How to Analyze Ad Campaigns with the HubSpot Custom Report Builder

The Hubspot custom report builder lets you combine advertising data with CRM information so you can analyze the full performance of your ad campaigns in one place. This guide explains how to create, configure, and use ad reports in the custom report builder to get actionable insights.

Why Use the HubSpot Custom Report Builder for Ads

The custom report builder gives you more flexibility than standard ad dashboards. You can connect ad metrics with contacts, deals, and revenue to understand which campaigns truly drive business results.

Using the HubSpot custom report builder for ads, you can:

• Measure ad performance across networks in a single view.
• Track which ads generate the most contacts or deals.
• Analyze cost per contact, deal, or revenue.
• Create breakdowns by campaign, ad group, or asset.
• Share tailored reports with marketing and sales teams.

Before you start, make sure your ad accounts are connected and that you have the permissions needed to create and edit custom reports.

Key Concepts for HubSpot Ad Reporting

When building ad reports, you will combine data from several sources. Understanding these concepts will help you design accurate reports.

Primary and Secondary Data Sources in HubSpot Reports

In the custom report builder, you select a primary data source and can add secondary data sources that relate to it. For example, when reporting on ads, the primary source is usually the ad performance data.

Typical combinations include:

• Ads + Contacts – to see which ads create new contacts.
• Ads + Deals – to connect campaign performance to pipeline and revenue.
• Ads + Companies – for account-based or B2B focused reporting.

HubSpot automatically joins related data so you can use fields from all connected sources in one report.

Available Ad Metrics and Dimensions in HubSpot

Depending on your connected networks, you can use common ad metrics such as:

• Impressions
• Clicks
• CTR (click-through rate)
• Spend
• Cost per click (CPC)
• Contacts from ads
• Deals from ads
• Revenue attributed to ads

You can also break down results by:

• Campaign
• Ad set or ad group
• Individual ad or creative
• Network and placement (where supported)
• Date, week, or month

How to Build a HubSpot Custom Report for Ad Campaigns

Follow these steps to create a new ad performance report using the HubSpot custom report builder.

Step 1: Open the HubSpot Custom Report Builder

1. In your HubSpot account, navigate to Reports > Reports.
2. Click Create report.
3. Select Custom report builder.

This opens the report editor where you can select your data sources and configure your chart.

Step 2: Choose Ad-Related Data Sources in HubSpot

1. In the data source selection screen, choose the ad performance source as your primary data. The name may vary based on your account, but it typically includes ads or advertising interactions.
2. Add any related secondary sources you need, such as Contacts, Deals, or Companies.
3. Confirm your selection to load the fields into the report builder.

Once the data sources are selected, you will see a list of available properties grouped by source on the left side of the builder.

Step 3: Select Fields and Configure the Report in HubSpot

Now you will choose the specific metrics and dimensions to visualize.

1. Drag ad metrics (such as impressions, clicks, spend, and contacts from ads) into the Measures area.
2. Drag breakdown fields (such as campaign, ad group, or network) into the Dimensions or Breakdowns area.
3. Add filters to narrow the analysis, for example:
   • Date range (last 30 days, last quarter, custom range).
   • Network (only Facebook, only Google, etc.).
   • Specific campaigns or ad groups.
4. Choose a chart type (table, bar chart, line chart, or combination) that best matches your analysis goal.

As you add fields, the preview updates so you can confirm that the report reflects the ad performance you want to monitor.

Practical HubSpot Ad Reporting Examples

You can build many types of ad reports in the HubSpot custom report builder. Here are a few practical formats to consider.

Compare Ad Campaign Performance in HubSpot

To compare campaigns side by side, create a summary table or chart.

• Dimensions: Campaign name, network.
• Metrics: Impressions, clicks, spend, contacts, deals, revenue.
• Filters: Date range aligned with your reporting period.

This view lets you quickly see which campaigns drive the most value and where to adjust budget.

Track HubSpot Ads from Click to Deal

If you connect ad data with deals, you can follow the full journey from click to closed revenue.

• Dimensions: Campaign, deal stage, close date.
• Metrics: Number of deals, deal amount, revenue from ads.
• Filters: Deal pipeline or region, plus ad network if needed.

This report helps you understand not just lead volume, but how ad-sourced leads progress through the pipeline.

Monitor Lead Quality from HubSpot Ads

By combining ad metrics with contact properties, you can evaluate lead quality by source.

• Dimensions: Campaign, lifecycle stage, lead status.
• Metrics: Number of contacts, MQLs, SQLs, opportunities.
• Filters: Exclude internal test contacts and non-marketing contacts.

Use this analysis to focus spend on campaigns that create high-value contacts, not just clicks.

Optimizing and Sharing HubSpot Ad Reports

Once your report is configured, save and share it with your team for ongoing monitoring.

Save, Schedule, and Add to Dashboards in HubSpot

1. Click Save, give the report a descriptive name, and add a clear description so others know its purpose.
2. Choose whether to add the report to an existing dashboard or create a new dashboard for ad performance.
3. Use scheduling or dashboard email features to send recurring snapshots to stakeholders, such as weekly or monthly summaries.

Dashboards allow you to combine multiple ad reports, such as campaign comparisons, funnel performance, and cost analytics, into a single view.

Refine HubSpot Ad Reports Over Time

As your strategy evolves, revisit the custom report builder to adjust filters, data ranges, or metrics. Common improvements include:

• Adding lifecycle or deal properties as your CRM usage matures.
• Segmenting by device, region, or audience where that data is available.
• Creating separate views for acquisition, remarketing, and brand campaigns.

Iterating on your reporting framework ensures that your ad data stays aligned with your goals.

Further Resources for HubSpot Ad Reporting

To go deeper into the exact fields, options, and limitations of ad reporting, review the official HubSpot documentation provided for the custom report builder and ad campaigns here: HubSpot ad campaigns reporting guide.

If you need expert help designing a scalable reporting strategy or integrating your ads with broader marketing analytics, you can also consult specialized partners such as Consultevo for implementation and strategy support.

By consistently using the HubSpot custom report builder for your ad campaigns, you gain a reliable, unified view of performance that connects ad spend to real business impact.

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