Point in Time Report for YTD

Geoff_Krajeski1
Level 10 - Champion Alumni

Point in Time Report for YTD

Is it possible, as it is in Salesforce, to create a "point in time" report via RCE or otherwise in Marketo?

I am looking to view the following as a snapshot of point-in-time:

  • Rows:
    • Lead Owner
    • Converted to Opportunity
  • Columns
    • Lead Created Month
  • Measures
    • Number of Leads
10 REPLIES 10
Josh_Hill13
Level 10 - Champion Alumni

Re: Point in Time Report for YTD

RCE can do this. Just plug in your criteria.

Geoff_Krajeski1
Level 10 - Champion Alumni

Re: Point in Time Report for YTD

Josh Hill​,

We are seeing differences in the numbers between SFDC and MKTO RCE, and are trying to get to the bottom of it.

There is a discrepancy between SFDC report and MKTO.

Grégoire_Miche2
Level 10

Re: Point in Time Report for YTD

You might have some leads in Marketo that do not sync with SFDC, which would lead the numbers to be lower in SFDC than in Marketo. Search the community for sync error troubleshooting.

-Greg

Geoff_Krajeski1
Level 10 - Champion Alumni

Re: Point in Time Report for YTD

It is actually the opposite.

Also, we have seen and sort of proven that those showing for one rep (6 converted) , for example, in January in Marketo are still assigned to this rep.
However in SFDC, we see 26 converted in January for this same rep.

Grégoire_Miche2
Level 10

Re: Point in Time Report for YTD

Hi Geoff,

AFAIK, this is only possible in RCE.

I also understand that the new email insight will provide this capability, as it will enable to select the reporting period or even to compare 2 periods.

-Greg

Geoff_Krajeski1
Level 10 - Champion Alumni

Re: Point in Time Report for YTD

Can you elaborate on AFAIK?

Grégoire_Miche2
Level 10

Re: Point in Time Report for YTD

Marketo standard analytics have not way to take a snaphot of the values in a report at any point in time. You could subscribe to a report and archive these reports on you laptop, though, but it is not very convenient....

RCE enables to run a report as of a precise date, as written by Josh.

-Greg

Geoff_Krajeski1
Level 10 - Champion Alumni

Re: Point in Time Report for YTD

Grégoire Michel

Didn't understand the acronym   All good now...

Grégoire_Miche2
Level 10

Re: Point in Time Report for YTD

I borrowed it from Sanford

-Greg