I’m trying to build a single HubSpot report dashboard that shows campaign-specific data for one of our active marketing campaigns. All of the assets (emails, landing pages, ads, sequences, etc.) are already tied to the campaign — but I’m struggling to pull everything into one place.
Here’s what I’m trying to track only for this campaign:
Most engaged contacts (who’s interacting the most)
Which contacts clicked the ads
Sequence email performance (open, click, unsubscribe rates per step if possible)
Calls by outcome (interested, rejected, bounced etc.)
What’s the best way to unify all of this?
I am aware that there is a performance dashboard for each campaign already, but I was looking to take that a step further with specific data so I can build a most-engaged list of contacts to further market to them.
The report builder is complex and massive so I am getting a bit overwhelmed trying to navigate it, any advice would help. Thanks!
You can’t fully combine all that in one native HubSpot dashboard, but you can get close.
Start with contact-based reports filtered by your campaign ID or UTM. Use one for ad clicks (from Ads interactions), one for email engagement (Marketing emails > Campaign = X), and one for landing page submissions (Form submissions or Page views filter by LP URL).
For sequences, filter by sequence name since they’re not linked to campaigns directly. Calls can be pulled from the Calls object, grouped by outcome, and filtered by date range or contact list tied to the campaign.
For the most engaged list, create a score property that adds points for ad clicks, form submissions, email opens, call outcomes, etc. Then use that list in your reports to keep everything focused on this campaign.
Definitely check out the Attribution Reports in HubSpot - they’re super helpful for this kind of analysis. HubSpot does most of the heavy lifting for you, so instead of building everything from scratch, you can just apply filters (like specific campaigns) to see things like ad spend, ROI, clicks, form submissions, and traffic by source.
Looks like you’ve already gotten some good guidance!
If you do find yourself stuck again trying to combine all that campaign + sales data in HubSpot’s native reports, you can connect your HubSpot data to Google Sheets or Excel with Coefficient (available in HubSpot’s app marketplace).
It’s a certified 2-way sync between HubSpot and your spreadsheet, and it comes with an AI Assistant that can help you build exactly the kind of custom views you’re describing. Spreadsheets give you a lot more flexibility than any other report builder, and once you've built what you need, you can actually embed it back into your HubSpot dashboard. And, the charts will refresh automatically on whatever schedule you set.
I work at Coefficient, so if you ever want to explore the tool, happy to connect!
Looks like you’ve already gotten some good guidance!
If you do find yourself stuck again trying to combine all that campaign + sales data in HubSpot’s native reports, you can connect your HubSpot data to Google Sheets or Excel with Coefficient (available in HubSpot’s app marketplace).
It’s a certified 2-way sync between HubSpot and your spreadsheet, and it comes with an AI Assistant that can help you build exactly the kind of custom views you’re describing. Spreadsheets give you a lot more flexibility than any other report builder, and once you've built what you need, you can actually embed it back into your HubSpot dashboard. And, the charts will refresh automatically on whatever schedule you set.
I work at Coefficient, so if you ever want to explore the tool, happy to connect!
Definitely check out the Attribution Reports in HubSpot - they’re super helpful for this kind of analysis. HubSpot does most of the heavy lifting for you, so instead of building everything from scratch, you can just apply filters (like specific campaigns) to see things like ad spend, ROI, clicks, form submissions, and traffic by source.
You can’t fully combine all that in one native HubSpot dashboard, but you can get close.
Start with contact-based reports filtered by your campaign ID or UTM. Use one for ad clicks (from Ads interactions), one for email engagement (Marketing emails > Campaign = X), and one for landing page submissions (Form submissions or Page views filter by LP URL).
For sequences, filter by sequence name since they’re not linked to campaigns directly. Calls can be pulled from the Calls object, grouped by outcome, and filtered by date range or contact list tied to the campaign.
For the most engaged list, create a score property that adds points for ad clicks, form submissions, email opens, call outcomes, etc. Then use that list in your reports to keep everything focused on this campaign.
