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. 

Display Tab

Bar Combo is the only display type for this report.

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.

Settings Tab

Navigate over to the Settings tab. Then select the 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.

Display Tab

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

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