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Example Goal to Target High Value Prospects

Here is an example of Won and Lost rules for a goal to target high value prospects. A subset of customers have a much higher lifetime value and purchase amount. Marketing wants to find more prospects that are likely to spend big bucks.

Goal

Total Segment Size

Won Rules

Lost Rules

Historical Success Rates

Current customers spending X amount versus those on a free or small plan. 

20,000

4,000

Rule: > Closed/Won Opportunity Amount > $10000

16,000

Rule: Closed/Won Opportunity Amount < $1000

20%

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