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.