Lead Scoring Trends - Reporting

Question

We would like to be able to see the trends of scoring over a specific period of time.

Would be curious to see how the seasonal cycle affects the score changes (positive and negative).

At the same time it would be interesting to see what sort of impact a particular program or week has on the scoring of our Leads.

The only thing I can think of now is to take an export of the scores for the prior period and then compare them to the end period.

I've looked for answers around this and I've heard mention of RCA but I could not find a solution.

Do anyone have a way to track the scores (positive and negative) over a period of time?

Thank you

Josh_Hill13 · Accepted Answer

This would be rather hard to do because you do need an aggregate snapshot for the time period. RCE can do this using Lead Analysis + Avg Lead Score and then you'd have to run it each week. You could also create a tertiary field that stamps the current Lead Score each week "Last Week's Lead Score" and then run a smart list with everyone and then run the data in xls.

Maybe Tableaux or another tool would handle this automatically.

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