Location

Shared Reports > Revenue Analysis > Lifecycle Stage Analysis

Overview

Helps analyze trends/patterns prior to form submissions. 

Inputs

• Baseline Date: Prospects added to a Lifecycle Stage prior to the baseline date will not be included in the analysisSame as Start Date. Only used in calculations. 
• Start Date: Start date to use for Lifecycle Stage analysis. 
• End Date: End date to use. Prospects added to a Lifecycle Stage after this date will not be included in the analysis. 

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Click on the bar before any Lifecycle Stage to analyze the Prospects flowing into that Stage during the reported period.  In the screenshot below, the red arrow shows the vertical bar to click on. In this case, we're showing the Prospects (one of them) that flowed from the Opportunity Lifecycle Stage into the Customer Lifecycle Stage during the reported period. 

Select the next panel on the Prospects Analysis tab to click through on the number to the right. In the example below, we can see the number of Engaged Prospects who were converted to Customers (three) during the reported period along with the results below. Click the down arrow on the results to export data as needed. 

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