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

[ERejto]

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!?

[SNigam]

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

[karstenkoehler · Accepted solution]

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!