Alternative to sequence folders for tracking sequence performance by campaign in HubSpot dashboards

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

Discover better alternatives to HubSpot sequence folders for tracking sequence performance by campaign with dynamic dashboard reporting.

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Sequence folders provide basic organization but fall short for campaign-based performance tracking because they’re not accessible in custom dashboards and don’t support dynamic filtering by campaign attribution.

Here’s a superior alternative that gives you the campaign-based sequence analysis that folders simply can’t deliver.

Create dynamic campaign-based sequence reports using Coefficient

Coefficient offers dynamic campaign grouping that automatically organizes sequences by their associated campaigns. Instead of static folders, you get flexible categorizations that update automatically and integrate seamlessly with dashboard reporting.

How to make it work

Step 1. Import sequence and campaign data.

Pull sequence enrollment data along with contact campaign associations from HubSpot . This creates the foundation for dynamic categorizations that sequence folders can’t provide.

Step 2. Build custom dashboard views.

Create fully customizable dashboards in your spreadsheet that display sequence performance metrics grouped by campaign, real-time reply rates, campaign ROI calculations, and heat maps showing which sequences perform best with specific campaigns.

Step 3. Set up automated organization.

Use filtering capabilities to automatically categorize sequences based on campaign attribution of enrolled contacts, time period of campaign interaction, and lead source patterns. Apply up to 25 filters with AND/OR logic for sophisticated views.

Step 4. Create advanced filtering options.

Build dynamic reports that show sequences with >20% reply rate from specific campaigns, cross-campaign performance comparisons, and multi-touch attribution analysis. Point filters to spreadsheet cells for real-time campaign selection.

Step 5. Schedule automated reporting.

Set up reports that refresh hourly or daily from HubSpot , providing up-to-date sequence performance by campaign metrics without manual updates.

Move beyond static sequence folders

This approach replaces the limited functionality of sequence folders with dashboard-compatible reports that offer far more analytical power than HubSpot’s native tools allow. Get started with dynamic sequence-campaign reporting today.

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