Last updated: November 4, 2022
- In your HubSpot account, navigate to Marketing > Ads.
- In the upper right, click Settings.
- Click the ROI Calculation tab.
- Configure how you want ROI to be calculated:
- Revenue from your deals: calculates ROI based on your deals in HubSpot. Deals marked as closed won will be included on your ads dashboard if they are associated with contacts in the lifecycle stage of customer who were attributed to your ad campaign. This option is recommended if you are using deals in HubSpot.
- Estimate revenue: HubSpot estimates the ROI based on your average sale price and average lead to customer rate.
- In the Average Sale Price section, enter the numerical value of your average sale price. Enter your average Contact to customer Rate as a percentage.
- The formula for ROI estimation is [((number of leads x lead-to-customer rate x average sales price) - ad spend) ÷ ad spend] x 100.
- Revenue from your deals: calculates ROI based on your deals in HubSpot. Deals marked as closed won will be included on your ads dashboard if they are associated with contacts in the lifecycle stage of customer who were attributed to your ad campaign. This option is recommended if you are using deals in HubSpot.
- Select a currency setting:
- Company currency: your ad spend, ROI, and all cost-associated metrics will be converted to your default HubSpot account currency. Learn more about how to configure your account currencies.
- Ad account currency: your ad spend, ROI, and all cost-associated metrics will use the currency from your connected ad account.
Please note: if you use your ad account currency for your ROI calculation, you won't be able to report across ad accounts with different currencies.
- In the bottom left, click Save.