Which HubSpot dashboard report types best visualize cross-campaign performance when using multiple lead sources

using Coefficient excel Add-in (500k+ users)

Learn why HubSpot's native dashboard reports fall short for cross-campaign analysis and how to build comprehensive multi-source performance visualization.

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HubSpot’s native dashboard report types face significant limitations for cross-campaign analytics when dealing with multiple lead sources. Standard reports like attribution reports and campaign performance dashboards cannot effectively combine data from external lead sources or perform complex cross-platform comparisons.

Here’s how to build comprehensive cross-campaign visualization that shows true performance across all your lead sources, not just HubSpot-native activities.

Build comprehensive cross-campaign visualization using Coefficient

CoefficientHubSpottransforms your dashboard capabilities by enabling comprehensive cross-campaign visualization that HubSpot’s native report types simply cannot match. Import campaign performance data fromalongside lead data from Warpleads, Prospeo, and other sources into a unified analytical environment.

How to make it work

Step 1. Create unified campaign performance datasets.

HubSpotImport campaign performance data fromalongside lead data from your other integrated tools into a single spreadsheet. This eliminates the data silos that limit HubSpot’s native dashboard report types and provides the foundation for true cross-campaign analysis.

Step 2. Build custom visualization matrices.

Create pivot tables, charts, and performance matrices that show true cross-campaign performance across all your lead sources. Use conditional formatting to highlight top-performing campaigns across platforms, making it easy to spot trends and opportunities.

Step 3. Calculate advanced cross-platform metrics.

Build formulas for metrics like cost-per-qualified-lead across platforms, conversion rate by source, and campaign ROI that includes all your integrated tools. For example: =SUMIF(Source,”Warpleads”,Cost)/COUNTIFS(Source,”Warpleads”,Status,”Qualified”) for Warpleads cost-per-qualified-lead.

Step 4. Set up dynamic campaign comparisons.

Use Coefficient’s filtering capabilities to create side-by-side campaign comparisons without the limitations of HubSpot’s native report types. Point filters to dropdown cells to instantly switch between different campaign combinations and time periods.

Step 5. Create automated performance snapshots.

Set up snapshot functionality to track campaign performance trends over time across all your sources. This preserves historical performance data while your live imports continue refreshing with current data.

See your complete campaign performance picture

Start buildingThis approach eliminates the data silos that limit HubSpot’s native dashboard report types and provides the comprehensive cross-campaign analytics needed for multi-source lead generation strategies.unified campaign visualization today.

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