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Marketing: Deals by Source

Giedre -


NOTE: Deals by Source report is available for Enterprise Plan users only


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Where to find Deals by source report?

Navigate to Insights module > Marketing > Deals by Source


How can I use Deals by Source report?

By analyzing the data generated in Deals by Source report you will have a clear view of sources where the most of your deals are coming from. To add more you can see separated won deals by source report and lost deals by source report. Also you can filter these reports by the date range and a tag and sort them by value of deals or number of deals.




On the bottom part of the report there is the list of particular deal's opportunities and most relevant information related to a deal: amount, owner, date created/won/lost and the source.

By clicking on the deal's opportunity's title you will be navigated to the deal's card.





PRO TIP: In order for this report to be calculated correctly- enter the source to every lead's card! Also this report will facilitate the decision making process while assigning the points for effective lead scoring!

 For more information on how to create and add a lead source- see the article: What are a Lead source?




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