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cagarwal
cagarwal
Level 3
Jun 3, 2021 12:41 PM UTC
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Capturing Lead Lifecycle Stage Progressions

Hello,

 

We use Lifecycle Revenue Models and wondering if there is a way to report on how many leads entered a certain revenue stage in a customizable date frame. 

 

For example; let's say our Revenue Stages are X, Y, Z

 

We're looking to know how many people entered X, Y and Z between March 15 and March 31. 

 

If not through Analytics, can this be obtained with help of Marketo's Advance Report Builder?

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Mariah_Mattick
Mariah_MattickAccepted solution
Level 3
Jun 8, 2021 10:48 PM UTC

You may be able to use the Success Path Analyzer if you have a Revenue Model configured: https://experienceleague.adobe.com/docs/marketo/using/product-docs/reporting/revenue-cycle-analytics/revenue-cycle-models/using-the-success-path-analyzer.html.

Mariah Mattick
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2 replies

Mariah_Mattick
Mariah_MattickAccepted solution
Level 3
Jun 8, 2021 10:48 PM UTC

You may be able to use the Success Path Analyzer if you have a Revenue Model configured: https://experienceleague.adobe.com/docs/marketo/using/product-docs/reporting/revenue-cycle-analytics/revenue-cycle-models/using-the-success-path-analyzer.html.

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Mariah Mattick
cagarwal
cagarwalAuthor
Level 3
Jun 9, 2021 4:42 PM UTC

Thanks @mariah_mattick . It does help to some extent, but would've loved if there was a way to drill down these numbers based on one or more dimensions.

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