Purpose: Lead Sources can also be viewed by Source. Easily create a donut, a bar chart, or a trend graph to see what sources leads have come from, and which source generated the most leads

TABLE OF CONTENTS

• Add Leads Added by Source Dashlet
• Reading the Leads Added by Source Dashlet

Add Leads Added by Source Dashlet

1. Navigate to Dashboard tab in your Toolbar

2. Click Add Dashlet

3. Select Marketing

4. Select Leads Added by Source

Tip: Create a separate Dashboard to track all Lead Source insights in one place. Learn how to Add a Dashboard here

5. Select Objects: choose the objects that you track leads on. For example, Contacts and Sales Pipeline deals

6. Select types of lead sources 

Note: Leave blank, if you would like to select all

7. Select Value to Display - by the number of lead records or value

Note: The value option is only available on the objects where records have an assigned value (e.g. Sales pipeline)

8. Apply Dashlet filters (Optional)

Note: Dashlet filters can be only applied if one object is selected

9. Select a donut, a bar, or a trend graph display option

10. Name Your Dashlet (optional)

11. Click Add

Reading the Leads Added by Source Dashlet

1. Donut chart

Use a donut chart for visualizing how each lead source contributed to the total number of leads

Hint: On the donut and trend graphs, click on the lead source name to add or remove them from the dashlet data

2. Bar chart

Use a bar chart to view lead sources as categories against the # of records

3. Trend chart

Use the trend chart to view lead sources breakdown at a specific time, not cumulative. Identify increases & decreases in new leads generated by different sources

Hint: Apply the Calendar filter to select a specific time window

Related articles

• Filter Contacts or Custom Object records by Lead Source
• Lead Sources Overview
• Other Lead Sources Analytics: 
  • Dashlets: Leads Added
  • Dashlets: Lead Sources Breakdown Over Time