Using the Success Path Analyzer using-the-success-path-analyzer
Use a Success Path Analyzer to explore the specific details that reflect both flow (amount) and velocity (speed, in terms of days) of people through the stages of your Revenue Cycle Model.
-
Go to Analytics and select your Success Path Analyzer.
The chart on the right reflects the data in the selected button on the left. By default, this is Balance.
-
Click In Flow to graph how many people entered the stage during the selected time frame.
- Click Out Flow to graph how many people exited the stage.
- Click Conv % to graph the conversion rate from this to the next stage.
- Click Avg Time to see how long people spent in this stage before moving to the next stage.
-
Click Chart Actions > Compare Period to compare the data to a different time frame of equal length.
-
Select the From date for the compare period.
The To date is automatically set to match the length of your original time period.
-
Click Compare.
-
The chart updates with overlapping data for the compare period, in green.
-
To change the time scale of the chart, click one of the Graph by buttons: daily (default), weekly, and monthly
-
For stages with SLAs (Service-Level Agreements), click Chart Actions > Show SLA Due to show every person that ever missed an SLA target within the specified time frame.
-
The chart updates to reflect how many SLAs were due on each node, in orange.
The people shown in orange might or might not still be in the SLA stage.
-
Click Chart Actions > Show SLA Past Due to show all people with expired SLA targets who are still in the SLA stage at the end of the specified time period.
-
The chart updates to reflect how many SLAs were overdue on each node, in orange.
-
To read the specific details of a data point on a specific node (date), hover over the bubble.
-
To print the chart, click Chart Actions > Print Chart.
The analyzer is here to help you understand movement through your model. As you get more advanced, this will become really important to strategize your marketing efforts.