The closed deals report by lead source will show you which of your marketing is most effective at producing closed deals in a certain timeframe and the commission generated as recorded in the deals feature. 

Finding the Report

To view the report, go to Reporting > Lead Sources > Show me which lead source has the most closed deals.

Filters

• Export Report: Export the appointments report
• Users: Select the desired users
• Web Leads/Manual Leads/All Leads: Select the desired type of leads
• Time Frame: Select the desired time frame

Customize Columns

Customize the report by clicking the + Add Columns box to add or remove columns from the report.

Viewing the Report 

The report data is displayed below the graph. The columns chosen will appear to the right of the lead source name with the data for the selected user, leads, and time frame. 

How does the graph determine what to display?

The graph shows a comparison of two values within a monthly timeframe.