L
Luis Gerardo Peña
Business Problem
Teams need visibility into which contacts moved through specific Lifecycle stages during a defined time period. Currently, exports only reflect a contact’s current stage, not their historical stage transitions.
This makes it difficult to analyze performance over time or evaluate process effectiveness.
Current Limitation
  • Contacts can only be exported based on their current Lifecycle stage.
  • There is no way to export contacts based on historical stage changes.
  • Stage transition data is not available as a downloadable log.
Desired Outcome
Provide an exportable Lifecycle update log that includes:
  • Contact ID / Name
  • Lifecycle stage
  • Date entered stage
  • (Optional) Date exited stage
  • (Optional) Duration in stage
Users should be able to filter by:
  • One or multiple Lifecycle stages
  • A defined date range
Impact
  • Analyze stage performance over time
  • Measure conversion effectiveness by period
  • Cross-reference stage transitions with billing, CRM, or BI tools
  • Enable deeper operational and campaign analysis