Lifecycles
The Lifecycles dashboard tracks how accounts progress through lifecycle stages in Liferay Data Platform (LDP). It uses behavioral, CRM, and product usage data to classify accounts and surface trends such as stalled progression and churn risk.
The lifecycle configuration defines the conditions an account must meet to enter each stage. See Configuring the Account Lifecycle. Until the lifecycle is configured, the dashboard shows an empty state instead of metrics. See Troubleshooting Empty States for what each one means.
To access the dashboard, click Lifecycles in the Touchpoints section of the navigation menu.
The Lifecycles dashboard requires a Liferay Data Platform subscription. It doesn’t appear in the navigation menu of a Liferay Analytics Cloud workspace. Analytics Cloud is a separate product with its own subscriptions.
Global Filters and Overview Cards
Use the All Industries and All Countries (1) drop-down menus to filter the dashboard by industry or country.
Use the All Segments drop-down menu in the same row to narrow the dashboard to the accounts in a single audience segment. For more information, see Filtering and Sharing Dashboard Views.
The Overview section highlights three key metrics over a fixed 90-day window that ends yesterday:
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Net New Pipeline Generated (2): The number of accounts that entered the Pipeline stage, excluding cross-sells, upsells, and renewals.
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Stalled Accounts (3): The number of accounts that have stayed in a stage longer than that stage’s Max Time in Stage.
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At Risk Accounts (4): Accounts showing declining usage or other signals associated with potential churn.
The dates beside the filters show the window. The Overview cards count accounts when the dashboard loads, based on the latest stage update. Each card also shows a percentage trend. For Net New Pipeline Generated, the trend compares the last 90 days’ count with the count for the 90 days before them. For the other two cards, the trend compares the current count with the count 90 days earlier.
Accounts by Stage Funnel
The Lifecycle Stages section (5) displays account distribution across lifecycle stages.
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Conversion percentages: Show the percentage of accounts that progress from one stage to the next.
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Stage summaries: Show the number of accounts in each stage, their percentage of the total dataset, and recent activity status.
Each stage summary counts the accounts in the stage at the latest stage update. At-Risk has no stage summary. The conversion percentages cover the last 90 days.
Each stage summary also shows the average number of days that accounts spent in the stage over the last 90 days. The average includes only accounts that entered the stage in those 90 days and have since left it. When no such account exists, or each one spent less than a day in the stage, the summary shows a no-activity label in place of the average.
Lifecycle Stages
LDP places each account in a stage according to the conditions configured for the lifecycle. The six stages and their order are fixed. Each stage carries an editable default description set in the lifecycle configuration, so the descriptions below state each stage’s intent rather than the text your workspace shows.
| Stage | Description |
|---|---|
| Aware | The account is identified and shows interest in the product. |
| Engaged | The account has interacted with marketing campaigns or other tracked activities. |
| Pipeline | The account is associated with an active sales opportunity. |
| Onboarding | The account recently became a customer and is in the onboarding process. |
| Established | The account has reached defined adoption or success milestones. |
| At-Risk | The account shows signals that indicate reduced engagement or potential churn. |
LDP updates stage assignments about every six hours. A stage change appears on the dashboard only after a stage update records it, which can be six hours or more after the account’s data changes. The account’s time in its new stage starts at that update.
At each stage update, if an account meets the conditions of several stages, LDP places it in the one that comes last in the table.
An account that meets no stage’s conditions stays in its current stage until it meets another stage’s conditions. An account that has never met any stage’s conditions is in no stage, and no stage summary counts it.
Accounts Table
The Accounts table (6) shows the organization records included in the dashboard metrics.
You can filter, sort, search, and save views to analyze specific account groups.
To list one stage’s accounts in the Accounts table, click Filter By [Stage Name] beside the stage’s name in its stage summary. To list At-Risk accounts, choose At Risk in the table’s Status filter. To list every stage again, click Remove Filter (
) on the Status filter’s label.
The table and the stage summaries show the same stage for each account. However, the table opens with its Active Individuals filter set to Last 30 days, so it lists only accounts with activity in the 30 days before today. The stage summaries apply no activity filter, so the table can list fewer accounts than the stage summary counts.
To include accounts with older activity, choose a longer range in the Active Individuals filter, or click Remove Filter () on its label. Each click of Filter By [Stage Name] restores the Last 30 days filter, so change it after you click.
Accounts the Dashboard Counts
The dashboard counts only accounts that have data from a connected data source. The data source must be assigned to the property the lifecycle was created in, or its data must be available in all properties. This rule applies to the Overview cards, the stage summaries, the conversion percentages, and the rows of the Accounts table.
Every property in the workspace shows the same lifecycle, so selecting another property in the Property menu at the top of the sidebar doesn’t change which accounts the dashboard counts.
The dashboard leaves out an account whose only data comes from a disconnected data source, even though that data remains in LDP.
To include a connected data source’s accounts in the dashboard, go to Settings → Data Sources and select the data source. In its Assigned Properties card, assign the data source to the property the lifecycle was created in, or make its data available in all properties. Only an Administrator or Owner of the workspace can change these assignments. The data source’s accounts appear in the counts the next time the dashboard loads.
If the data sources for the property you’re viewing hold no account data, the dashboard shows the No Account Data Available empty state instead of metrics. Unlike the counts, this check uses the property you’re viewing, not the property the lifecycle was created in. This empty state appears after LDP finishes processing the lifecycle. For the other empty states, see Troubleshooting Empty States.
Email Notifications
You can receive email when accounts enter a lifecycle, change stage, or become stalled. To choose the notification types and the Email Frequency, see Email Notifications.