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gkrajeski
gkrajeski
Level 10
May 25, 2016
Question

Point in Time Report for YTD

  • May 25, 2016
  • 2 replies
  • 3234 views

Is it possible, as it is in Salesforce, to create a "point in time" report via RCE or otherwise in Marketo?

I am looking to view the following as a snapshot of point-in-time:

  • Rows:
    • Lead Owner
    • Converted to Opportunity
  • Columns
    • Lead Created Month
  • Measures
    • Number of Leads
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2 replies

Josh_Hill13
Josh_Hill13
Level 10
May 25, 2016

RCE can do this. Just plug in your criteria.

gkrajeski
gkrajeskiAuthor
Level 10
May 25, 2016

@Josh Hill​,

We are seeing differences in the numbers between SFDC and MKTO RCE, and are trying to get to the bottom of it.

There is a discrepancy between SFDC report and MKTO.

Grégoire_Miche2
Grégoire_Miche2
Level 10
May 25, 2016

You might have some leads in Marketo that do not sync with SFDC, which would lead the numbers to be lower in SFDC than in Marketo. Search the community for sync error troubleshooting.

-Greg

Grégoire_Miche2
Grégoire_Miche2
Level 10
May 25, 2016

Hi Geoff,

AFAIK, this is only possible in RCE.

I also understand that the new email insight will provide this capability, as it will enable to select the reporting period or even to compare 2 periods.

-Greg

gkrajeski
gkrajeskiAuthor
Level 10
May 25, 2016

Can you elaborate on AFAIK?

Grégoire_Miche2
Grégoire_Miche2
Level 10
May 25, 2016

Marketo standard analytics have not way to take a snaphot of the values in a report at any point in time. You could subscribe to a report and archive these reports on you laptop, though, but it is not very convenient....

RCE enables to run a report as of a precise date, as written by Josh.

-Greg

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