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Allison_Proehl
Allison_Proehl
Level 4
March 20, 2017
Question

Revenue Cycle Model/Success Path Analyzer

  • March 20, 2017
  • 1 reply
  • 2819 views

I'm trying to figure out why not all of my stages in my Revenue Cycle Model show up when I look at my success path analyzer. Currently it shows Known > Engaged > MQL > SQL and then that's it. However in my model I have Opportunity and  Won as additional stages. Any input on how I can see the data for these stages?

Message was edited by: Ali Proehl

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1 reply

Grégoire_Miche2
Grégoire_Miche2
Level 10
March 20, 2017

Hi Ali,

You need to make sure that in the model itself, all the steps are well aligned horizontally in the green lane and connected together. This green lane is called the success path. And the success path analyzer only shows the stages that are in the success path.

-Greg

Allison_Proehl
Allison_ProehlAuthor
Level 4
March 20, 2017

Greg,

This is what my model currently looks like, yet I still am not getting any data from the Opportunity or Won stages

Grégoire_Miche2
Grégoire_Miche2
Level 10
March 20, 2017

Are you sure there are some leads in these 2 stages?

Run a "lead by revenue stage" report to check this.

-Greg

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