In this guide, you will learn how to get data that we used in Q1 Recap for your company.

First, create a table report, either in a new dashboard or an existing one.

Once done, select the date range you want for your report. In the case of Q1 Recap report, we set up date range of “Last 7 Months” - it’s because the report was analyzed in April, and “Last 7 months” date range would allow me to get the data from October (beginning of Q4) until April (beginning of Q2).

Alternatively, set up any date range you want, and you can change it later in the dashboard view once we create the report - to do so, once we finish the report, just select the time range in the top right corner of your screen.

Next, let's add a breakdown by:

Date (1) - this will allow you to see data for a specific period of time. You can change the date grouping to days, weeks, quarters, or months. For the Q1 Recap report, we used quarterly and monthly grouping.

Source (2)- This will allow you to see data for your sources, for example, Facebook, LinkedIn, direct etc. (If you want to get more granular, add 2 more breakdowns: by UTM Source and UTM Medium)

Next, let’s gather in-platform data.

Let’s add 2 columns, one with Ad Spend and one with Clicks (You could also add Impressions if you want)

Next, let’s add MQLs (or Leads, Or what you define as leads at your company - HockeyStack allows for a high level of customization, so the definitions between different companies are not an issue, as you can define “lead” however you’d like).

Next, you need to group it, depending on how you define your MQLs. In this example, I’ve grouped it by companies, meaning that it will show me how many companies became MQLs.