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Opportunities by Lead Source Dashboard Card

This card is located in Opportunity Dashboard and My Dashboards.

This card allows for multiple copies.

  • Examples:
    • I'm a manager and I would like to see one card for each of my team members.
    • I want to add cards for both this year and last year to compare.
Note: If the original lead did not have a lead source, then the opportunity does not display in this card.

The Opportunities by Lead Source card shows you all of the opportunities that were generated when a lead was converted to a contact, broken down by lead source, with their combined deal value and weighted deal value.

The Graph View shows you a pie chart of the combined Deal Value or Weighted Deal Value per source.

Clicking on the gear icon allows you to filter this card based on My Opportunities, All Opportunities, Department, User, Date Added, Expected Close Date, Effective Date, Status, Is Open, Lead Source, Client Company, Category or Business Sector.

Related

For more information on the Dashboards: Understanding Dashboard Cards

Check out the other dashboard cards available for Opportunities: