How to Set Up the Lead Sources By Tag Report

This report template returns the lead sources responsible for applying the selected tags of your choice.

Lead Sources By Tag Setup

To begin, click the “+” icon on your Graphly Dashboard and type “Lead Source” into the search bar. Then select the “Lead Sources By Tag” template.

Type lead source into the search bar and select the Lead Sources By Tag widget

Under the Chart tab you will see that there are two chart types, column and bar. Pick either one according to your preference.

choose the chart type, either column or bar

Checking the “Show Total Number” box will display the total number of tags applied to contacts in the top-right hand corner of the chart.

Check the Show Total Number box to show the total number of tags applied to contacts in the top right of the chart

After finishing in the Chart section, click on the Options tag and select the tag that you’d like to base the report on.

Click on the Options tab and choose the tag that your Lead Sources are applying

Now select your date ranges that you want to collect the data from.

Select the date range you wish to use

Criteria Builder

For ultimate control and customization, use the “Criteria Builder” to include additional rules and requirements for the report. This way you can filter out results based on any field in the contact record.

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

Now that you’ve set up this report, go ahead and check out how you can clean up your lead source data below. If you like our reports, help us out by giving us a good review on the Infusionsoft store!

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