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Prerequisites

Categorize standard or custom fields into groups for reporting via the Field Organizer in Marketo. For details, see Create Custom Field Groups via the Field Organizer.

 

How Does Enabling a Custom Field Group Impact
Multiple Analysis Areas in Revenue Cycle Explorer?

What happens when…?

How it impacts the Model Performance Analysis (Leads) Area

How it impacts the Lead Analysis, Campaign Analysis, and Opportunity Analysis Areas

What happens when you enable a custom field group associated with a standard lead or company field?

The custom field group is enabled for reporting in the Model Performance Analysis (Leads) Area

No Impact

What happens when you enable a custom field group associated with a custom person or company field?

The custom field group is enabled for reporting in the Model Performance Analysis (Leads) Area

The custom field itself is enabled for reporting in the Lead Analysis, Campaign Analysis, and Opportunity Analysis Areas.

NOTE: Custom field groups are NOT supported in these analysis areas, so the group associations do not display in Revenue Cycle Explorer--only the custom field.

 

 

Follow these steps to enable a custom field group for reporting in the Model Performance Analysis (Leads) area.

1. Click Admin.

2. Click Revenue Cycle Analytics.

3. Click None next to an empty field group. If you already have three field groups enabled and want to make an edit, click the name of the field group you wish to modify.

4. Click the Field drop-down and select the one you want.

Note

This example enabled a custom field group for a standard field (State). Therefore, only the Model Performance Analysis (Leads) Area was impacted. If a custom field group for a custom person or company field had been enabled, the enabled group would display in the Model Performance Analysis (Leads) section of the Sync Summary tab and the custom field count for Lead, Campaign, and Opportunity Analysis would increase by one.

5. Click Save.