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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
HubSpot’s native reporting cannot calculate true campaign ROI because it lacks built-in cost tracking and has limited revenue attribution capabilities. Most organizations resort to manual Excel exports and calculations, losing real-time visibility into campaign performance.
Here’s how to build comprehensive ROI tracking through automated cost and revenue data integration with real-time calculations.
Build automated campaign ROI dashboards using Coefficient
The solution involves comprehensive cost tracking combined with revenue attribution across business units. Coefficient transforms ROI tracking through automated cost and revenue data integration that HubSpot cannot provide natively.
How to make it work
Step 1. Set up comprehensive cost tracking structure.
Create cost categorization including media spend (paid ads, sponsorships), production costs (content creation, design), personnel costs (campaign management time), and technology/tool costs. Import cost data from multiple sources or maintain in spreadsheet. Use scheduled exports to sync costs back to HubSpot as custom properties.
Step 2. Configure revenue attribution system.
Import closed-won deals with campaign associations from HubSpot. Configure multi-touch attribution models: First-touch (100% credit to first campaign), Last-touch (100% credit to final campaign), Linear (equal credit distribution), and Time-decay (recent touches get more credit). Calculate influenced revenue vs sourced revenue for complete attribution.
Step 3. Build ROI calculation framework.
Use this formula: Campaign ROI = ((Revenue – Total Costs) / Total Costs) × 100. Where Revenue equals Closed Won Deals × Attribution % and Total Costs equals Media + Production + Personnel + Tools. Create separate calculations for each attribution model.
Step 4. Create business unit aggregation.
Roll up individual campaign ROI to business unit level (DDH, CMSSP, O142). Weight ROI by campaign investment size to avoid skewing from small high-performing campaigns. Compare ROI across units using normalized metrics and consistent time periods.
Step 5. Build dynamic dashboard components.
Create ROI trend charts showing monthly/quarterly ROI by business unit. Build cost efficiency matrix displaying revenue per dollar spent. Calculate payback period showing time to recover campaign investment. Include performance benchmarks comparing ROI vs industry standards.
Step 6. Set up automation and advanced analytics.
Configure real-time ROI updates with hourly deal refreshes from HubSpot . Set up automated weekly ROI reports by business unit. Create alerts for campaigns exceeding ROI thresholds. Build predictive ROI forecasting based on pipeline and historical close rates.
Transform your ROI visibility
Automated campaign ROI tracking by business unit provides the financial insights needed to optimize marketing spend and demonstrate clear business impact. This comprehensive approach eliminates manual calculations while providing real-time visibility into campaign performance. Start building your ROI dashboard today.
