Configure the calculation of ROI for paid ad campaigns

Configure your ROI calculation to determine how exactly you want to measure the effectiveness of your paid ad campaigns within HubSpot.

To configure the calculation of ROI for your paid ad campaigns:

• In your HubSpot account, navigate to Marketing > Ads.
• In the upper right, click the settings settings icon.
• Click the ROI tab.
• Configure how you want ROI to be calculated:
  
  • Revenue from your deals: calculates ROI based on your deals in HubSpot. The revenue will be determined by the Default deal amount settings. This option is recommended if you are using deals in HubSpot. To be included on your ads dashboard, the deal must meet both conditions: 
    • The deal must be marked as closed won. 
    • The deal must be associated with a contact who was attributed to your ad campaign.
      • The contact must be in the HubSpot default lifecycle stage of Customer.
      • If you are using a custom lifecycle stage as the Customer stage, the deal will not be included. 
  • Estimate revenue: HubSpot estimates the ROI based on your average sale price and average contact-to-customer rate.
    • In the Average Sale Price section, enter the numerical value of your average sale price. Enter your average Contact to customer Rate as a percentage.
    • The formula for ROI estimation is: (Contacts - Customers) * Contact-to-Customer rate * Average sale price + Customers * Average sale price

• Select a currency setting:
  • Company currency: your ad spend, ROI, and all cost-associated metrics will be converted to your default HubSpot account currency. Learn more about how to configure your account currencies.
  • Ad account currency: your ad spend, ROI, and all cost-associated metrics will use the currency from your connected ad account.
• After updating your setting, in the bottom left, click Save.

Please note: if you use your ad account currency for your ROI calculation, you won't be able to report across ad accounts with different currencies.