The Lead Sources by Product template displays the lead sources responsible for the selected product sales. In other words, you choose the product and Graphly will return the lead sources that are most responsible for selling it.
Search for the Lead Sources by Product Template
To begin, click the “+” icon on your dashboard and type “Lead Sources” in the search bar. Then select the “Lead Sources by Product” widget.
For the chart type you can select from either column or bar. I’ll select bar.
By clicking the Show Total Number checkbox, the combined number of sales from the varying products will be displayed in the top right-hand corner of the widget.
Now navigate over to the Options tab. The first thing you’ll want to do is select your product.
Next you have a couple of dates to select. The first date range is for when the lead was created. The second date range is when the Order was created.
Criteria Builder Tab
For ultimate control and customization, use the Criteria Builder to include additional rules and requirements to the report.
Once you have your everything set, click Save Preferences on This Widget.
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- Text Widget Area
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