Success Path Analyser - Reporting Ability | Community
Skip to main content
A
Anonymous
November 12, 2015
Question

Success Path Analyser - Reporting Ability

  • November 12, 2015
  • 2 replies
  • 2447 views

Hi,

I've recently started to use the Success Path Analyser for a client.

The visual you get with the various graphs (I've attached part of this as a visual) is fantastic - yet I can't find a way to export it in this format with the conversion rates alongside.

I've used the Leads by Revenue Stage but it isn't visual at all and I'm spending time recreating the graphical view on Success Path Analyser to show my clients the information required.

Does anyone know of a way to do this?

thanks

sarah

This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.

2 replies

A
Anonymous
November 12, 2015

You can in fact export the data, but this must be done from RCA.  Do you have access to the RCA module?

A
Anonymous
December 15, 2015

thanks Jamie, we've upgraded now and got the RCA module!

A
Anonymous
December 15, 2015

Nice, so glad to hear that.  Best of luck!

Josh_Hill13
Josh_Hill13
Level 10
December 15, 2015

Yep, you can use RCE/RCA to view conversion rates in a running RCM.

Now, there are some great videos in the University, so be sure to use those first. Then you can post those rates on top of that image. 

Here are some tips

Setup a Lead Lifecycle and Revenue Cycle Model -Marketing Rockstar Guides

Terms & ConditionsAccessibility statement

Loading footer...