Report on opportunities by Leadsource

Is this possible?

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Comments

6 comments
  • Hi Scott, 

    I'm not sure if this is what you are asking BUT you can include the field "Linked Lead" when creating an organization report and then filter by that field:

    I hope this helps!

  • For example, I would like to report on Won opportunities by a specific lead source. 

  • Hi Scott,

    As long as you have both fields in the report, you can pull a report by opportunities won linked to a specific lead source. Here is a great guide with lots of articles on reports. There is also a video on creating advanced reports if that's an option for you. 

    And this is a VERY limited report setup showing both opportunity status and linked lead:

    I hop this helps! 

  • Sorry I still can't see how you can do that. You can only add linked lead which only gives me a name.

    I want to run an opportunity report to view won opportunities and filter them by the lead source of a lead record?

  • I apologize, you've been saying LEAD SOURCE and I've been reading it as LEAD. I don't have an immediate answer for this. Hopefully someone in the community has a workaround. The only thing I can think of at the moment is when you convert from a Lead to an Opportunity you add the source to the lead name, so Tess Testerson - WEB for example, and when you run the report by lead you'll also have the source. I realize this isn't ideal. 

    There may be an option with Custom Reports but I'm not as familiar with those. If I find something, I'll report back.

  • OK thanks Amanda

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