Group Your Contacts by Source in Dashboards and Reporting

Jun 18, 2026

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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