Reports

[OAskarov]

Hello Community,

I'm trying to create a report for a customer to show the following:

# of sessions

# of leads generated with a specific lead type

# of closed won deals

The count of leads and the closed won deals obviously should be associated with each other, as I want to measure the number of closed won deals that are from that same lead type.
However, it should not effect the session parameter.

Does anyone have an idea how I can filter this?

Thank you very much,

I added a screenshot of the custom report I'm trying to generate. 

[PamCotton]

Hello @OAskarov, thank you for posting in our Community!

Since you don't want sessions to be affected, ensure that your report filters only apply to leads and closed won deals. Sessions should remain unaffected by these filters. Ensure that the count of closed won deals is associated with the filtered leads based on the lead type. You can achieve this by setting up your report to count closed won deals that are related to the filtered leads.

I want to invite our top experts @trevordjones, @Jigar_Thakker, and @Lucila-Andimol any recommendations for @OAskarov?

Thank you,

Pam

[trevordjones · Accepted solution]

Hi @OAskarov and thanks for the tag @PamCotton ,

If I'm not mistaken, your report is pulling number of sessions from the contact record, so any filters you apply to contacts will apply to sessions as well.  Hence, there really must be a relationship between "leads" and sessions using the custom report builder.  Moreover, a contact must exist for the sessions to be counted at all, and even without filters sessions on this report will never equal total sessions from your analytics report.

I would recommend using a separate traffic analytics report to count your sessions and then a filtered report of contacts and deals to show the rest.  You can display them side-by-side on a dashboard to get a similar result.