Opportunity Analysis report vs. Smart List with same filters

A document by KCS Integration on behalf of Cedric Roxas on Jun 25, 2018Last modified by Cedric Roxas on Jun 27, 2018
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Issue Description

Why is the number of records shown in the Opportunity Analysis report in Revenue Explorer different from the number of records shown in a smart list with the same filters? (e.g. 100 records in Opportunity Analysis vs. 200 records in smart list)

 

Why are some records in the smart list do not appear in the Opportunity Analysis report?


Issue Resolution

The attribution settings is set up to report on "Explicit: Only contacts with roles (default)"

This means, the records in a smart list that do not appear in the Opportunity Analysis Report in RCA, are contacts without roles.


Who This Solution Applies To
Customers using Revenue Cycle Analytics

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