Revenue modeler needs min 5 stages?

Revenue modeler needs min 5 stages?

Can someone confirm this is my issue here - I'm currently finalizing our revenue model/lead lifecycle and recently removed one of our stages. Now when I go to approve it, it gives the error, "At least one success path stage must be assigned to phase 'Marketing Qualified'. I was reading a document about the modeler earlier and it said there must be at least 5 stages after Anonymous. Is this the reason why I'm receiving this error or is it something else?
7 REPLIES 7

Re: Revenue modeler needs min 5 stages?

Where are leads coming from to become an MQL? They should be coming from either anonymous or off the success path. Also what stage did you remove? Do you have 5 stages after anonymous? 

Re: Revenue modeler needs min 5 stages?

Leads that become MQL are coming from the success path, which is why I don't understand why I'm receiving this error. I have 4 stages after anonymous, with another 4 detours. I removed the MEL stage, since we have an SDR team that vets all new leads and moves them manually into the MQL, Unqualified or Recycle.

Re: Revenue modeler needs min 5 stages?

Did you assign the rules to move them along the success path? I've found that the only time I recieve errors is when my logic in conflicting on the success path. What rules/triggers have you set to move them to/from that stage?
Level 10 - Champion Alumni

Re: Revenue modeler needs min 5 stages?

Go to the Phases at the top of the screen and just move the MQL line to whatever you want. You may need to add a Stage for MQL if you removed it or to put a stage for "SDR", which is usually what happens when you mark someone MQL - they go to some sort of qualification team.

Re: Revenue modeler needs min 5 stages?

Can you post a screen shot of your model?

Re: Revenue modeler needs min 5 stages?

I added back in the MEL stage that I had previously deleted and the modeler works again. So looks like you definitely need 5 stages after anonymous for the path to work properly.
Anonymous
Not applicable

Re: Revenue modeler needs min 5 stages?

I had the same issue and followed Josh's advice. He's right. Go to Phases:

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Then move these sliders around to reset your success paths if you changed or deleted the lifecycle statuses.

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