Smart Lists in Revenue Cycle Modeler

[Chandini_Kalsy]

Hi ,

It would be great if Revenue Cycle Modeler tool came with a Smart List like RCA reports. This type of feature will provide us with greater flexibility in slicing/dicing data with respect to leads/contacts/opportunities or campaign responses.

Chandini

[Anonymous]

Hi Chandini,

Can you please elaborate with an example the report you're trying to create?  Currently, Smart Lists have filters around the modeler and Revenue Explorer provides time-series analysis on your model's data.

TJ 

[Chandini_Kalsy]

Hi TJ,

Some of our team members would like to see RCM data for Leads vs Contacts. Is it possible to do this via RCE? Am I missing something?

Thanks,
Chandini

[Anonymous]

Yes, in Revenue Explorer, Model Performance Analysis (Leads) can have up to three custom Field Organizers.  You can use one of them to group the model data by leads vs contacts, assuming you have the data to identify if a record is a lead or contact.

There is a community article that describes how to use  Field Organizers.  Please email support@marketo.com if you need additional help in setting this up.