AnalyticsintermediatePro

Create a campaign post-mortem dashboard and lessons report

Turn campaign results, channel data, creative notes, and sales feedback into a clear post-mortem that captures what worked, what failed, and what to do next.

What you will have

A campaign post-mortem dashboard, lessons report, and next-campaign recommendation brief your team can reuse after every major campaign.

Setup time

3-5 hours

Time saved

5-8 hours per campaign post-mortem

Estimated cost

$50 to $300 per month

Tools used

7 tools

Why this works

Most campaign reviews either celebrate surface metrics or disappear into messy spreadsheets. This workflow creates a repeatable post-mortem system that connects goals, channel data, funnel movement, creative performance, and sales feedback. The result is a clear learning loop instead of a one-off report.

Step-by-step workflow

Preview the workflow

The first 2 steps are open. Pro unlocks the remaining steps, copy-paste prompts, pro tips, tool-by-tool setup guidance, and implementation details.

Reconstruct the campaign goal and plan

30 min

Before pulling data, document what the campaign was supposed to achieve. Capture target audience, offer, channels, budget, expected outcomes, campaign dates, funnel stage, and success metrics. Most post-mortems fail because teams judge campaigns against vague expectations after the fact.

Output

A campaign context brief with goals, assumptions, and success criteria.

AirtableGoogle Sheets

Pro tip

Add a field called 'original bet.' This forces the team to name the strategic assumption the campaign was testing.

Pull channel and funnel data

1-2 hours

Export traffic and conversion data from GA4, lead and lifecycle data from HubSpot, and any channel-specific campaign metrics. Stage the data in Google Sheets with consistent dates, UTM parameters, campaign names, spend, clicks, conversions, MQLs, SQLs, opportunities, and revenue where available.

Output

A cleaned campaign performance dataset across traffic, leads, pipeline, and revenue.

Google Analytics 4HubSpotGoogle Sheets

Pro tip

Do not skip UTM cleanup. A messy campaign naming system can make a successful campaign look fragmented or invisible.

Pro workflow preview

Previewing 2 of 7 steps

Pro membership

Unlock the full workflow

Get the remaining 5 steps, copy-paste prompts, pro tips, tool-by-tool setup guidance, and weekly new workflows.

$9/month

Build a simple post-mortem dashboard

Add qualitative feedback from sales and campaign owners

Generate the post-mortem analysis

Create the lessons report and action tracker

Store lessons for future campaign planning

See Pro plan

3Build a simple post-mortem dashboard

Locked

4Add qualitative feedback from sales and campaign owners

Locked

5Generate the post-mortem analysis

Locked

6Create the lessons report and action tracker

Locked

7Store lessons for future campaign planning

Locked

Expected results

Post-mortem time

2-4 hours

A repeatable dashboard and prompt structure reduce the manual work of pulling data, synthesizing notes, and writing the report.

Decision clarity

3-7 next actions

Most campaigns produce a short list of actionable changes when performance data and qualitative feedback are reviewed together.

Reusable learning

1 lessons library

Storing conclusions by campaign type prevents each campaign review from becoming a disconnected one-off document.

Reporting quality

Dashboard plus narrative

Combining a visual dashboard with a written lessons report helps both executives and operators act on the findings.

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