Individual Prospect Lifecycle Report

Get insight into a prospect’s score at each stage of the lifecycle from the Lifecycle tab of a prospect’s record. This report shows how a particular prospect moved through the sales lifecycle and which prospect-initiated activities changed the prospect’s score.

Sort the prospect’s changes by Total Score and Score by Activity. Filtering the report by Total Score reflects the total score resulting from all prospect initiated activities. Score by Activity displays the prospect’s score broken out into email and web activity.

Note

The report doesn’t reflect score changes initiated by automations or users, like automation rules, baseline score changes, or completion actions.