RCE Report - Program Revenue Stage Analysis Report, but not only for new members? | Community
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David_Gaible
David_Gaible
New Participant
October 20, 2016
Solved

RCE Report - Program Revenue Stage Analysis Report, but not only for new members?

  • October 20, 2016
  • 1 reply
  • 3636 views

Hi Marketoers,

I feel like there is (or should be) an easy answer to my question and maybe I'm just missing something. Is there an RCE Report that will answer my question "How can I measure the effectiveness of individual programs in moving all leads through my revenue stages?" The Program Revenue Stage Analysis report would be perfect, except that it only looks at new leads that the program generated. None of the other RCE reports work for this particular question - they either don't have a filter for Program or don't include the Stage as a measurement.

I know I could create a 'Leads by Revenue Stage' report, and then include a filter for the program, but then I'd have to clone that report 20+ times for all the different programs I want to look at. Not exactly automation.

What am I missing?

Tagging some of the reporting gurus: @Justin Norris​ @Pierce Ujjainwalla​ @Josh Hill​

    Best answer by Josh_Hill13

    Why wouldn't the Program Opp or Program Membership report help? You can place the stage field as one of the 3 key fields to add into RCM as well.

    1 reply

    P
    pierceu25628284
    New Participant
    October 20, 2016

    What is the ideal report you are looking for? Something that says, these programs move people from Prospect>MQL?

    What question are you trying to answer? That will help me recommend the ideal solution.

    @Anish Jariwala​

      David_Gaible
      David_GaibleAuthor
      New Participant
      October 20, 2016

      Very close.

      These programs that move people from Prospect>MQL>SAL>SQO

      Josh_Hill13
      Josh_Hill13Accepted solution
      New Participant
      October 20, 2016

      Why wouldn't the Program Opp or Program Membership report help? You can place the stage field as one of the 3 key fields to add into RCM as well.

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