Most marketing teams are not short on campaign data. They are short on clear, trusted stories about what is working, what is not, and where to invest next. Even with HubSpot tracking emails, journeys, and workflows, teams still rebuild the same campaign performance reports for every retro, stakeholder update, or planning session because turning raw metrics into insight rich content is still manual and fragmented.​

Automating campaign performance reports with Matik and HubSpot closes that gap. You define the story once, connect it to your HubSpot data, and let Matik generate content that is accurate, personalized, and ready to drive your next marketing decision.​

What Is a Campaign Performance Report?

A campaign performance report is a summary of how a marketing campaign or collection of campaigns is performing against its goals. It is usually a slide deck, spreadsheet, or simple document that brings together metrics like leads generated, pipeline influenced, conversion rates, and cost efficiency in a way that is easy to scan and discuss.​

Its job is to help marketers, demand gen leaders, and executives quickly understand what happened, which channels or tactics drove results, and what should change going forward. A campaign performance report focuses on clarity and narrative rather than open ended exploration, so teams can quickly align on insights and next steps.​

Why Automate Campaign Performance Reports with Matik?

Building your campaign performance reports with data from HubSpot in Matik improves the quality, consistency, and impact of the content your teams rely on.

1. Strategic capacity unlocked

When you automate campaign performance reports with Matik, marketers spend less time stitching together exports and more time acting on the findings. That extra capacity can go toward running experiments, partnering with sales on follow up strategies, talking to customers, or planning the next integrated campaign. Customers that use Matik for reviews and business value reports have given thousands of hours back to their teams, which they then reinvest in higher impact work like customer strategy and revenue planning.​

2. Deeper, more actionable storytelling

Matik’s AI does more than just plug HubSpot fields into a template. It can write summaries, call out key changes in campaign performance, and propose talking points or recommended focus areas, so stakeholders don’t just see what happened, they also get guided context on why it matters and where to focus next. Handshake, for example, used Matik to transform how they delivered data insights to customers, generating more than 1,500 presentations and over 30,000 unique data insights across 600 customers, with more than half of their closed won revenue influenced by Matik automated presentations.​

3. Better content, every time

Because Matik pulls directly from HubSpot and other connected sources, your campaign metrics are always up to date and consistent across teams. Matik’s AI automates text, visuals, and tables from your data sources, generating ready to share content in the formats your teams already use, which keeps definitions aligned, avoids copy paste errors, and ensures reports always look professional and on brand. Teams like Modern Health use Matik as a core way to communicate value and ROI, saving 150 hours every month while producing an average of 195 presentations.

4. Personalization that resonates

Campaign performance reports are more powerful when they speak directly to the audience or slice of the business being reviewed. With Matik, you can define variables that tailor the same template for different contexts while still pulling from HubSpot as your source of truth.​

For campaign performance reports, useful variables might include:

• Campaign or campaign group
• Date range
• Audience or segment
• Marketing channels

Those variables do more than tweak a few fields. They let you generate a version of the report for each campaign, region, or segment, with every copy automatically populated with that versions unique metrics, insights, and suggested next steps, all from a single template. 

5. Scalability with quality

As your programs grow, so does the number of campaigns, retros, and stakeholder updates. Without automation, quality and consistency start to slip as teams scramble to keep up. Matik helps organizations scale content without sacrificing standards. Zapier used Matik to triple the amount of content they created and cut ongoing maintenance to nearly zero, enabling them to support more teams and use cases without adding more manual work.​

How to Automate Campaign Performance Reports with HubSpot and Matik

Here is a simple way to set this up step by step, following the same pattern as your other Matik workflows.​

1. Build or choose your campaign performance report template‍

Start with a template you already use, whether it is a deck, spreadsheet, or document. 

2. Upload your template into Matik‍

Upload the template to Matik so it becomes a reusable asset your team can standardize on while still personalizing it with variables for each campaign or audience.​

3. Connect Matik to HubSpot‍

Connect Matik to your HubSpot account and point it to the objects, reports, or custom views that hold your campaign data, such as email performance, form submissions, lifecycle stages, influenced deals, and revenue.​

4. Map in the right data‍

Inside Matik, map components of your template to HubSpot data. For example, tag the campaign name and dates, lead volume, MQLs and SQLs, pipeline and revenue influence, channel level performance, and key engagement metrics. Matik will query HubSpot each time you generate or refresh a report so the content always reflects the latest information.​

5. Define variables for personalization‍

Set up variables to tailor reports to specific views or stakeholders. Common examples for campaign performance reports include:

• Campaign name or campaign group
• Date range (for example, last 30 days or this quarter)
• Audience or region
• Marketing channels

These variables let you instantly generate tailored reports for individual campaigns, portfolios, or executive rollups using the same core template.​

6. Generate or refresh the report‍

When you generate the template, Matik will query HubSpot for the relevant metrics, populate all tagged charts, tables, and KPIs, and generate summaries, key takeaways, and talking points, outputting a ready to share file in your preferred format. You can create brand new reports each time or refresh existing ones with updated HubSpot data.​

7. Automate delivery‍

Matik can streamline how campaign performance reports get into people’s hands. You can bulk generate reports for all active campaigns, schedule recurring retros, or trigger creation when a campaign ends, using Matik’s template library and custom save paths to keep everything organized.​

How Automation Changes Campaign Conversations

When campaign performance reports come from the same trusted HubSpot data and Matik template every time, the tone of your conversations shifts. Instead of debating numbers or hunting for the latest deck, teams can move straight into discussing what worked, what did not, and how to improve the next wave of campaigns.​

That shift shows up across the business. Marketing, sales, and revenue leaders can act as strategic partners rather than report builders, walking into meetings with a shared, reliable picture of performance. Executives get clear, on brand views of campaign impact that support faster, more confident decisions. Matik automates the creation of presentations, documents, and reports directly from your data, powered by AI you can trust. Anyone can instantly generate insights, align messaging, and scale best practices for faster data-driven storytelling that sparks action.

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Ready to automate your campaign performance reports? Request a demo today