Purpose: Lead Sources Breakdown Over Time dashlet shows a total aggregate of lead sources, as a trend. It  provides you with useful insights on how your marketing campaign is progressing and how many leads are added by each source

TABLE OF CONTENTS

• Add Lead Sources Breakdown Over Time Dashlet
• Reading the Lead Sources Breakdown Over Time Dashlet

Add Lead Sources Breakdown Over Time Dashlet

1. Navigate to Dashboard tab in your Toolbar

2. Click Add Dashlet

3. Select Marketing

4. Select Lead Sources Breakdown Over Time

Tip: Create a separate Dashboard to track all Lead Source insights in one place. Learn how to Add a Dashboard here

5. Select Objects: choose the objects that you track leads on. For example, Contacts and Sales Pipeline deals

6. Select types of lead sources 

Note: Leave blank, if you would like to select all

7. Optional: Apply Dashlet filters

Note: Dashlet filters can be only applied if one object is selected

8. Select trend format

9. Choose frequency (daily/weekly/monthly)

10. Name your dashlet (optional)

11. Click Add

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Reading the Lead Sources Breakdown Over Time Dashlet

The chart shows cumulative data of all leads added by each source over time. This data can be used to analyze which marketing and sales initiatives work best and identify trends. 

Hint: Apply the Calendar filter to select a specific time window. Highlight an area of the chart to zoom in and drill down into the specific time period data

Related articles

• Filter Contacts or Custom Object records by Lead Source
• Lead Sources Overview
• Other Lead Sources Analytics: 
  • Dashlets: Leads Added
  • Dashlets: Leads Added by Source