Dashboard Card Example #3: Leads by Source

What this card is for: To understand which lead sources are successful and which sources should be reviewed.

Click the images below to enlarge them.

Leads by Source

  1. Select the Donut Graph.
  2. Categories > Lead Source. Drag Lead Source to Donut Slice Names.
    Opps_by_state_8.gif
  3. Values > Record ID. Drag Record ID to Pie Values.
  4. Rename the Series Label to "Number of Leads". In the Aggregation dropdown, select Count. Click Apply.
    Opps_by_state_9.gif
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