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Chandini_Kalsy
Level 2
Apr 18, 2013 8:49 PM UTC
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Smart Lists in Revenue Cycle Modeler

Hi ,

It would be great if Revenue Cycle Modeler tool came with a Smart List like RCA reports. This type of feature will provide us with greater flexibility in slicing/dicing data with respect to leads/contacts/opportunities or campaign responses.

Chandini

4 replies

Anonymous
Apr 19, 2013 8:49 PM UTC

Hi Chandini,

Can you please elaborate with an example the report you're trying to create?  Currently, Smart Lists have filters around the modeler and Revenue Explorer provides time-series analysis on your model's data.

TJ 

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Chandini_KalsyAuthor
Level 2
Apr 22, 2013 3:58 PM UTC
Hi TJ,

Some of our team members would like to see RCM data for Leads vs Contacts. Is it possible to do this via RCE? Am I missing something?

Thanks,
Chandini
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Anonymous
Apr 22, 2013 4:23 PM UTC
Yes, in Revenue Explorer, Model Performance Analysis (Leads) can have up to three custom Field Organizers.  You can use one of them to group the model data by leads vs contacts, assuming you have the data to identify if a record is a lead or contact.

There is a community article that describes how to use  Field Organizers.  Please email support@marketo.com if you need additional help in setting this up.



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kh-lschutte
Feb 24, 2020 7:48 PM UTC
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