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HubSpot’s native dashboard filters are static and require creating multiple duplicate reports to compare different campaign segments. The platform lacks dynamic filtering capabilities that allow real-time campaign comparison within a single dashboard view.
Here’s how to build dynamic campaign comparison capabilities that eliminate duplicate reports while providing more sophisticated analysis than HubSpot’s static filters allow.
Create dynamic campaign comparisons using Coefficient
Coefficient’sHubSpotdynamic filtering capabilities solve this limitation through advanced dashboard optimization that HubSpot’s native filters simply cannot match. Import comprehensive campaign data fromand create interactive comparison views that update instantly.
How to make it work
Step 1. Set up cell-referenced dynamic filters.
Point filter values to specific spreadsheet cells, enabling instant campaign comparison by simply changing cell values rather than creating duplicate reports. Create input cells for Campaign A, Campaign B, date ranges, and lead sources that control your entire analysis view.
Step 2. Import comprehensive campaign data.
HubSpotPull all campaign performance data frominto your analysis environment. Use Coefficient’s field selection to import campaign names, performance metrics, attribution data, and any other fields needed for comparison analysis.
Step 3. Build multi-criteria filtering logic.
Apply up to 25 filters with AND/OR logic to create complex campaign comparisons that would require dozens of separate HubSpot reports. Create filter combinations that compare campaigns by source, time period, performance thresholds, and other criteria simultaneously.
Step 4. Create comparative analysis views.
Build single spreadsheets that show multiple campaign segments side-by-side with consistent metrics and formatting. Use conditional formatting and formulas to highlight performance differences between the campaigns you’re comparing.
Step 5. Set up interactive dashboard controls.
Create dropdown menus and input cells that instantly change your campaign comparison views. Add refresh buttons for instant data updates with new filter criteria, eliminating the need to recreate reports for different campaign combinations.
Compare any campaigns instantly without duplicate work
Start buildingThis approach eliminates the need for duplicate reports while providing more sophisticated comparison capabilities than HubSpot’s static dashboard filters, letting you analyze any campaign combination instantly without administrative overhead.dynamic campaign comparisons today.
