How to Build an “Ad Influence Dashboard” in HubSpot (Powered by Vector)

Overview

This guide walks you through how to create a Vector Ad Influence Dashboard inside HubSpot. The goal is to measure how your advertising activity (via Vector) impacts pipeline creation, deal velocity, win rates, and revenue.

You’ll learn how to:

• Track ad-influenced pipeline and revenue

• Compare deal performance with vs. without ad influence

• Measure deal velocity and average selling price (ASP)

• Identify contacts, accounts, and deals influenced by ads

🧩 What You’ll Build

Your final HubSpot dashboard will include metrics like:

• Ad-Influenced Pipeline Created

• Ad-Influenced Revenue Closed

• Win Rate (With vs. Without Ad Influence)

• Deal Velocity (Time to Close)

• Average Selling Price (ASP) by Ad Influence

• % of Closed-Won Deals Influenced by Ads

• Lists of Ad-Influenced Contacts and Accounts

These metrics help visualize how ads accelerate and expand revenue opportunities—and show the measurable impact of your marketing investments.

🧱 Step 1: Create Your Core Contact List

Create a list in HubSpot called “Vector – Recent Ad-Influenced Contacts.”

List criteria:

• Contact has at least one Vector Timeline Event (from a Vector Segment ID).

• Event occurred within the last 90 days (so data reflects recent ad influence).

💡 For testing purposes, you can use your “All Site Visitors” segment ID. For production use, replace it with a segment representing contacts associated with actual ad campaigns or UTMs.

⚙ Step 2: Add Custom Fields

You’ll need two custom checkbox properties:

These properties will allow workflows to mark whether a company or deal has been influenced by ads.

🔄 Step 3: Build Two HubSpot Workflows

Workflow 1: Tag Companies as Ad-Influenced

Trigger: When a contact is added to the “Vector – Recent Ad-Influenced Contacts” list.
Action: Set the associated company’s Vector Ad Influence property to True.

Workflow 2: Tag Deals as Ad-Influenced

Trigger: A scheduled workflow that runs daily.
Action:

• For each open deal, check the associated company.

• If that company’s Vector Ad Influence = True → set the deal’s Vector Ad Influence = True.

✅ This ensures every day, your deal records stay synced with company-level ad influence.

📊 Step 4: Build the Dashboard

Once workflows are live and data starts flowing, you can create HubSpot reports using the Vector Ad Influence field on deals.

Suggested reports include:

• Pipeline Created (Ad-Influenced vs. Not)

• Revenue Closed (Ad-Influenced vs. Not)

• Win Rate Comparison

• Deal Velocity (Average Days to Close)

• Average Deal Size (ASP)

• Ad-Influenced % of Closed-Won Deals

• Lists of Influenced Contacts and Accounts

You can package these into a dashboard view that visualizes the ROI of your ad efforts.

🧠 Why It Matters

This setup creates a marketing attribution layer right inside HubSpot—no external reporting tools needed. It connects your Vector ad performance to tangible business outcomes like pipeline and revenue, giving you a clear story to share with leadership.

Together, these three pillars form a compelling Vector “trifecta”:

1. Core platform: Targeting and Ad Reveal

2. Bid Agent: ROI engine (“money in, money out”)

3. Ad Influence Reporting: Proof of value—helping marketers look great

💬 Questions or Feedback?

Reach out to us at solutions@vector.co to review your setup.