Gross Lead Source Analysis Summary Report
The Gross Lead Source Analysis Summary report shows the number of leads, campaign events, prospects, and customers entered during the time period set for each lead source.
The leads included in this report are records that were originally entered as leads during the time period selected. This report also includes leads that at one time had a lead source that was not set to be included in reports.
A lead source is also attached to a customer if:
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a lead source is manually selected on the record
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a record is created when the customer fills out an online customer form and selects a lead source
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there are parameters in the online customer form link
If you use the Marketing Automation feature, the lead source list contains created campaigns. The Gross Lead Source Analysis Summary report then lists the campaigns you have available, and the number of leads, prospects, or customers generated by each campaign.
If you do not use Marketing Automation, you can create a new lead source at Setup > Sales > Setup Tasks > CRM Lists > New.
To view the Gross Lead Source Analysis Summary report:
Go to Reports > Marketing > Gross Lead Source Analysis.
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This report does not support reporting by period even when the Report by Period preference is set to All Reports. You can set the Report by Period preference at Home > Set Preferences > the Analytics subtab.