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Table of Contents

Location

Shared Reports > Revenue Analysis > Lifecycle Stage Analysis

Overview

Helps analyze trends/patterns prior to form submissions. 

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Provides an in depth analysis of your Lifecycle Stages over the reported period. Definitions for data reported in each Lifecycle Stage are below:

  • In Flow Stage Start: Number of Prospects that were in this Stage on the Baseline Date. 
  • In Flow Stage: Number of Prospects that entered this Stage during the Start and End Date. 
  • Out Flow Stage: Number of Prospects that left this Stage during the Start and End Date. 
  • Conv %: Number of Prospects that left this Stage compared to how many Prospects were in the Stage to start (# of Out Flow Stage / # In Flow Stage Start). Helps you identify which Stages are converting faster than others. 
  • Balance: Number of people that were in the Stage on the Start Date, and also in the stage on the End Date. Helps you understand which Stage Prospects are getting "stuck" in (In Flow Stage - Out FlowStage). 
  • Avg Time: Average time a Prospect was in the Stage. Analyzes only Prospects that have left the stage during the time frame.  

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