Lifecycle performance and reporting

The Lifecycle reporting feature offers valuable insights to help you assess the performance of your customer journeys. Use these performance metrics to analyze how customers move through the BlueConic Lifecycles and stages you've created.

Watch the video: Introducing Lifecycle Reporting


Viewing your Lifecycle performance statistics

To open the reporting window, click the Lifecycle reporting icon at the top of the page. You can easily switch back and forth from edit mode to reporting mode using these icons. 


When you select Lifecycle reporting, you will find interactive visualizations of your Lifecycle and stage statistics.


Selecting a time period for Lifecycle reporting

In the Lifecycles Reporting tab, all of the statistics you see are based on the time period you select in the upper left corner. After you select a different time period, all metrics shown will be updated.


Lifecycle and stage metrics

The Lifecycle reporting view provides a range of valuable lifecycle and stage metrics for your marketing lifecycles. Note that these metrics are reported based on the time period you set in top left corner of the reporting window. Save your settings to see statistics for the chosen time period.

  1. Time period: You set the time period for which Lifecycle and stage statistics are shown.
  2. Profile entries (per stage): Number of profiles that entered the Lifecycle at a certain stage.
  3. Profile entries (total): Total number of profiles that entered the Lifecycle during this time period.
  4. Progressions: Number of times profiles moved forward from stage-to-stage.
  5. Completions: Number of profiles that have successfully completed the Lifecycle.
  6. Profiles in a stage: Number of profiles in this stage (during the chosen time period).
  7. Percentage of profiles completing the lifecycle: Percentage of profiles present in the Lifecycle (during the time period selected) that ultimately completed the Lifecycle. 
  8. Drops: Number of times profiles moved backward or dropped back from stage-to-stage during the time period selected.
  9. Profile dropouts: Number of profiles that drop out of a stage (during this time period).
  10. Total dropouts: Total number of profiles that dropped out of the Lifecycle (during this time period). A dropout is a profile that no longer meets the lifecycle criteria and did not complete the lifecycle.



Seeing at a glance where profiles are in a Lifecycle

At the bottom of each Lifecycle stage, a blue bar shows the relative number of profiles present in that stage as compared to other stages. This lets you quickly see where your profiles are in the various stages of the Lifecycle. The stage with the most profiles will have the fullest blue bar. Other stages' blue bars are proportional to the relative population of profiles for the chosen time period. 


Measuring the success of the Lifecycle and stages

To see how profiles progress from stage to stage toward completion, examine the green arches on top of your Lifecycle stages. In this example, you can see how times profiles advance from Stage 0 to Stage 1, and then from Stage 1 to Stage 2. Note that profiles that move from one stage to the next more than once will be counted towards this total as many times as they move forward or backward. 


Clicking on a Lifecycle stage gives an overview of the profiles entering and exiting that stage. You can also click on the number of entries or dropouts and on the Lifecycle completion counter to zoom in on the individual stage entries or dropouts.

Counting profiles that drop down or drop out of a Lifecycle

The orange arches at the bottom of the reporting window show the number of times profiles regress or drop out of the Lifecycle. You can use this information to see which stages are least successful in moving profiles toward your Lifecycle completion goals. 

In this example, clicking on Stage 1: Evaluation shows that profiles dropped out of the Lifecycle 118 times during the Evaluation stage, and profiles moved backwards to stage 0:Awareness a total of 237 times.


Differences between Lifecycle edit mode and reporting mode

As you toggle between edit mode and reporting mode for a Lifecycle, you'll notice changes in the number of profiles shown in each stage.

  • Edit mode: The stage statistic shows the current number of profiles eligible for this stage at this moment in time, given the current configuration. This count will change if you alter the configuration (even before you save changes).
  • Reporting mode: The stage statistic shows the number of profiles present in that stage for the time period you selected. This metric counts the number of profiles in the stage at the start of the time period plus the number of profiles that enter the stage during the set time period.

Lifecycle reporting metrics are based on profile counts for your saved configuration details. Save your changes to make sure they are counted in these metrics.

In reporting mode, the big blue number in the top right corner, next to the Save button (51k profiles in the example below) shows total number of profiles in the lifecycle during the selected time period (the last 30 days in the example shown below).