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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Creating dashboard-compatible reports that filter sequences by campaign is impossible with HubSpot’s native tools due to event data source limitations. Sequence folders don’t integrate with dashboards and can’t provide the dynamic filtering you need.
Here’s how to build comprehensive dashboard reports that deliver the campaign-filtered sequence analysis you’re looking for.
Build filterable sequence dashboard reports using Coefficient
Coefficient provides a complete solution for creating dashboard-compatible reports with the campaign filtering capabilities that sequence folders simply can’t deliver. You get real dashboard integration with dynamic filtering and automated updates.
How to make it work
Step 1. Set up your data architecture.
Import sequence performance data with all engagement metrics, pull campaign associations and attribution data, include timeline events to track interaction sequences, and import deal data to measure revenue impact from HubSpot .
Step 2. Build your filterable report structure.
Create a master data sheet combining sequences and campaigns, implement dynamic dropdowns for campaign selection, build charts that update based on filter selections, and schedule refreshes to maintain live data.
Step 3. Create multiple dashboard components.
Build a performance matrix showing all sequences with metrics filtered by selected campaign, trend analysis charts displaying sequence engagement over time by campaign, conversion funnels showing sequence stages filtered by campaign source, and comparative analysis views for side-by-side sequence performance across campaigns.
Step 4. Implement advanced filtering capabilities.
Set up multi-select campaign filters using data validation, date range filters for period-over-period analysis, performance threshold filters (like sequences with >15% reply rate), and contact property filters for segmented analysis.
Step 5. Enable dashboard integration features.
Create shareable dashboards accessible to your entire team, build reports that refresh on-demand or on schedule from HubSpot , export visualizations for presentations, and set up automated PDF reports for stakeholder distribution.
Get true campaign-filtered sequence dashboards
This approach delivers genuine campaign attribution reporting with the flexibility and filtering capabilities that sequence folders can’t provide, all with full dashboard compatibility. Start building your filterable sequence dashboards today.
