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Lead source leaderboard
See total leads and the win/loss split per lead source at a glance, drill into any source for a full opportunity list, keep attribution clean by setting the lead source field on every new opportunity, and exclude internal or non-lead workflows from the board entirely.
The lead source leaderboard gives you a ranked view of where your opportunities are actually coming from � how many came in through each channel, how many converted, and where the open ones currently sit in your pipeline. It is one of the fastest ways to see which acquisition channels are working and which are not.
Open the page at https://app.trustpager.com/growth/lead-sources.
The KPI strip
Four tiles run across the top of the page and summarise your whole workspace at a glance:
- Active sources � the number of distinct lead sources that have at least one opportunity attributed to them.
- Total leads � the total opportunity count across all sources.
- Won � how many of those opportunities have been marked Won.
- Conversion rate � Won divided by Total, as a percentage.
What each source card shows
Below the KPI strip, each lead source gets its own card. The cards are sorted by total lead volume so your highest-traffic sources sit at the top. Each card displays:
- Total leads � the headline number for that source.
- Conversion bar � a visual bar labelled with the Won count and conversion rate (e.g. "12 Won � 48%").
- Won / Lost / Open pills � exact counts for each outcome so you can see the full split without doing any arithmetic.
- Stage chips � for open opportunities, a compact breakdown of which pipeline stages they currently sit in.
- Last lead � the date the most recent opportunity with that source was created, so you can spot channels that have gone quiet.
Drilling into a source
Click any source card to open the full opportunity list for that source. The URL uses the source name as its identifier � for example, a source called "Google Ads" opens at https://app.trustpager.com/growth/lead-sources/Google%20Ads. Other examples: https://app.trustpager.com/growth/lead-sources/Website%20Form, https://app.trustpager.com/growth/lead-sources/Referral, https://app.trustpager.com/growth/lead-sources/Trade%20Show.
The drill page shows the same hero stats for that source alone (total leads, Won, conversion rate), an open-stage breakdown, and a full table of every opportunity attributed to that source � name, company, current stage, assigned user, and last activity date.
Where the lead source field comes from
The lead source field is set on each opportunity individually � either when creating the opportunity or by editing the field on the opportunity detail page. The list of available source options is configured by your workspace admin at https://app.trustpager.com/settings/crm under the Lead Sources section. Add, rename, or remove sources there � changes take effect immediately for new and existing opportunities.
Tip: Opportunities created without a lead source set will group under an (unattributed) card at the bottom of the leaderboard. For the conversion numbers to mean something, it helps to set the lead source field on every new opportunity � even a broad category like "Inbound" is more useful than leaving it blank.
Excluding a workflow from lead reporting
Not every workflow in TrustPager is a lead-generation workflow. You might use a workflow to manage a supplier network, a referral-partner directory, an internal ops queue, or vendor relationships � all of which benefit from pipeline stages, automations, and contact history, but whose opportunities have nothing to do with lead attribution. Leaving those workflows included in the Lead Sources board skews every metric on it.
To exclude a workflow, open its settings page at https://app.trustpager.com/crm/workflows/{pipelineId}/settings (replace {pipelineId} with the workflow�s ID, or navigate there from the workflow itself). In the Workflow Settings card you will see the Exclude from lead reporting toggle alongside the workflow name, description, and training link fields. Turn it on.
The toggle uses TrustPager�s auto-save � the moment you click it, the setting is saved. The next time any team member opens or refreshes the Lead Sources page the board already reflects the change; there is no delay and no background job to wait for.
A few things worth knowing about how the exclusion works:
- It covers the entire history. The exclusion is applied at query time, so every opportunity in that workflow � past, present, and future � is filtered out of the Lead Sources board and the per-source drill-down. Toggle it back off and they all reappear immediately. Nothing is deleted or modified on the opportunities themselves.
- It is per-workflow, not per-user. The setting is a workspace-level flag. When it is on, every team member sees the same filtered board � there is no individual override.
- It is off by default. All existing workflows are included in Lead Sources reporting unless you explicitly opt them out. Turning this on for one workflow has no effect on any other.
- It only affects the Lead Sources board. Opportunities in excluded workflows still appear everywhere else � the main opportunity list, pipeline views, activity feeds, and the custom Reporting cards at https://app.trustpager.com/reporting. Custom Reporting cards have their own filter builder, so you retain full control there regardless of this setting.
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