How to Build a Campaign Tracker in HubSpot for Monthly Reviews

Because you can’t improve what you’re not tracking. Most teams run campaigns. Few review them properly.

If your monthly campaign recap sounds like:

“We sent some emails, got clicks, maybe a lead or two...”
—you’re missing the full picture.

With the right HubSpot campaign tracker, you can:

• Track every asset, channel, and result
• Attribute pipeline and revenue
• Review insights in one dashboard

Here’s how to set it up.

Step 1: Use HubSpot’s Campaigns Tool (the right way)

Start by creating a Campaign in HubSpot for every initiative:

• Give it a clear name: July_Webinar_LeadGen
• Tag all related assets: landing pages, emails, forms, CTAs, ads
• Set goals and dates

This groups everything for reporting automatically.

Step 2: Set UTM Parameters for Every External Link

Any traffic-driving asset (ads, social, blog CTAs) should use UTMs:

• utm_source (e.g. LinkedIn)
• utm_medium (e.g. paid, email)
• utm_campaign (match your HubSpot campaign name)

HubSpot captures and maps these values to contacts, so you know what drove results.

Step 3: Track Engagement Metrics Inside the Campaign

The Campaign dashboard will now show:

• Views and submissions
• Email opens and CTR
• Ad clicks and spend (if integrated)
• Contacts influenced
• Deals associated

Pro tip: Filter by date or lifecycle stage for more profound insight.

Step 4: Create a Monthly Campaign Review Dashboard

Build a custom report or dashboard that includes:

• Contacts generated per campaign
• Deals created + closed per campaign
• Revenue by campaign
• Average time from form to deal
• Win rate by campaign

Use these for your monthly marketing + sales sync.

Step 5: Include Campaign Tagging in Deal Properties

To tie revenue back, we recommend:

• Creating a custom deal property: “Primary Campaign Source”.
• Using workflows or manual tagging to assign this.
• Filtering reports by this field

This helps bridge marketing actions with sales outcomes.

Final Thought

Campaigns aren’t one-time events—they’re systems that create compounding results. Tracking them properly in HubSpot helps you double down on what’s working—and cut what’s not. Don’t run another campaign without a tracker in place.