Case Studies › Shout UGC Reporting System

HubSpot Marketing & Revenue Reporting System

Building a complete ROAS (Return on Ad Spend) ecosystem to track marketing performance from click to cash inside HubSpot.

7Custom Dashboards
3Ad Platforms
HourlyData Sync
LiveROAS Tracking

1. Project Vision

The goal was to create a comprehensive reporting engine inside SHOUT UGC's HubSpot environment. The system enables the client to answer critical business questions with real data:

2. System Architecture

Ads Platforms (API)
Emerald Web Service
HubSpot Ticket Objects
Dashboards

We developed a custom web service that acts as a bridge. It ingests daily performance data from ad platforms and processes it into structured "monthly campaign containers" inside HubSpot.

Shout HubSpot Dashboard

The real-time ROAS dashboard as seen by the SHOUT team inside HubSpot.

Q) Why use Ticket Objects for Marketing Reports?

Standard HubSpot ad integrations record metrics in an "Ad Performance" object that cannot be joined with Contacts or Deals for advanced reporting. To bypass this limitation, we repurposed the **Tickets Object** as a unified data layer.

Because Tickets can be associated with both Contacts and Deals, we can build reports that directly calculate Ad Spend vs. Actual Revenue generated by those specific ad-acquired contacts.

3. Automated Data Pipelines (Cronjobs)

Our backend runs two primary scripts to ensure accuracy without manual work:

hubspot.php (Ads Sync)

Runs daily at 2:00 AM. Connects to Google, Meta, and LinkedIn APIs to pull spend, clicks, and impressions. It creates or updates the "Monthly Campaign Ticket" in HubSpot.

main.php (Revenue Attribution)

Runs daily at 4:05 AM. It traces Deal revenue back to early-stage Contacts, identifies their source (Paid, Organic, or Email), and writes the revenue totals back into the Campaign Ticket for ROI calculation.

4. Core Metrics & Calculations

The system automatically calculates and writes these values into HubSpot fields:

5. Impact & Results

We delivered 7 fully functional dashboards categorized by location and business type (Studio UK, Agency US, etc.), allowing the SHOUT team to monitor their entire marketing spend in one place.

Frequently Asked Questions

How do you overcome HubSpot's standard ad attribution limitations?

By routing ad performance data into flexible HubSpot Ticket or Custom Objects. This bridges the disconnect between advertising channels and CRM deals, unlocking multi-touch ROAS attribution dashboards.

How does the multi-network ad data sync operate?

Scheduled backend cronjobs connect daily to Google Ads, Meta Graph API, and LinkedIn Ads, aggregating ad costs, CPCs, and impressions into unified campaign containers in HubSpot without manual spreadsheets.

Can revenue attribution distinguish between paid, organic, and email conversions?

Yes. Attribution pipelines parse original lead source parameters and associate revenue from closed customer deals back to the primary acquisition channel for precision budgeting.

Interested in a unified HubSpot ROAS system?

Through our HubSpot custom engineering services, we solve reporting limitations with custom architecture.

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