Tracking Lead Source via Reports

Dan Kern
Dan Kern Posts: 1
edited July 27 in Sales CRM #1

Hello, 

I am fairly new to PipeDrive. I would like to be able to track lead source via a standard report. Can someone help me? I am a smb owner and don't have resources to build these for me... 

Thanks!  

Comments

  • Victor Vuillier
    Victor Vuillier Posts: 47
    edited June 26 #2

    I've been told by a Pipedrive account manager that you need to have a field on your deals showing where the lead is coming from and then you are able to run report with that customized field, if you have a pro plan.

    I have not been able to make it work unfortunately.

  • Victoria Henry
    Victoria Henry Posts: 2
    edited February 25 #3

    I am also trying to do this. There doesn't seem to be a way to add a report or dashboard element that reports on 'lead source'. Can anyone help here please? Would be great to see how many new leads have come in each month, from which lead source and what the lead status is. Any help appreciated please.

  • Victor Vuillier
    Victor Vuillier Posts: 47
    edited March 2021 #4

    I am also trying to do this. There doesn't seem to be a way to add a report or dashboard element that reports on 'lead source'. Can anyone help here please? Would be great to see how many new leads have come in each month, from which lead source and what the lead status is. Any help appreciated please.

    I have tried the free version of hubspot and that is included natively (lead source and many more options), so we're looking at switching to hubspot as we have too many issues with pipedrive and improvements are slower than our growth. Plus, the price of hubspot is lower than pipedrive (considering the fact that to have pipedrive functionning like a normal CRM we have to connect it to many other paying tools)

  • Claudio Fernandes
    Claudio Fernandes Ex-Pipedrivers Posts: 2
    Pipedrive Employee
    edited March 2021 #5

    Hi Dan,

    Depending on how you feed your lead source data to Pipedrive there are several ways to go about achieving this.
    The simple way is to build a custom field for leads/deals that you use to add the information of the Lead Source, as in the example bellow,
    https://sharing.pipedrive.com/62Esar

    On this article you can check how Custom Fields work and how you can build them,
    https://support.pipedrive.com/en/article/custom-fields

    Then is just a matter of setting up the report, for which you can use Insights, to get reports as the example bellow,
    https://sharing.pipedrive.com/yMg7NH

    On this article you can check how Insights work and how you can set them up,
    https://support.pipedrive.com/en/article/insights-feature

    Further more you can reach out to support to help you along the way,
    https://support.pipedrive.com/en/article/contacting-pipedrive-support

    Best regards