Lead Source

This donut groups Leads by their source field (utm_source) and counts each, so it shows which channel brings enquiries: Facebook 6, website 4, referrals, trade fairs. It reads nothing from the ledger. The chart is only as good as the data entry; leads created without a source land in an empty slice. Over a year it tells you where to spend marketing money, and read with Won Opportunities it shows which source actually converts rather than just enquires.

Each slice = Count of Lead grouped by utm_source

1. 01Go to CRM; the donut sits under the lead and opportunity cards.
2. 02Hover a slice to read the source and count.
3. 03Use the timespan dropdown to limit it to leads from the last quarter.
4. 04Click a slice to open the Lead list for that source.
5. 05Make Source mandatory on the lead form via Build > Customize Form so the empty slice disappears.

Which channel brings enquiries.

Facebook 6, website 4.