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Example Goal for Cross-Sell Opportunity

Here is an example of Won and Lost rules for a cross-sell opportunity goal. Marketing identifies current customers that have product X and are likely to also buy product Y.

Goal

Total Segment Size

Won Rules

Lost Rules

Historical Success Rates

Current customers with Product X that are likely to purchase Product Y.

150,000

25,000

Rule: Account Product Type = ProductX & ProductY

125,000

Rule 1: Account Product Type = ProductX

Rule 2: Opportunity for Product Y=Closed Lost / Disqualified

14%

 

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