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Anonymous
January 13, 2017
Question

Success Path & Measuring Detours

  • January 13, 2017
  • 1 reply
  • 1473 views

Hello,

We have a similar revenue cycle model to the example that's included in Marketo's product documentation (see image below). Many of our leads come through the "Delayed" stage into "Lead." Given that this isn't on the success path, what is the easiest way to measure the conversion rate from "Delayed" to "Lead"? Please note that we do not have Revenue Explorer Reports on our account.

Thank you!

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1 reply

Grégoire_Miche2
Grégoire_Miche2
Level 10
January 13, 2017

Hi Kristen,

Without RE, this is a little difficult... Create a "previous status" field and make sure you archive status in this field before changing it to new values. then at any point in time, you will be able to create reports and smart lists on this "previous status" field.

You can also use the "Revenue Stage was changed" filter with old and new stage constraints, run the counts and compile the stats in Excel.

-Greg

Josh_Hill13
Josh_Hill13
Level 10
January 14, 2017

Right, RCE is the method here. However, if you happened to have a lot of time and fields, you could add Time Entered/Exited for each Stage along with a Lifecycle field that is synced to SFDC. Then you can run some reporting. But RCE or another reporting tool is the only real way to do this.

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