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:
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 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.
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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:
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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