Selecting a Control Group

After selecting a goal, proceed to selecting a control group that represents the opposite of your chosen success criteria, such as an undesired goal.

Selecting a Goal of Your Control Group

  1. Click Select a goal... (1).
  2. Select an option from the drop-down list. Options displayed depend on the data sources you connected to the Dealtale platform. In this example, select Salesforce Lead (2) so we can analyze unqualified leads that didn't mature into an opportunity.
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Naming the Control Group

  1. Upon selecting the Control Group (1), the Name field (2) and the Select Time Dimension field (3) (which is pre-populated depending on the selected control group) appear. Modifying the pre-selected Time Dimension is detailed in the next few sections in this page.
  2. In the Name field, choose a name that easily describes the control group. In this example, we named it "Unqualified Leads" (2).
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Filtering the Control Group

You can filter the selected control group by following these steps:

  1. Click + filter (1) found on the upper right corner of the Select Control Group box.
    Note: You can use the Filter feature as many times as you want to refine your data.
  2. Click in the filter by field (2) to select a property.
  3. Select an option from the drop-down list. Options displayed depend on the data sources you connected to the Dealtale platform. In this example, we select status (3) so we can further define the unqualified lead status.
    Note: To search for an option in a long list, type in a few characters of the property name and it will be populated in the menu so you can easily select it.
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  1. Upon selecting a property, two more fields appear on the right.
    Note: Drop-down options displayed in the middle and right fields depend on the property selected in the left field.
  2. Select an operator by clicking on the middle field to display drop-down options. In this example, we retain the default equals selection.
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  1. From the drop-down options in the left field, we select inactive, non responsive, not relevant, and on hold. This will leave us with only leads that were disqualified and did not mature into an opportunity.
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Selecting a Time Dimension

When selecting the goal of your control group, the pre-populated Select Time Dimension field appears. You can, however, modify the selection by clicking on it and selecting from the drop-down options.
In this example, we retain the createdate selection so we can look at the unqualified leads by their creation date.
Note: To search for an option in a long list, type in a few characters of the property name and it will be populated in the menu so you can easily select it.

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