Does it drive you crazy that Microsoft CRM doesn't give you more information about where opportunities came from? Our marketing team, as most are, is tasked with a quota of how many leads we need to generate in a given time period, and we are always trying to tie our sales back to our marketing efforts.   

Humans are visual by nature and most people can really sink their teeth into charts. Unfortunately, out-of-the-box, Microsoft CRM gives you one chart that has opportunities by revenue and by source campaign called ' Won Opps by Source Campaign'. This is valid data when tying marketing dollars spent to effort. The biggest issue is that marketing can't be responsible for the revenue generated by a lead.
 
What marketing is responsible for is getting X leads generated. So, I wanted to see how our closed opportunities were broken down by source campaign. How many opportunities was each campaign bringing in?
 
So, here is how to create a chart to see visual evidence of our efforts:

Step 1 - Go into your Opportunities

Step 2 - Select the list that you want data on (I am interested in Closed Opportunities.)

Step 3 - Open the charts by clicking on the < (on the very right hand side of MSCRM)

Step 4 - This just happened to be the last chart that I looked at. This is the chart that shows revenue by source campaign - not very helpful to me to see if we are hitting our lead quota.

Step 5 - Click on Charts at the top of MSCRM
Step 6 - Click New Chart

Step 7  - Select the Pie chart

Step 8 - Name the Chart and select the data fields that you are interested in - in this case it is Source Campaign. (If you can’t see the image, both fields have the Source Campaign field.)

Step 9 - Save and Close

Step 10 - Viola - of course I had to protect the names of our innocent campaigns, but you get the drift!