How to Set Up the Lead Sources By Product Report

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.

Template highlighted in the template library.

Chart Tab

For the chart type you can select from either column or bar. I’ll select bar.

Display Options shown.

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.

Show total number box checked.

Options Tab

Now navigate over to the Options tab. The first thing you’ll want to do is select your product.

Product Options shown after typing Parsey.

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.

Date Ranges for purchase and lead creation defined.

Criteria Builder Tab

For ultimate control and customization, use the Criteria Builder to include additional rules and requirements to the report.

Criteria Builder options shown.

Once you have your everything set, click Save Preferences on This Widget.

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