2 Replies Latest reply on Nov 26, 2018 7:16 AM by Megan Pettit

    Analytics Reporting tracking open leads, MQLs, SALs and Opps

    Megan Pettit

      We have RCE as well to use for reporting, has anyone run a report for the below and if so how?

       

      What is the level of effort to pull a report/view of the balance of open

       

      Leads

      MQLs

      SALs

      Opps

       

      That have been created in 2018?  Would be even better to see what that balance looks like month by month throughout the year.

        • Re: Analytics Reporting tracking open leads, MQLs, SALs and Opps
          Mary Rouzer

          Hi Megan,

           

          I am happy to report this can be done with very little effort!

           

          There are a few options detailed below:

          1. People Performance Report grouped by 'Person Status' and filter 'Person Created At' by 'This Year'
          2. If you have a Revenue Cycle Model: People Performance Report grouped by 'Revenue Cycle Stage' and filter 'Person Created At' by 'This Year'
          3. If you have a Revenue Cycle Model: Revenue Explorer > Create New Report > Model Performance Analysis (Leads) > Layout as follows:
            Rows: Stage
            Columns: Month (filter by selected range of previous X-months)
            Measures: Beginning Balance and Ending Balance
          4. If you have a Revenue Cycle Model: Revenue Explorer > Create New Report > Model Performance Analysis (Leads) > Layout as follows:
            Rows: Month (filter by selected range of previous X-months)
            Columns: Stage
            Measures: In Flow and OutFlow

          I hope at least one of these reports help with your analysis.

           

          Cheers,

          Mary