Total value of new opportunities by lead source (custom)

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To build this in Salesflare, report on "Opportunities" (1), apply the dashboard filter to "Creation Date" (2), choose a "Column Chart" to represent it (3), visualize by "Opportunity Creation Date" (x-axis) (4), and measure by "Sum" (5) of "Opportunity Value" (y-axis) (6).


With numbered arrows (linked to the text above) on it, for your convenience
Top Lead Sources (Built-in, Optional)

Now that you know how many leads you're bringing in and how much total value they represent, the question remains: which lead generation tactics are bringing you the most leads?

This is why you need to track the “lead source” of each cambodia cell phone number list new opportunity. This will help you know what is generating the most leads, allowing you to continue working on what is working or explore new ways to generate leads.

Since most people don't track lead sources and we like to keep things clean in Salesflare, we've made this an option that's off by default but fully integrated, so you can enable the field in Settings > Customize Fields > Opportunity > Predefined Fields whenever you're ready ( more on that here ).

The above report will then automatically display in your integrated “Revenue” dashboard.


Why so many colors? We have also segmented the total value by country
This report is a combination of the previous two: it measures the total value of new opportunities, but this time by lead source (and segmented by country).

You can build it in Salesflare as follows: report on "opportunities", apply the dashboard filter to "created date", choose a "column chart" to represent it, visualize by "opportunity source" (x-axis), and measure by "sum" of "opportunity value" (y-axis).

We've also segmented it by "account country" so we can check how each country is represented (you can hover over the bars in Salesflare to get more information about these segments and their sizes).


2. Sales forecast dashboard
Once we know how many leads are being generated and how, we can look a little further down our pipeline and start tracking how much revenue it should be producing by creating a sales forecast .