MQL Leads
CRM leads or contacts whose conformed lifecycle stage is marketing-qualified lead
SQL Leads
CRM leads or contacts whose conformed lifecycle stage is sales-qualified lead
Qualified Leads
CRM leads or contacts marked qualified by native or inferred lifecycle evidence
Converted Leads
CRM leads or contacts marked converted by native or inferred lifecycle evidence
Customer-Matched Leads
CRM leads or contacts that resolve to ecommerce customer identity
MQL Rate
Marketing-qualified CRM leads divided by all CRM leads
SQL Rate
Sales-qualified CRM leads divided by all CRM leads
Lead Qualification Rate
Qualified CRM leads divided by all CRM leads
Lead Conversion Rate
Converted CRM leads divided by all CRM leads
Lead Customer Match Rate
CRM leads matched to ecommerce customers divided by all CRM leads
CRM Deal Associations
CRM deal association rows or summary counts
CRM Deal-Contact Associations
CRM deal-to-contact associations where native contact IDs are available
CRM Deal-Account Associations
CRM deal-to-account associations where native account IDs are available
CRM Stage Events
CRM stage/property history events plus current-stage observations
CRM Current Stage Observations
Current-stage snapshot observations in the CRM stage history surface
Open Deals (Snapshot)
Open deals in the pipeline as of each snapshot date
Open Pipeline Value
Open deal amount in the pipeline as of each snapshot date
Weighted Pipeline (Snapshot)
Probability-weighted open pipeline value as of each snapshot date
Won Deals (Snapshot)
Cumulative closed-won deals as of each snapshot date
Lost Deals (Snapshot)
Cumulative closed-lost deals as of each snapshot date
Snapshot Deal Count
Deals in the stage as of the snapshot date.
Snapshot Closed Amount
Cumulative closed deal amount as of the snapshot date.