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A
Anonymous
February 2, 2017
Question

Re-Order Rows in Revenue Explorer

  • February 2, 2017
  • 1 reply
  • 2116 views

We have a Revenue Explorer report showing People by Revenue Cycle Stage (which is a field we created - it's not a Revenue Stage in a model). The VP would like to see the report ordered in pipeline order rather than alphabetical. E.g.:

Known

Enaged

MQL

SAL

SQL

Opportunity

As opposed to this or the opposite:

Engaged

Known

MQL

Opportunity

SAL

SQL

This seems like a reasonable request but I can't see any options except to order the rows in the column in alphabetical or revers alphabetical order. I know we could re-name the values in the field (01-Known, 02-Engage, etc.) but that's a big nuisance. Does anyone know of a way to manipulate the report itself to achieve the desired effect? I can't see anything but thought I'd put it out there just in case.

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1 reply

R
rachel2-2
Level 8
February 2, 2017

I don't believe RCE inherently supports this functionality, but I know the pain points that come from having those out of order. For my workaround, my first column is always "inflow" and I sort my chart by that column. This works for us because our funnel behaves consistently like you would expect a funnel to behave -  MCLs have the largest inflow numbers, MQLs fewer, SQLs fewer still, etc. Also, we only include success path stages, so it stays nice and clean.

A
Anonymous
February 2, 2017

Hi Rachel,

It sounds like your report is pulling from a Revenue Cycle Modeler. This client doesn't have one. Only a Revenue Cycle Stage field, that we created, populated based on Lead/Contact Status field values and Opp stages. So there is no "inflow." But thanks for the idea for other situations.

Denise

R
rachel2-2
Level 8
February 2, 2017

Gotcha. Did not read very carefully.

Just curious, why isn't the client using the RCM? RCE is not going to deliver full value without it.

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