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You can create a report showing which stage of your Revenue Cycle Model your people are in. The report includes any stage from the specified model as long as there is a person balance for the given date range of the report. 

FYI

Marketo is now standardizing language across all subscriptions, so you may see lead/leads in your subscription and person/people in docs.marketo.com. These terms mean the same thing; it does not affect article instructions. There are some other changes, too. Learn more.


Availability

Not all Marketo editions include this functionality. Contact your Account Manager for more detail.

1. Go to Analytics.

2. Click the report for People by Revenue Stage.

3. Click the Setup tab. Double-click the Person Created At field to set the desired time frame to report on.

4. Edit the time frame and click Save.

5. Click the Report tab. Now you can see which stage of your revenue model your people are in, and focus on any bottlenecks.

Deep Dive

Learn how to add columns and more in Basic Reporting.



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