Overview

You can now group Contacts widgets by Source in your dashboards and reports. This lets you see how many contacts come from each source, and it matches the same Source grouping already available for Opportunities.

How to use it

1. Open a dashboard and add or edit a Contacts widget.
2. In the widget settings, open the Group By dropdown.
3. Select Source to group contacts by their source.

Why this helps

• See which sources generate the most contacts.
• Use the same grouping approach across Contacts and Opportunities.
• Make better decisions about which channels to focus on.