Saturday, September 22, 2018

Create a Lead Count by Lead Source Report

To count the actual number of lead source, create a new report and use Customer Count as the Metric. To create the custom report, perform the following steps:

     1. Navigate to Reports > New Reports.

     2. Select Customer Count.

     3. In the New Customer Count Report page, set the following:

          a. Enter a Report Title
          b. Metric = Total
          c. Format = Summary
          d. Component = Lead Source
          e. Field = Lead Source Name (Grouped)

     4. Click Save.

Note: Create a Report Snapshot and add to the Dashboard. For steps, check Help Guide Topic: Creating Custom Report Snapshots.

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