How to Set Up the Top Performing Lead Sources Report

The Top Performing Leadsources template displays which lead sources are generating the most new contacts in your system.

Search for the Top Performing Lead Sources Template

To begin, click the “+” icon on the Dashboard and type “lead source” into the search bar. Then select the Top Performing Lead Sources template.

Top Performing Lead Sources template highlighted in the template library.

Chart Tab

There are four chart types; which are Line, Area, Column, and Bar. I’ll use Line.

Line display Type selected.

If you check this box, the data will be stacked.

Arrow pointing to stacked checkbox.

Checking this box will display the combined number of new contacts created from the leading lead sources in the top right corner.

Show Total Number box checked.

Options Tab

Navigate to the Options tab and choose the dates you want to see data for as well as how many sources you want to see.

Leads created in the previous month, displayed in weeks.

Criteria Builder Tab

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

Use the Criteria Builder tab to filter the report further.

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

Relevant Articles

Create Your Free Graphly Dashboard

You don’t need to struggle to find the data you need from your Keap or Keap application.  Create a free visual dashboard using the Graphly Lite plan. Using Graphly Lite, you get 1 user, 2 dashboards, and access to our 10 most widely used report templates. These templates include: 

  • Tags Applied 
  • Tags Applied Goal
  • Leads
  • Gross Revenue
  • Appt | Note | Task Summary
  • Email List Health
  • Refunds
  • Campaign Email Stats
  • Text Widget Area 

If you don’t already have a Graphly account, click here to get a Graphly Lite account so you can start making more informed decisions and grow your business.

Tags: ,

Was this helpful?