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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 dashboards lack true drill-down functionality, requiring multiple static reports without dynamic navigation between hierarchy levels. This limitation becomes particularly problematic when executives need to navigate from high-level business unit metrics to individual campaign details.
Here’s how to build sophisticated drill-down dashboards with dynamic navigation and hierarchical data organization.
Build interactive drill-down dashboards using Coefficient
The key is creating hierarchical data structures with dynamic navigation capabilities. Coefficient enables strategic data organization and formula capabilities that create true drill-down functionality from business unit summaries to granular campaign metrics.
How to make it work
Step 1. Set up hierarchical data structure.
Import campaigns from HubSpot with clear hierarchy: Business Unit → Campaign Type → Individual Campaign. Use custom properties to establish parent-child relationships. Create a campaign ID system for easy navigation (like DDH-CONTENT-2024-001).
Step 2. Create multi-level dashboard architecture.
Build Level 1 Executive Summary with business unit roll-up (DDH, CMSSP, O142), total budget, spend, revenue, and ROI by unit, plus YOY performance comparison. Create Level 2 Business Unit Detail with campaign type breakdown, monthly performance trends, and top 10 campaigns by ROI. Build Level 3 Campaign Detail with individual campaign metrics, daily/weekly performance, and content asset performance.
Step 3. Implement dynamic navigation system.
Use HYPERLINK formulas to create clickable campaign names that jump to detail sheets. Implement INDIRECT formulas for dynamic data references based on selections. Create “breadcrumb” navigation showing current drill-down level and path back to summary.
Step 4. Configure smart data loading.
Use hubspot_lookup formula for on-demand detail retrieval from HubSpot . Configure filtered imports for each hierarchy level to minimize load times. Structure data efficiently to minimize API calls while maintaining responsiveness.
Step 5. Add interactive features.
Create dropdown menus for business unit selection using data validation. Build dynamic charts that update based on current selection. Implement “Back to Summary” navigation buttons for easy movement between levels.
Step 6. Set up automation and alerts.
Schedule hourly refreshes for real-time metrics across all drill-down levels. Configure alerts for campaigns exceeding targets at any hierarchy level. Set up automated weekly executive summary emails with drill-down capabilities.
Transform your campaign reporting
Drill-down dashboards provide the executive-level overview and granular detail that modern marketing teams need. This hierarchical approach eliminates the need for multiple static reports while providing dynamic navigation capabilities. Start building your drill-down dashboard today.
