Funnel report with custom date field
SOLVEWe recently found a gap in our lifecycle stage data. A lot of our contacts didn't go through each step in the funnel, which complicated our reporting. To mitigate this, we set up a series of advanced workflows to have each contact with empty "became lead/MQL/SQL/Opportunity" fields, adopt the became date of the last known lifecycle stage. The tricky part is that you can't actually edit the became dates, and so we created a custom date field.
The image below shows the workflow for MQL's that didn't go through the lead stage (the one for SQL's and Opportunities are a lot more nested):
This works, and now all these contacts have correct lifecycle stage dates (in the custom field) and have gone through all steps of the funnel.
However, and here comes our issue, our reporting is not accurately showing our data.
We managed to create a custom funnel with the new 'custom date fields' as a filter. What we're missing however, is the aggregation of data, where 'leads' for example contain 'leads', 'MQL', 'SQL', and 'Opportunity'. In our case, they only contain leads.
The image below shows our current custom funnel:
And these are our filters:
Any ideas on how we can aggregate these to show a more traditional funnel? (I don't believe the built-in 'funnel reporting' can do this, because of the limits of the filter it provides).
1 Accepted solution
Funnel report with custom date field
SOLVEHi @NKolenberg
You are right that the funnel report can not be built using custom data properties. Your custom data properties are limiting which contacts are included in the report, but not where in the report they are shown - which is still based on the standard 'became a' properties.
One option is to change your funnel report so that it shows contacts that Any strage in the report, rather than All, so that contacts that missed lifecycle stages are still shown. If this doesn't help, then the funnel report may not be an option in this instance and more numerical reporting may be the best you can do.
Hope this helps, Phil.
Funnel report with custom date field
SOLVEHi @NKolenberg
You are right that the funnel report can not be built using custom data properties. Your custom data properties are limiting which contacts are included in the report, but not where in the report they are shown - which is still based on the standard 'became a' properties.
One option is to change your funnel report so that it shows contacts that Any strage in the report, rather than All, so that contacts that missed lifecycle stages are still shown. If this doesn't help, then the funnel report may not be an option in this instance and more numerical reporting may be the best you can do.
Hope this helps, Phil.
