We’ve made it easier to understand your leads and their value. You can now click on any number under Total leads, Open, Won, Lost, or Abandoned to see the detailed opportunities. Plus, you can view the monetary value for each status, not just the totals.
What’s New:
Click any count to view detailed opportunities.
Monetary values now shown for Open, Won, Lost, and Abandoned leads.
Filter by “Is empty” to find leads without a source.
Opportunities without a source are marked as “N/A”.
Improved table layout for better readability on smaller screens.
Why it matters:
This update helps you quickly identify the specific leads behind any number, saving you time and effort. By knowing the value of each channel, you can make more informed decisions about where to focus your efforts. Plus, spotting opportunities without a source ensures your reports remain accurate.
How it works:
Add the Lead Source Report widget to your dashboard. Each row now displays both the count and value for every status. Click on any count greater than zero to see the opportunities. Use the “Is empty” filter to identify opportunities missing a source.