Lead source report
complete
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gandalf magic
It would be great if I can see on a dashboard under Lead Source Report how many leads came throug a specific channel such as Facebook, Google ads, SEO, GMB etc... and to see how many of them are lost/won/open/
HIGHLVL-I-3628
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Sales & Marketing
complete
A
Alex Wonnell
Sales & Marketing Great work team! I'm curious about what the status is on adding more data customizations and filters to the Lead Source Report Dashboard widget?
Would love to see a Revenue Column, an option to add a Total Aggregate line item at the bottom, a Search bar to search by Lead Source (which pulls from Opportunity Source as far as I understand, and other basic functionalities from the Smart List filtering options. Thank you so much!!
See Loom here for explanation: https://www.loom.com/share/7b5a70a6993c43bfa608594932933d52?sid=59b0d739-05fb-4df7-86fd-32fbae2ac57f
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Sales & Marketing
upcoming
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Peter Mazzella
are there any google ad workflow triggers? That'd be coolio :)
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Nicholas Davaine
Also, just the ability to search in a pipeline by lead source also!!
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Alex Wonnell
Nicholas Davaine Yes, that would be huge!!
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Benjamin Roseau
Needed asap 😇
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Peter B Butler
Just checking in on this, getting REALLY vital now, lots of grumpy clients
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Miguel Rojas
When?
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YannickB OÜ
😱 I'm surprised to see that it's not native! Everyone, let's get in touch and share here your workaround solutions and/or code and/or tools because it's ESSENTIAL to know where the business comes from! Let’s help each other. yannick at proinfluent dot com
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Yusuf Young
YannickB OÜ One workaround is to use the built in attribution tracking features. You could for example create an automation and populate "Lead Source" with automations (use custom values in the opportunity action to get the first touch or last touch attributions).
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Roslyn Drotar-Cassidy
A great way to track hard ROI on each marketing "spend" strategy!
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Alex Wonnell
I agree! It'd be nice to filter opportunities by custom opportunity fields, like Lead Source Type. Additionally, when editing a custom opportunity field, it preselects "Contact" as the group, and doesn't let you select "Opportunity".
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