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Lucho_Soto
Lucho_Soto
Level 5
September 23, 2014
Question

Pipeline and Revenue Generated in Program Analyzer

  • September 23, 2014
  • 2 replies
  • 1259 views
We're in the process of integrating opportunity data with our CRM and want to use the Pipeline, Revenue, and ROI fields in the Program Analyzer. Will this be possible to do without the RCA? What fields in the Program Analyzer (if any) will not work if we don't have the RCA?
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2 replies

Josh_Hill13
Josh_Hill13
Level 10
September 23, 2014
Yes, you can use Program Analyzer w/o RCA/RCE.

But you must make sure that the Opp is associated with at least one Contact in order for the Program attribution to work.
Lucho_Soto
Lucho_SotoAuthor
Level 5
September 24, 2014
Thanks, that data is currently integrated so that's great news. I have noticed that the "Account Name"  and a few other fields are missing from our "Opportunity Info" tabs (screenshot below). Are any of these missing fields critical to using any of the Analytics Tools (Program Analyzer, Opp Influence Analyzer, RCA, RCE, RCM, etc.)? 



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