This update improves the Lead Source Report so you can quickly see which opportunities make up each number and how much value sits in each status.

What’s new

• Drill down into any number: Click any count under Total Leads, Open, Won, Lost, or Abandoned to view the opportunities behind it.
• Value for every status: The report now shows monetary value for Open, Won, Lost, and Abandoned, not only the total.
• Find leads without a source: The Source filter now supports “Is empty” and “Is not empty”.
• Missing sources are visible: Opportunities without a source now appear as “N/A” instead of being excluded.
• Cleaner table layout: Row height is consistent and columns stay readable on smaller screens.

How it works

1. Add the Lead Source Report widget to your dashboard, or open an existing widget.
2. Each source row shows both the count and the value for every status.
3. Click any count greater than zero to open the list of opportunities included in that number.
4. To review data quality, filter Source by “Is empty” or check the “N/A” row to find opportunities missing a source.

Why it matters

• From numbers to names: You can see the exact opportunities behind a count without leaving the report.
• Know what each channel is worth: Compare value by source across Open, Won, and Lost to understand what drives revenue.
• More reliable attribution: Quickly find and fix opportunities that are missing a source.

What’s next

• Support for using a custom field as the revenue source in the Lead Source Report.

Notes

• Values are shown only to users with permission to view lead value.
• Drill-down is available for any count greater than zero.