Lead Status progression through months

[Anonymous]

I want to look at the lead status of program members within past months. So on x month (or even x day), 100 leads involved in a program were a Named Target, and 5 were opportunities. On Y month (or Y day), 90 leads involved in a program were a Named Target , and 15 were Opportunities. I can view field histories in SFDC but I can't attribute it to certain campaigns (and we all know how much SFDC loves to limit it's field look up in the search function).

Has anybody done something similar?

[Josh_Hill13]

Sounds like you need RCA instead so you can see the history.

[Anonymous]

I actually have RCA and still couldn't get the setup of lead statuses at that point in time, just the current lead statuses and the month they entered into the program.

[Kristen_Malkov1]

If you don't have RCA, you can build a custom channel and use the progression steps to time and date stamp members and figure out which stage they're in based on triggers. I did a talk on this at Summit this year. Let me know if you'd like to see the documentation!

[Anonymous]

I would love to see the documentation on that, as it would be greatly beneficial to me.

[Kristen_Malkov1]

Here's a link to my slide deck

https://docs.google.com/presentation/d/1-Zc7jXz4KW_hWOgGK62QnCqsa1yDyu1IMpKZwREPa9E/edit?usp=sharing​

Let me know if you have questions or need additional assistance.

[Anonymous]

Thanks Kristen! I might implement this just because it's a good thing to have so I don't end up in this situation again.