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RobSt3
Level 3
November 20, 2015
Duplicate

Add Lead Status to Model Performance Analysis (Leads) Report

  • November 20, 2015
  • 2 replies
  • 1531 views

Would be nice to have "Lead Status" in the "Lead Attributes" for the "Model Performance Analysis (Leads)" Report. The reason being is we would like to see leads that are in a specific Stage in our RCM but also see the what Status they are in.  Use case would be to look at all "MQL Stage" leads and see how active our team is on those leads, Contacted, Open, In Progress etc...

    2 replies

    A
    Anonymous
    January 21, 2016

    Model Performance Analysis (Leads) does what you're asking, but leverages Marketo's Revenue Model Stages (which typically get mapped to Lead Status fields). Marketo provides a much richer level of analysis of Revenue Stages than you would otherwise get just reporting on Lead Status.  For example, Model Revenue Model (Leads), common reports run are:

    • Show a monthly trend of the average number of days it takes leads to move between stages of the revenue model
    • Show a monthly trend of lead flowing in and out of each revenue stage in the model
    • Show a monthly trend of the beginning and ending lead balance in each stage of the revenue model

    Please review how to leverage Revenue Models from docs.marketo.com.

    If you need to to query against Lead Status field, you can do this within the Lead Performance Report.

    -Brian

      K
      kh-lschutte
      February 6, 2020
      No text available
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