Group Your Contacts by Source in Dashboards and Reporting

Modified on Thu, 18 Jun at 4:00 AM

What's New?

  • You can now group Contacts widgets by Source in your dashboards and reports.

  • Break down contact counts by where they came from — see at a glance which sources bring in the most contacts.

  • The same Source grouping you already use for Opportunities is now available for Contacts too.

How It Works:

  1. Open a dashboard and add or edit a Contacts widget.

  2. In the widget settings, open the Group By dropdown.

  3. Select Source to bucket your contacts by their source.

Why It Matters:

  1. Channel visibility — instantly see which sources are generating the most contacts.

  2. Consistent experience — grouping by Source now works the same way across Contacts and Opportunities, so there's no guesswork switching between modules.

  3. Better lead-source decisions — use the breakdown to focus effort on the channels that perform.




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