How to view your Deal sources report

Want to know where your deals are coming from? The Deal Sources report breaks this down exactly.  You can filter this report by date range, team member, tag, or stage. 

In the Deal Sources report, you can see the team's source distribution across various sources and stages. In this particular screenshot below, you’ll see that most Deals don’t have a listed Source - this could be part of a training discussion with your team to make sure you’re capturing this data field so that you can evaluate where to put your Leads/Deals generation focus.


Deal_Sources.png