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· Improvement

Lead Source Report Adds Status Values and Drill-Down

The Lead Source Report now lets you inspect opportunities behind counts, compare values by status, and find opportunities without a source.

S
SMBcrm Team · October 6, 2026

The Lead Source Report now shows opportunity counts and values by source for Open, Won, Lost, and Abandoned statuses. You can click any count greater than zero, including Total leads, to see the opportunities behind it.

To find opportunities without a source, use the Source filter’s “Is empty” option or review the “N/A” row. The filter also supports “Is not empty.” Report rows now have a consistent height, and columns remain readable on smaller screens.

Add the Lead Source Report widget to a dashboard, or open an existing one, to use these changes. Values are visible only to users with permission to view lead value.

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Release Images

Lead source report showing lead totals, opportunity statuses, and win percentages


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