Guidelines for Using the Lifecycle Report

Keep these guidelines in mind when using the Lifecycle report.

• The creation and assignment dates determining a prospect’s lifecycle stage are based on Account Engagement dates, not CRM dates. CRM dates are used for opportunity creation and opportunity won dates when the business unit is connected to a CRM. If the business unit isn’t connected to a CRM, Account Engagement looks internally for the opportunity creation and won dates.
• New customers can see skewed lifecycle reports during the first month or quarter because Account Engagement doesn’t back-date creation and assignment dates.
• The Lifecycle report doesn’t account for unassignments that are then reassigned or for opportunities created and then deleted. When the prospect is added to a stage, you can’t move the stage backward or remove it. The prospect can only wait in the current stage until the next stage’s criteria is met.
• Prospects don’t move through the lifecycle funnel more than once, even if they’re associated with multiple won opportunities.
• For Account Engagement to sync opportunity data, the opportunity must be associated with a contact in the CRM.
• Multiple contacts tied to the same opportunity appear as separate entries in the SQL portion of the report. However, when the deal closes, the opportunity appears as one win in the Won Deals end of the funnel.