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This may be a rookie question but I can't figure out how to report number of closed won opportunities by lead source.

I can see the Leads By Source prebuilt report but it doesn't link to Opportunities.

I can make an Opportunity Report and filter by Lead Source by we have 14 lead sources and I don't want to make and update 14 different reports.

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I feel like I am missing something simple here, but I have Googled, read docs, can't quite figure it out.

I want to see a report that has number of Closed Won Opportunities (and % closed won) by Lead Source.

Something like this.

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  • you might also ask on the Salesforce Success forum - more sysads but basically you do this with a Matrix report on Opportunities
    – cropredy
    Commented Jan 21, 2016 at 0:45

1 Answer 1

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So you can do this with a Standard Opportunities Report. Change it to a matrix report, and group the rows by Lead Source, and the columns by the Won field.

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The you need to create a formula field to capture the % won. See how that formula is set up below

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Then you run the report and you will now see the number of won opps by Lead source as well as the percentage of won

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