8.7.2.1 Accumulate Monthly Lead Statistics by Status Including Discard Reasons

Reference: Select Customers and Manage Programs Process Model - Page 5 for the associated business process diagram.

Group: Accumulate Statistics

Actor/Role: CC&B

Description: If there is a requirement to represent monthly statistics, CC&B calculates the number of open, completed and discarded leads each month. Open leads are calculated as the sum of pending and active leads. Application also accumulates statistics for the top 4 discard reasons each month. Statistics for all other discard reasons are accumulated in a catch-all “other” bucket.

This step is performed if enough time has elapsed to accumulate monthly statistics.

Entities to Configure

•	Program Management Configuration

Business Objects

•	C1-Initiative

Available Algorithms

•	C1-ACCSTAT(Accumulate Statistics status algo)