The Prospect Lifecycle report combines marketing and sales data to give you a high-level
view of your sales cycle’s health. By reviewing the report, you can determine how well your
marketing and sales teams are working together to qualify leads and close deals.
Required Editions
| Available in: All Account
Engagement Editions |
- Guidelines for Using the Lifecycle Report
Keep these guidelines in mind when using the Lifecycle report.
- Lifecycle Report Metrics
The Lifecycle report includes the Pipeline funnel, trends over time, and prospect velocity information.
- 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.
