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Lifecycle Report Metrics
The Lifecycle report includes the Pipeline funnel, trends over time, and prospect velocity information.
The report is available at .
Dashboard Metrics
The Lifecycle dashboard shows basic information about your prospects and opportunities.
| Metric | Definition |
|---|---|
| Net New Prospects | The number of net new prospects created in the selected date range. Prospects can be created through imports, CRM sync, manually, or through a form, form handler, or landing page submission. |
| New Opportunities | The number of new opportunities created in the selected date range. |
| Won Opportunities | The number of won opportunities in the selected date range. |
| Percentage comparisons | The percent change between the previous time frame and the selected one. |
Pipeline Metrics
The Pipeline funnel displays the number of visitors or prospects in each lifecycle stage during the selected time frame.
| Metric | Definition |
|---|---|
| Visitors | Number of unique visitors in the selected date range as determined by the Account Engagement tracking code. If a visitor returns multiple times during the selected time frame, the visitor is counted only one time. |
| Prospects | Number of newly created prospects during the selected time frame. Prospects can be created through imports, CRM sync, and manually or organically through a form, form handler, or landing page submission. |
| Marketing Qualified Leads (MQL) | Number of prospects created in the specified time frame (in the Date Range selector for the report) that became assigned. Assignment means that the marketing team has qualified this lead for the sales team. Assignments can occur in Account Engagement manually, via the API, via a CRM sync, or during an import. |
| Sales Qualified Leads (SQL) | Number of prospects created during the selected time frame that are associated with opportunities. Associating a prospect with an opportunity means that the sales team has qualified this lead as a potential customer. Opportunities can be created in Account Engagement manually, via the API, via a CRM sync, or during an import. |
| Won Deals | Number of opportunities closed during the selected time frame. |
| Total Revenue | Total revenue of all won opportunities in the selected time frame, based on the value for these opportunities in Salesforce. |
| Trending Percents | A historical comparison or percentage change between prospects created in the current selected time frame and prospects created in the previous time frame. |
Velocity Chart
The Velocity chart displays the average time a visitor or prospect is in each stage.
- Visitor to prospect
- Prospect to marketing qualified lead (MQL)
- MQL to sales qualified lead (SQL)
- SQL to won opportunity
- Total days to get through the full prospect lifecycle
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