Review campaigns and maintain dashboards
Campaign vs email reporting and keeping dashboards tidy.
Purpose and outcome
Why it matters. Dashboards give the team one place to see results without hunting through tools.
Expected outcome. Dashboards with relevant reports and a consistent date range.
When to use it
- Monthly reviews and after campaigns.
Prerequisites and access
- Access to Reports and Dashboards.
Suggested roles (not yet approved): Marketing Coordinator, Marketing Reviewer
Instructions
- 1
Open the campaign to review all associated assets together.
From training· ~18:33 - 2
Pick one date range for every comparison.
Recommended practice - 3
Open a dashboard and add an existing report.
From training· ~1:23:00 - 4
To tidy, use the report’s menu to remove it from the dashboard.
Removing does not delete the report.
From training· ~1:23:30 - 5
Save reports from tool analytics (e.g. Social) to a dashboard when useful.
From training· ~1:24:00
Suggested dashboards
- Email performance
- Community audiences
- Geographic distribution
- Campaign activity
Influence isn’t causation
“Influenced contacts” means they interacted with campaign assets. It doesn’t mean the campaign caused a sale.
Completion checklist
Common mistakes and troubleshooting
A report shows no data.
The data or integration may not exist yet. Remove it rather than show empty charts.
A report shows no data. The data or integration may not exist yet. Remove it rather than show empty charts.
Sources and items needing confirmation
- From training· ~18:33–20:00, 1:22:00–1:25:00Caivan | HubSpot Marketing Training, Sep 28, 2026 (recording transcript)
- Recommended practiceHubSpot Knowledge Base: Create and manage dashboards
- Recommended practiceHubSpot Knowledge Base: Customize your dashboard
- Which integrations feed dashboards.
Account configuration described in training reflects September 28, 2026 and may have changed.