continuing report on active leads pr. month with data from prior month? | Community
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Anonymous
July 12, 2016
Question

continuing report on active leads pr. month with data from prior month?

  • July 12, 2016
  • 1 reply
  • 1157 views

I'm looking to setup a continuos monthly report where the following information is included:

Number of active leads, number of active leads from the month prior and a field that shows the added amount of active leads from the prior month to the current.

Any ideas ??

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1 reply

SydneyMulligan
SydneyMulligan
Level 7
July 12, 2016

When you say "active leads" what exactly are you referring to? Anyone who is not unsubscribed, email invalid or marketing suspended? or anyone without an open opp?

Depending on  your criteria, you could probably do this in RCE. It would be easiest if you do a report on the leads in each stage of your revenue cycle model. You can customize the month you are looking at, and view inflow, outflow and balance for the month of each stage.

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