google, LinkedIn, etc. Save & Add to Dashboard 🔹 Report 2: User Submissions (Form Conversions) Create a New Custom Report Choose Single Object: Forms Add Metrics: Form Submission Count Contact Source (Organic, Paid, Direct, etc.) Conversion Rate (Submissions/Views) Apply Filters: Forms Used in Ads Campaigns Only Save & Add to Dashboard 🔹 Report 3: Leads & Deals Created from Ads Create a New Custom Report Select Cross-Object Report: Ads + Contacts + Deals Add Fields: Ad Campaign Name New Contacts Created Deals Created Deal Revenue (Closed-Won) Apply Filters: Contacts Originated from Ads Date Range: Last 30 Days Save & Add to Dashboard 🔹 Report 4: Ad Performance by Channel Create a Custom Report Select Ads as the object Group data by Ad Network (Facebook, Google, LinkedIn) Display Clicks, Conversions, Cost per Lead (CPL) Add to Dashboard 🚀 Step 4: Customize & Share the Dashboard Rearrange reports in a logical flow (Ads → Leads → Deals → Revenue) Add Filters at the top (Date Range, Ad Platform, Campaign, etc.) 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.
...その他を表示