I disagree, actually. Now, I know nothing about game development, so this is speculation and educated guessing, but here goes.
The devs have more stats than we can conceive of. They can run countless simulations and have data to who owns which troops, who has done which achievements, and I would guess even how many gems have been matched. Their primary concern (as we can all very clearly see) is making money. It would be ineffective to gather all income and only look at the final number. They want to know what exactly is making them money and what isn’t so that they can make tweaks to make more money.
We saw this with the shop a few updates ago. It was apparently not making them enough money, so they updated and tweaked it. It would be naive at this point to assume they did it out of goodwill and wanting to make things more fair for the players. We also saw an example of this more recently with the ad reward revamp. Again, they’re not doing this out of the kindness of their hearts, not when it comes to monetized content. They’re looking at how many ads people are watching, seeing it’s not earning them enough money, and thus upping the incentive.
You bet they have access to how much they’re making from Campaign passes versus each individual shop offer versus ad clicks. It would be ineffective and unprofitable to do otherwise.
In regards to players ending all spending, I believe this would send the wrong message. One data point devs obviously don’t have access to is WHY people stop spending. Sure, we can complain on the forums, and maybe Salty brings that up to the team in some form, but there has been so much complaining about so many different things for so many years here that I doubt they’re all that interested in players’ threats to stop spending. So what they see, from looking at their monetized content data, is an overall lack of funds. Again, I think it would be naive to state that an overall lack of funds would cause devs to realize they should improve QoL and fix longstanding bugs and issues in the game. We’ve seen it over and over again - they’ll just change their deals and offer more things to buy.
The refusal to spend on specific parts of the game, however, does send a clear message, precisely because they have access to the data of each spending point. Going back to the ad change again - they look at their data and if it’s not high enough, they modify it to make the incentive higher. If Campaign money dropped, for example, they would likely modify the pass rewards, just like they did for the shop a while back.