Analytics? Table that shows all MQLs for each month static data but also shows their current status.

[Anonymous]

We're trying to monitor and report on the # of MQLs for each month (Total for each month, static data that never changes). We also want to show a list of them and their current status.   Suggestions? 

We are using Salesforce for most of our reporting, which sucks since its reporting is seperate for contacts & leads. 

Suggestions?  

[Anonymous]

Ron, good question and nice meeting you at the SMMUG. This approach might address your concern.

A Leads by Status Analytics report is probably best if you're to do the reporting in Marketo.

Capturing the MQL info is a bit more tricky. 2 methods I can think of.

METHOD #1

To capture the MQL month, you can create 2 text fields in Salesforce: 1 for Lead, 1 for Contact. As long as you use the same API name, I believe, Marketo will recognize this as 1 field.

You'll need to create 2 corresponding Salesforce workflows to capture the month when a record meets your MQL criteria. Trigger = your criteria, Flow = stamp current month.

Add this field as a smartlist column (sorted by Lead Status) and you're there. Further analysis can be done in Excel if needed.

METHOD #2

Create 2 date fields (not text fields) in Salesforce: 1 for Lead, 1 for Contact.

Use a Marketo flow step to capture the date of MQL. Smartlist criteria = your MQL criteria. Flow = Change data value of <your MQL date field> is "today"

Note that Marketo is smart enough to recognize "today" and put today's date.

Add this field as a smartlist column to your Lead Status report. If you need to bucket further, you can do it in Excel. Otherwise, Marketo will have the date, not month of your MQL.

[Josh_Hill13]

You'll have to take a snapshot each month though since the data is fluid ... if you decide to not use the datestamp method Charlie suggests.

[Anonymous]

I use a similar method to Charlie, but we extend it to all Lead/Contact Statuses so we can see when and how long leads are in each stage of the revenue cycle in Salesforce. RCE can give you these reports, but getting it set up can be intimidating.

[Anonymous]

There is a built in report for this:

Click on analyitics, then lead reports, then lead by status, then report.

Hopefully this is what you are looking for?

[Anonymous]

Thanks Andrew. However, we want the numbers to represent the # of leads that were changed to a specific status in that month. We don't want another report that showcases the status today. from leads during that month. We already have that. Thanks.