Patent Document ID: 9082087
Application ID: 13204647
Patent Flag: 1

Claim One:
1. A system, comprising: a server in communication with a network and a database, and a software application stored on the server, the software application being executable by the server, and comprising computer instructions for: generating a custom revenue cycle model having a success path, the custom revenue cycle model including a plurality of stages and one or more transitions between different stages of the plurality of stages, wherein each of the plurality of stages is either a revenue stage or a detour stage, wherein the success path includes stages within the plurality of stages; receiving one or more transition rules from a user, where the received one or more transition rules define the one or more transitions between different stages of the plurality of stages, where each of the one or more transition rules controls movement of a lead along a corresponding transition from one stage to another stage within the custom revenue cycle model, wherein each of the one or more transition rules is defined by at least one trigger corresponding to one or more actions of the lead, wherein each of the one or more transition rules is mutually exclusive with respect to others of the one or more transition rules such that no more than one of the one or more transition rules controls movement of a given lead at a given time within the custom revenue cycle model; storing the custom revenue cycle model; observing one or more actions of one or more leads; generating, by an automated process, lead movements of the one or more leads between some of the plurality of stages by way of the one or more transitions based on the one or more transition rules, the lead movements generated by applying the one or more transition rules received from the user to the observed one or more actions of the one or more leads; tracking, by an automated process, the generated lead movements between different ones of the plurality of stages in the custom revenue cycle model; and generating a lead view interface for visual display on a display screen of a computing device, the lead view interface displaying the generated lead movements as tracked between different ones of the plurality of stages in the custom revenue cycle model.