Success Path Analyser - Reporting Ability

[Anonymous]

Hi,

I've recently started to use the Success Path Analyser for a client.

The visual you get with the various graphs (I've attached part of this as a visual) is fantastic - yet I can't find a way to export it in this format with the conversion rates alongside.

I've used the Leads by Revenue Stage but it isn't visual at all and I'm spending time recreating the graphical view on Success Path Analyser to show my clients the information required.

Does anyone know of a way to do this?

thanks

sarah

[Josh_Hill13]

Yep, you can use RCE/RCA to view conversion rates in a running RCM.

Now, there are some great videos in the University, so be sure to use those first. Then you can post those rates on top of that image. 

Here are some tips

Setup a Lead Lifecycle and Revenue Cycle Model -Marketing Rockstar Guides

[Anonymous]

You can in fact export the data, but this must be done from RCA.  Do you have access to the RCA module?

[Anonymous]

thanks Jamie, we've upgraded now and got the RCA module!

[Anonymous]

Nice, so glad to hear that.  Best of luck!