Analyze campaign performance in the campaign analytics tool
Last updated: January 20, 2023
You can use the campaign analytics tool to measure the effectiveness of all the campaigns you've created in HubSpot. You can also analyze a single campaign in the campaigns tool.
Learn more about the different campaign metrics available in HubSpot and the data pulled to provide you these metrics.
Please note: HubSpot only attributes data from assets or content to a campaign after the asset or content is associated with the campaign. Any metrics such as new contacts) prior to the association will not be included in the campaign analytics.
Analyze campaign performance
On the Campaign Analytics page, view and measure your campaign metrics using the charts and tables to track the success of your campaign.
To view your campaign analytics:
- In your HubSpot account, navigate to Reports > Analytics Tools.
- Click Campaign Analytics.
- Use the Date range and Frequency dropdown menus to filter the data to a specific time range. This will filter the data for any tab displayed. Do also note the following:
- If you select a rolling date range, the data set will exclude the current day.
- A week in the report starts on Sunday by default. This will apply when the date range selected consists of a week, or when the frequency is set to Weekly.
- You can view a chart of influenced contacts or other metrics such as sessions, new contacts created, closed deals, and influenced revenue.
- To view a chart of influenced contacts, click the Influenced contacts tab.
- To view a chart including all other available metrics, click the Other metrics tab. In the upper left of the chart, click the dropdown menu and select the report metric.
- In the upper right of the chart, click the Style dropdown menu and select the type of chart you want to use for analysis. You can select an area chart, a column chart, or a line chart to view your data.
- In the table below, select the checkboxes next to the campaigns that you want to include in the chart. Select multiple pages to compare their impact.
- If you are on the Other metrics tab, click a campaign to view its details in a new tab.
- To customize the metrics that appear in the table:
- In the upper right, click Edit columns.
- In the dialog box, select the checkbox for each metric you want to display.
- Click the X next to a property in the Selected columns section to remove it from the table.
- Click Save to apply these changes.
- Enter search terms in the search bar to search for a specific campaign.
- Click a column header to sort the campaign by that metric.
Analyze campaign attribution
For individual campaigns, you can view the new contacts, deals, and deal revenue generated by the campaign's assets.
- On the Campaign Analytics page, click a campaign name.
- Click the Attribution tab. Review how interactions with the campaign’s assets have resulted in the creation of contacts and deals, as well as the revenue gained from closed deals.
- To configure your report dates, at the top of page, use the date picker to select a date range or set specific dates. When filtering your campaign attribution by date, do note the following:
- New contacts and deals are measured by the date of creation, not of the interaction. Similarly, filtering a revenue report by date will include deals that have been closed within the date range.
- By default, reports are filtered by All data, which includes all data up to the current date. To include future dates in a report, manually set the date range to include those dates.
- To select your attribution model, at the top of page, click the Attribution model dropdown menu and select an attribution model.
- To select your attribution data, in the top left, select Contact create, Deal create, or Revenue.
- Contact create: measure how effective the campaign’s assets are at generating new contacts. When a visitor interacts with a campaign asset and is later created as a contact, the interaction will receive credit for the contact being created. Learn more about building contact create attribution reports.
- Deal create: measure how effective the campaign’s assets are at generating new deals. When a contact interacts with a campaign asset and a deal is created and associated with the contact, the interaction will be attributed for the deal being created. Learn more about building deal create attribution reports.
- Revenue: measure how effective the campaign’s assets are at generating revenue from closed deals. When a contact interacts with a campaign asset and a deal that’s associated with the contact is closed, the interaction will be attributed for generating the deal’s revenue. Learn more about building revenue attribution reports.
- To save a chart from the attributions page as a report in your reports list:
- On the top right of the chart, click Actions > Save as report.
- In the right panel, enter the Report name.
- Select a radio button to confirm whether you'd like to add the report to a dashboard:
- Don't add to dashboard: HubSpot won't add the report to any of your dashboards, but will save the report to your report library so you can use it later.
- Add to existing dashboard: you can select an existing dashboard to add the report to.
- Add to new dashboard: you can create a new custom dashboard and add the report to the new dashboard. Click next, then enter a dashboard name and select a visibility option.
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- Click Save & add.
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