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.
Saturday, September 22, 2018
Create a Lead Count by Lead Source Report
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