How to aggregate sequence engagement data by associated campaign in HubSpot reports

using Coefficient excel Add-in (500k+ users)

Learn how to aggregate HubSpot sequence engagement data by campaign despite native reporting limitations using spreadsheet-based solutions.

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Aggregating sequence engagement data by campaign in HubSpot’s native reporting is impossible due to the event data source limitation. You can’t combine sequence metrics with campaign associations in a single report.

Here’s how to create powerful aggregation capabilities that solve this challenge completely and give you the campaign-based sequence insights you need.

Build comprehensive sequence engagement aggregation using Coefficient

Coefficient enables the data aggregation that HubSpot simply can’t provide. You can import comprehensive data sets and create custom aggregation frameworks that deliver insights impossible with native reporting.

How to make it work

Step 1. Import comprehensive engagement data.

Pull sequence engagement metrics (opens, clicks, replies, meetings booked) and campaign association data for all contacts from HubSpot . Include contact properties to enable multi-dimensional analysis across different segments.

Step 2. Create your aggregation framework.

Import sequence enrollments with contact IDs, then import campaign associations with contact IDs. Use SUMIF and COUNTIF formulas to aggregate sequence data by campaign, then build pivot tables for dynamic aggregation views.

Step 3. Build custom metrics HubSpot can’t provide.

Calculate average reply rate per sequence grouped by campaign, total meetings booked from sequences by campaign source, engagement velocity (time to reply) segmented by campaign, and revenue attribution from sequence conversions by campaign.

Step 4. Implement dynamic filtering.

Point filters to spreadsheet cells for real-time campaign selection, create dropdown menus to switch between campaign views instantly, and build date range filters for time-based performance analysis.

Step 5. Set up automated refresh and alerting.

Schedule hourly imports from HubSpot to keep aggregated data current, set up Slack alerts when sequence performance exceeds campaign benchmarks, and create email notifications for significant changes in engagement rates.

Transform raw data into actionable campaign insights

This solution converts raw HubSpot data into actionable insights with aggregation capabilities that far exceed native reporting limitations. Start building the cross-object sequence reports you need today.

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