Reporting & Analytics

SGallier
Participant

Business Units and Basic Reporting

Hey guys!

Basically, we have 2 brands, soon to be 3, and we need to create very separate but basic dashboards. Things like campaign performance and spending should be filtered by BU. I need a way to quickly view my daily spending and campaign performance by BU.

It should be fairly simple to designate an ad account or campaign per BU and report that way. A worst option is to at least filter by campaign name to show only what you need on the dashboard. The latter is helpful but once you get to dozens of campaigns, the filter is a huge laundry list. 

I am surprised that no one has suggested this. Seems extremely important to any marketer. Perhaps people are creating shortcuts? If so, I would love to know them! 

5 Replies 5
danmoyle
Recognized Expert | Elite Partner
Recognized Expert | Elite Partner

Business Units and Basic Reporting

@SGallier I haven't created exactly what you're looking for so this is less about being a solution, and more of a confirmation - if there isn't a standard way of doing this currently, I'd ask the question in the Ideas section and ask people to upvote it. This sounds like one of those good ideas that would get peoples' attention, and therefore the attention of the HubSpot product team! 

 


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Dan Moyle

HubSpot Advisor

Learning Ops | Impulse Creative

[he/him/his]

239-244-8812 | 269-330-4696
dan@impulsecreative.com
https://impulsecreative.com/
SGallier
Participant

Business Units and Basic Reporting

Thanks @danmoyle . I didn't realized this was not under the idea section. Just posted there.

danmoyle
Recognized Expert | Elite Partner
Recognized Expert | Elite Partner

Business Units and Basic Reporting

Right on @SGallier! I've upvoted & commented. 😊


Did this post help solve your problem? If so, please mark it as a solution.


Dan Moyle

HubSpot Advisor

Learning Ops | Impulse Creative

[he/him/his]

239-244-8812 | 269-330-4696
dan@impulsecreative.com
https://impulsecreative.com/
kvonloesecke
Community Manager
Community Manager

Business Units and Basic Reporting

Thanks for your help, @danmoyle!

I'll add @SGallier's idea here for visibility: https://community.hubspot.com/t5/HubSpot-Ideas/Business-Units-and-Basic-Reporting/idi-p/654016 

 

Cheers,

Kristen


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kvonloesecke
Community Manager
Community Manager

Business Units and Basic Reporting

Hi @SGallier,

 

Thanks for reaching out!

 

I would like to invite a few of our subject matter experts to get their thoughts.

Hi @danmoyle@Edyta7510@GRajput, @Chriso-mwx - Do you have any suggestions for @SGallier?

Thanks!

 

Best,

Kristen


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