- In your HubSpot account, navigate to Marketing > Ads.
- In the upper right, click Settings.
- Click the ROI Calculation tab.
- Select a method to calculate ROI:
- Use revenue from your CRM: calculates ROI based on your deals in HubSpot. Deals marked as closed won will be included on your ads dashboard if they are associated with contacts in the lifecycle stage of customer who were attributed to your ad campaign. This option is recommended if you are using deals in HubSpot.
- Estimate ROI: HubSpot estimates the ROI based on your average sale price and average lead to customer rate.
- In the Average Sale Price section, select the currency for ROI to appear in, then enter the numerical value of your average sale price. Enter your average Lead to Customer Rate as a percentage.
- The formula for ROI estimation is [((number of leads x lead-to-customer rate x average sales price) - ad spend) ÷ ad spend] x 100.
- Use revenue from your CRM: calculates ROI based on your deals in HubSpot. Deals marked as closed won will be included on your ads dashboard if they are associated with contacts in the lifecycle stage of customer who were attributed to your ad campaign. This option is recommended if you are using deals in HubSpot.
- In the bottom left, click Save.
