Group Your Contacts by Source in Dashboards and Reporting

• You can now group Contacts widgets by

  Source

  in your dashboards and reports.

• Break down contact counts by their origin — quickly see which sources generate the most contacts.
• The same Source grouping you use for Opportunities is now available for Contacts as well.

How to Use:

1. Open a dashboard and add or edit a Contacts widget.
2. In the widget settings, access the ‘Group By’ dropdown menu.
3. Select ‘Source’ to categorise your contacts based on their source.

Benefits:

1. Channel visibility — instantly identify which sources are generating the most contacts.
2. Consistent experience — grouping by Source operates the same in both Contacts and Opportunities, eliminating guesswork.
3. Improved lead-source decisions — use the breakdown to concentrate efforts on high-performing channels.