How would I create a lead report for "Leads by Industry"

Forum|Forum|11 years ago
April 30, 2014
2 replies
950 views

I have an Industry filter with a selection of target industries for my company. I would like to create a lead report Leads by Industry, that would show the amount of leads I have in each of these Industries. Any thoughts would be appreciated.

Marketo

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Best answer by

Hey Josh,

It sounds like you have RCA. If so, clone the "Leads by Source" report and name it whatever you like. Then, click on the Setup tab. There, you will see "Group Leads by Source". Double click that row and you will be able to switch that to Industry. Then, go to the Smart List tab, add the Industry filter, and reference your target industries. That should do it!

Make sure to look at the time parameter and adjust that as needed.

A

Anonymous

Accepted solution

Hey Josh,

It sounds like you have RCA. If so, clone the "Leads by Source" report and name it whatever you like. Then, click on the Setup tab. There, you will see "Group Leads by Source". Double click that row and you will be able to switch that to Industry. Then, go to the Smart List tab, add the Industry filter, and reference your target industries. That should do it!

Make sure to look at the time parameter and adjust that as needed.

A

Anonymous

Thanks Jeff! That worked perfectly!

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