In this Salesforce tutorial, we will learn to Create a Revenue by Lead report in Salesforce. We will discuss the process of creating a revenue-by-lead report in both editions of Salesforce i.e. Lightning and Classic.
Revenue by Lead Report in Salesforce
In Salesforce, a report that shows the data of Revenue generated by Leads during sales is termed a Revenue-by-Lead report. This report type is created with customization by taking data from Opportunities so this report is an Opportunity report type. It is easy to track sales performance and revenue with the help of Revenue generated by the Lead Report type.
As a Salesforce System Admin who works for a company that provides business solutions and uses Salesforce as their CRM tool, I was asked to create a report that displays the revenue generated by the leads in the current financial year. So, according to the requirements of the Sales team, I created a Revenue by Leads report.
In the below steps, I will explain the method of creating a Revenue by Leads Report in Salesforce Lightning and Classic editions with the help of examples.
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Create a Revenue by Lead Report in Salesforce Lightning
To create a Revenue by Lead Report in Salesforce Lightning, navigate to the Setup page and follow the steps below.
Step-1: On the Setup page of Salesforce Lightning, click on the App Launcher and search sales, then from the dropdown select the option Sales under the heading Apps.
Step-2: Now we are in the Sales application of the org. here click on the Reports tab.
Step-3: In the reports window, click on the New Report button to create a report for Revenue by Lead.
Step-4: In this step, we have to select the Category for the report, to do that go to the Category section on the left-hand side and choose Opportunites as a category then in the Report Type Name again select Opportunites and click on the Start Report button that is on right side of the window.
Step-5: As we click on the Start Report button, a report table will be created but here we will apply some filters according to the requirement of Revenue by Lead report.
- In the Show Me field select All Opportunites.
- In Close Date select the duration for records to display in the report. For example, I have selected the Close Date as the Current Financial Year.
- In Opportunities Status select the status as Closed Won.
Step-6: After applying filters, click on the Outline tab, and from the Columns section drag Lead Source to the Group Rows section.
In the Columns section remove the columns that are not relevant to the Lead Revenue Report. For example, I have kept columns Opportunity Owner, Account Name, Opportunity Name, Amount and Close Date.
Step-7: In this step, we will add a chart to this report and to do that click on the Chart icon that is on the top of the screen.
Now click on the chart setting icon and select chart format as Funnel. In the Value field select Sum of Amount and then activate the checkboxes Show Values, Show Percentages, and Combine Small Group.
Step-8: Click on the Save & Run button that is on the top of the screen.
Step-9: In this step, enter the fields to save and run this report.
- In the Report Name field, enter the name relevant to the report. In this case, I have entered the Report Name as Revenue By Leads.
- Click on the Report Unique Name and this field will auto-fill according to the report name.
- In the Folder, select Public Reports as a folder to make this field visible to all users.
As we click on the Save button, the report will run in the next window displaying the revenue generated by leads as Total Amount.
In this way, we have created a Revenue by Leads report in Salesforce Lightning.
Create a Revenue by Lead Report in Salesforce Classic
To create a Revenue by Lead Report in Salesforce Classic, navigate to the Home page of Salesforce Classic and follow the steps below.
Step-1: On the Home Page of Salesforce Classic click on the Reports tab.
Step-2: In the Reports and Dashboards click on the New Report button.
Step-3: In this step, select Opportunities as a report type and click on the Create button.
Step-4: As we click on the create button the report table will appear in the next window and here we will apply filters for the report.
- In the Show field, select All Opportunities to view all opportunities.
- In Opportunity Status select Closed Won.
- In the Range field select the time duration for the records to display in the report. In this example, I have selected the range as the Current financial year.
Step-5: To create this report, we need to add a formula field and a group row and for that, we need to change the table format. To change the table format click on the Tabular Format dropdown and select Summary format.
Step-6: In the report table drag the column Lead Source to the region displaying the message Drop a field here to create a grouping to make this column a group row.
Step-7: On the left sidebar under the heading Formulas select the object Add Formula and drag it to the Report table.
Step-8: On adding Add Formula to the report table a new window Custom Summary Formula will appear. Here, enter the Column Name as Revenue, and in the Formula field enter the below formula.
AMOUNT:SUMAt last click on the OK button.
Step-9: Now we can see that a Revenue column is created where we can see the total amount of revenue by leads. For better visualization, we will add a chart to this report and to do that click on the Add Chart button.
Step-10: In the Chart Editor, click on the Chart data tab and select Values as Revenue and Wedges as Lead Source.
After this click on the Formatting tab and activate the checkboxes Show labels, Show Values, Show Wedge %, and Show Total then click on the OK button.
Step-11: To save this report click on the Save button on the upper right side of the screen and fill below fields to save and run the report.
- In the Report Name field, enter the name relevant to the Revenue by Leads report. In this example, I have named the report as Annual Lead Revenue.
- Click on the Report Unique Name and it will auto-fill according to the entered Report Name.
- Select Report Folder as Unfiled Public Reports to make this report visible to all users.
- After making the above changes, click on Save and Run Report.
Now report will run in the next window where we can see all the records of the Revenue with leads reports showing the total revenue generated by leads with an embedded report chart.
Now we have successfully created a Revenue by Leads report in Salesforce Classic with the help of the steps above.
Conclusion
In this Salesforce tutorial, we have learned about creating a Revenue by Leads Report in Salesforce Lighting and Salesforce Classic, and for better visualization we also added the chart to the report. Along with this, we came to know what exactly this Revenue by Lead report is in Salesforce and when it is needed to create this report.
You may like to read:
- How to Create an Average Deal Report in Salesforce
- How to create a report for weekly created opportunities in Salesforce
- How to Create a Lead Conversion Report in Salesforce
I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.
