How to Configure the Products By Lead Source Report

This template displays the net product sales from a selected lead source. In other words, you choose the lead source and Graphly will return the products that lead source is responsible for selling. 

Setting Up the Products By Lead Source Report

To begin, click the “+‘ icon on your Dashboard and type “Products” into the search box. Then select the “Products By Lead Source” Widget.

To begin, click the "+' icon on your Dashboard and type "Products" into the search box. Then select the "Products By Lead Source" Widget.

There is only one “Option” for this chart type and it’s Bar Combo.

There is only one "Option" for this chart type and it's Bar Combo.

By clicking the checkbox “Show Total Number“, the combined revenue for all products sold with that particular source will be displayed in the top right-hand corner of the graph.

By clicking the checkbox "Show Total Number", the combined revenue for all products sold with that particular lead source will be displayed in the top right-hand corner of the graph.

Navigate over to the “Option” tab. Then select the source you want to track.

Navigate over to the "Option" tab. Then select the lead source you want to track.

Next, you have a couple of Date Ranges to select. The first is when the lead was created, the second is when the order was created.

Next, you have a couple of Date Ranges to select. The first is when the lead was created, the second is when the order was created.

Criteria Builder

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

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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