@kcooper thanks for the reply. There is a lot to digest there so I have a few follow up questions for you.
Using lifecycle stage and lead source description you are finding a list of customers who have attended that trade show in particular. Do you then go in and manually add up the value of those deals with each contact? Or are you somehow get that dollar amount through a report?
I like your second report you reference. It sounds like it could be the perfect solution for us. You could run a report using a view that filtered by the Source deal property. I am not sure our sales staff is willing to check a box in the deal creation step indictating they met them at a particular conference. We are in our first year of having a CRM and there is a lot of push back on the fact that it just feels like lots of data entry.