If you're running PPC campaigns across multiple platforms and want to track campaign performance directly in Databox, you can combine HubSpot Marketing data with your paid ad platforms to create a unified view. Here's how to display campaigns by name and report on conversions, cost-per-click, and other relevant KPIs.
Steps to Set Up a Table View for Campaign Performance
1. Create a Databoard with a Table
Create a new Table which will be used to compare metrics side by side by campaign. In the Datablock editor on the right side, set Show Columns to Metrics to display metrics in columns and campaigns as rows.
2. Choose and Add Your PPC KPIs
Include the key Metrics that are relevant for your campaigns, such as Conversions, Clicks, Cost per Click. Use Breakdown by Campaign Name to track performance for each campaign.
3. Create a HubSpot Custom Metric for Campaign Attribution
Open Metric Builder and select HubSpot Marketing as the Data Source.
Select the the Contact Properties tab.
Create a Custom Metric using:
Metric: Count of Contacts
Date: Date Entered "Marketing Qualified Lead"
Dimension: Original Source Drilldown 2 (this typically includes campaign names from your PPC tools).
Rename the Original Source Drilldown 2 dimensions into actual campaign names.
From the table on the Databoard where you are using metrics with a breakdown by campaign name, copy the exact campaign names (including ID if necessary).
While editing the Custom Metric, click Customize and Rename dimension values. Select the respective campaign and paste the previously copied campaign name. Continue for any other campaign you have running.
Tip: Keep two browser tabs open—one with your Databoard and another with Metric Builder—for easy copy-pasting between campaigns.
4. Apply Filters for More Precise Reporting
Optionally, you can add filters such as:
Original Lead Source contains PPC Ads (or your preferred identifier).
Change the Date field to Date Created, Date Entered Lead/MQL/SQL Stage, or any other - depending on your funnel.
This setup will ensure that your Custom Metric from HubSpot Marketing will show a breakdown by campaign name and contain the exact same campaign names as shown in other "by campaign" metrics.
Notes
HubSpot does not automatically track campaign names unless mapped through Original Source Drilldown 2.
Each time a new campaign is launched, the name may need to be manually updated in your filter to ensure accurate tracking.
This setup is available on the Professional Plan or higher.
Learn more here: HubSpot Marketing Metric Builder for Contacts.
For advanced use cases, consider using Datasets for more flexible reporting.