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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 dashboard segmentation creates data silos that make unified reporting metrics difficult to maintain. When you filter dashboards by campaign source, you lose the ability to see cross-campaign performance and unified KPIs in a single view.
Here’s how to build sophisticated campaign segmentation that maintains unified metrics visibility, giving you both detailed campaign insights and big-picture performance context.
Enable sophisticated campaign segmentation using Coefficient
CoefficientHubSpotenables sophisticated campaign attribution reporting while maintaining unified metrics through dynamic filtering and multi-view dashboard capabilities. Import all campaign data frominto a master analysis environment where you can segment without losing unified context.
How to make it work
Step 1. Create master campaign datasets.
HubSpotImport all campaign data frominto a master spreadsheet that includes campaign source, performance metrics, and attribution data. This unified dataset becomes the foundation for both segmented and unified analysis.
Step 2. Build unified metric calculations.
Create master formulas that calculate overall performance metrics like conversion rates, cost per lead, and ROI across all campaigns. These formulas serve as your baseline unified metrics that remain consistent regardless of how you segment the data.
Step 3. Set up dynamic segmentation filters.
Use Coefficient’s dynamic filtering to point filter values to specific spreadsheet cells, allowing instant switching between campaign views while preserving unified calculations. Create dropdown menus or input cells that control which campaigns appear in your analysis.
Step 4. Create multi-view dashboard layouts.
Build spreadsheet dashboards that show both segmented and unified views simultaneously. Use separate sections or tabs to display individual campaign performance alongside overall metrics, eliminating the either/or limitation of HubSpot’s native dashboard filters.
Step 5. Implement cross-campaign comparison tools.
Create side-by-side campaign analysis sections while maintaining consistent metric definitions across all segments. Use conditional formatting to highlight performance variations across segments while keeping unified benchmarks visible.
Get both detailed insights and unified visibility
Start buildingThis approach eliminates the either/or limitation of HubSpot’s native dashboard filters and provides the flexibility to analyze campaign segments while maintaining the unified reporting perspective essential for strategic decision-making.sophisticated campaign segmentation today.
