QuestionQ8

Section 3: Reporting and Attribution

An administrator wants to bring lifecycle data into a Revenue Explorer program membership analysis, but there is no active revenue cycle model in place. The company wants a single view showing which programs are driving the lifecycle.

Which two items must be in place to see that data in one view?

Choose two
  • A An approved Revenue Cycle Modeler
  • B A trigger for “manual transitions” in the Revenue Cycle Modeler
  • C A custom field that is enabled in Revenue Explorer
  • D A custom field that contains the first touch program name
  • E A custom field that captures the lifecycle stage
Explanation

Without an active Revenue Cycle Model, lifecycle stage information isn't automatically fed into Revenue Explorer, so a custom field must be created to capture the lifecycle stage value on the record. Additionally, that custom field must be enabled for use within Revenue Explorer so its values can be displayed and cross-referenced with program membership data in the same report. Both conditions together allow an administrator to see which programs correspond to which lifecycle stages in a unified Revenue Explorer view.

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