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We are trying to build an insight for all New Leads. We have it built by Lead Owner, Lead Source, Lead Status, Lead Converted and Lead Count. It will show us the converted numbers, but we want to know how many leads were generated be each owner during the time period, not only converted (qualified) leads. What am I missing to make it work?
Best answer by Michelle from Copper
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Hi
Can you confirm if you’re filtering by Lead Converted on either the Dashboard or the individual Insight?
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Yes, I did have a filter on the insight - thank you for that.
It now does look like we were hoping. Although the drill down interactions aren’t giving the results we expect. On the converted leads (t) it does link to the details as expected. However, when we drill down to the (f) count it says “no data for your filter selection”. I am linking to Lead details (not sure if I created that or it was canned like opp details).
I am sure it is how I have it set up - thank you
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Drill-downs are a little harder to troubleshoot. Do you think you could post a screenshot?
Also, take a look at the settings for that Insight. Open the Dashboard and enter editing mode - you’ll see three dot in the corner of that Leads table. Take a look at the settings under Configuration and Interactions. I’m wondering if you have a second filter set up under Configuration.
By the way my colleague Kevin does a weekly Reports help session on Wednesdays if you prefer to talk live!
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Here are my screen shots -
My configuration first then interactions
Again, what doesn’t make sense is my Lead Record Count for (t) leads displays the records but the (f) count does not, and we are expecting they would.
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