Opportunities by Lead Source

The Opportunities by Lead Source widget displays the breakdown of opportunities by lead sources in the form of a pie chart.

Note

For how to add widgets to the dashboard and manage them, see the relevant topics:

• Add Widgets to the Dashboard

• Manage Widgets on the Dashboard

Opportunities by Lead Source Widget Configuration

You can adjust the following settings for the opportunities by lead source widget:

• Widget title — the name displayed on the dashboard. To change the name, clear the Use Default checkbox and provide a new name.

• Business unit — select the business unit to present statistics for.

• Role — select the user’s role (e.g., a sales manager, an administrator, a leads development rep, etc.) to see statistics for.

• Owner — select the owner for the widget to see statistics for a particular user.

• Date Range — the time for which the widget details are displayed.

• Excluded sources — select what opportunity status the widget should not display (e.g., Closed Won).

• Display data — choose which data to display on the chart. The count shows the number of opportunities in a particular status, and amount displays their total budget.