How to track ROI by combining HubSpot ad spend with contact interaction data

using Coefficient google-sheets Add-in (500k+ users)

Calculate true ROI by combining HubSpot ad spend data with contact-level revenue attribution for accurate multi-touch attribution analysis.

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HubSpot’s ROI tracking faces a fundamental limitation: ad spend data exists in campaign-level reports while revenue attribution requires contact-level analysis. The platform cannot natively combine these data sources to calculate true ROI that accounts for individual contact value and complex attribution scenarios.

Here’s how to enable comprehensive ROI tracking by unifying these disparate data sources for accurate multi-touch attribution analysis.

Calculate true ROI by unifying HubSpot data sources using Coefficient

Coefficient enables comprehensive ROI tracking by connecting HubSpot’s isolated data sources. You can import campaign-level spending data alongside contact interaction data linked to deal values, then create attribution models that assign revenue credit to campaigns based on contact touchpoint analysis.

How to make it work

Step 1. Import ad spend and contact revenue data.

Pull HubSpot campaign-level spending data including daily spend, campaign duration, and budget allocation into one tab. Import contact interaction data linked to deal values and closed-won revenue into another tab.

Step 2. Create attribution modeling formulas.

Build formulas that assign revenue credit to campaigns based on contact touchpoint analysis. For multi-touch attribution, use: =(ContactRevenue/TouchpointCount) to distribute revenue credit across all campaigns that influenced a contact’s journey.

Step 3. Develop automated ROI calculations.

Create spreadsheet logic that automatically calculates ROI as (Attributed Revenue – Ad Spend) / Ad Spend. For example: =(SUMIF(Attribution!Campaign,A2,Attribution!Revenue)-B2)/B2 to calculate ROI for each campaign automatically.

Step 4. Build advanced ROI tracking capabilities.

Create time-based ROI analysis to understand campaign performance trends over different periods. Build cohort ROI tracking that analyzes ROI for contacts acquired in specific time periods to measure long-term campaign value.

Step 5. Set up real-time ROI monitoring.

Configure live ROI updates as new deals close and ad spend occurs. Set up ROI threshold alerts for automated notifications when campaign ROI drops below or exceeds defined benchmarks.

Get accurate ROI insights for smarter optimization

This comprehensive approach provides accurate, actionable ROI insights that account for the complexity of modern customer journeys and multi-touch attribution requirements. You get true multi-touch attribution instead of simple first/last-touch models with contact-level granularity for detailed analysis. Start tracking your true campaign ROI today.

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