Source channel field in the Deal Conversion Report

Aleksandra Igolkina
Aleksandra Igolkina Member Posts: 4 VERIFIED MEMBER
Name Dropper First Comment
edited October 2024 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: 204 PIPEDRIVE TEAM
    25 Answers 100 Comments 25 Likes Second Anniversary

    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: