improved
Reporting
Dashboard
Group Your Contacts by Source in Dashboards and Reporting
What's New?
- You can now group Contacts widgets by Sourcein your dashboards and reports.
- Break down contact counts by where they came from — see at a glance which sources bring in the most contacts.
- The same Source grouping you already use for Opportunities is now available for Contacts too.
How It Works:
- Open a dashboard and add or edit a Contacts widget.
- In the widget settings, open the Group By dropdown.
- Select Source to bucket your contacts by their source.
Why It Matters:
- Channel visibility — instantly see which sources are generating the most contacts.
- Consistent experience — grouping by Source now works the same way across Contacts and Opportunities, so there's no guesswork switching between modules.
- Better lead-source decisions — use the breakdown to focus effort on the channels that perform.
