Editing Success Path Analyzer

[Morgan_Corbett]

When I report to my boss about our month-to-month lead database growth, I only incorporate the leads who qualify as a marketable lead. We have a "Marketable Leads" smart list (i.e. they are not competitors, they have valid emails, they haven't unsubscribed, etc.)

I've noticed a discrepancy between the number of marketable leads in our database and the number of leads included in the success path analyzer tool in Analytics. I don't see a way for me to add a smart list that would filter out anyone who is NOT on the "Marketable Leads" list.

Does anyone know of a work-around? I want to report on and improve the conversion rate + average days for our marketable leads only.

[Grégoire_Miche2]

Hi Morgan,

The success path analyzer does not offer much of customization possibilities. The only thing that you could do is to remove the non Marketable leads from the revenue cycle, using a "change revenue stage" flow step as below:

Getting more flexibility is something you can get with the revenue explorer.

-Greg