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
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
Unselect the prevailing source to drill down the breakdown of other sources.
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
Related articles
- Filter Contacts or Custom Object records by Lead Source
- Lead Sources Overview
- Other Lead Sources Analytics:
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article