topic Create a report of monthly deals created by deal source - help needed in Dashboards & Reporting

Create a report of monthly deals created by deal source - help needed

ERejto — Tue, 27 Dec 2022 20:28:31 GMT

I am trying to create a report of monthly deals created by the deal source.

I'm struggling for some reason. It should be identical to this char that is monthly MQLS per month, by lead source.

Can anyone help!?

Re: Create a report of monthly deals created by deal source - help needed

karstenkoehler — Wed, 28 Dec 2022 05:29:33 GMT

Hi @ERejto,

Happy to help here!

Navigate to Menu > Reports > Reports > Create custom report > Single object > Deals.

Under Data / Properties, click Add Deal Property to add Original source type and Create date.

Under Filters, set Create date to This year so far.

Under Visualization, drag and drop Count of deals, Create date and Original source type into the Displaying area. Select a vertical bar chart visualization. Use the Frequency drop down in the top right corner to change the visualization to Monthly and the Display options to select Stacked.

Voilà, that should be it.

Let me know if you have any follow-up questions!

Re: Create a report of monthly deals created by deal source - help needed

SNigam — Thu, 29 Dec 2022 10:56:46 GMT

In my case, Original source not helped me to get the completely reliable report. But yes it shows almost 95% correct results.