Source channel field in the Deal Conversion Report

Aleksandra Igolkina
Aleksandra Igolkina Member Posts: 4 VERIFIED MEMBER
Name Dropper First Comment
edited October 2 in Sales CRM #1

I was so happy when Source channel field finally appeared in Pipedrive. But I've discovered that nothing is displayed when i select the Source channel field making a Deal Conversion report.

that is weird...I can see how many Leads were converted into Deals but then I can't see how many of them were Won. Means I still have no clue what Source channel works best.

Answers

  • Tony Xavier
    Tony Xavier Pipedrive Team Posts: 115 PIPEDRIVE TEAM
    100 Comments 5 Answers Second Anniversary 5 Likes

    Hello Aleksandra,

    If your goal is to find the number of won deals based on the deal source channel, it is recommended to use a Deal Performance report with the Souce Channel option selected in the view by option. This will show a breakdown of all deals in your Pipedrive account based on their source channel value. I can share an example here, and hopefully, this helps: