Sales Hub Onboarding

abhishekn
Member

The creation of a dashboard in order to be able to track the source of leads

SOLVE

I want to create a dashboard just to track the lead and its source. How do i do that? Can anyone help me in this?

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

The creation of a dashboard in order to be able to track the source of leads

SOLVE

Hi @abhishekn,

 

There are default reports for this. Navigate to Menu > Reports > Reports > Create report and use the search bar to search for the following reports:

  • Contact created totals by source
  • Contact totals by source with lifecycle stage breakdown
  • Contacts created by interaction source
  • Contacts created by interaction source with traffic source breakdown

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

The creation of a dashboard in order to be able to track the source of leads

SOLVE

Hi @abhishekn,

 

There are default reports for this. Navigate to Menu > Reports > Reports > Create report and use the search bar to search for the following reports:

  • Contact created totals by source
  • Contact totals by source with lifecycle stage breakdown
  • Contacts created by interaction source
  • Contacts created by interaction source with traffic source breakdown

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.