Patent Document ID: 20160012369
Application ID: 14798309
Patent Flag: 0

Claim One:
1. A method for revenue cycle tracking, comprising: generating a revenue cycle model including a plurality of revenue stages and at least one detour stage, the plurality of revenue stages including a lead engagement stage and a closed/won stage, wherein some of the plurality of revenue stages form a success path from the lead engagement stage to the closed/won stage, and wherein each of the at least one detour stage is positioned outside of the success path; generating transition rules to control movement of a lead between different stages within the revenue cycle model based on automated detection of triggers corresponding to monitored lead activities, wherein at least one of the transition rules directs the lead to move from a later revenue stage of the success path to one of the at least one detour stage so as to recycle the lead back into the success path at an earlier revenue stage that occurs at some point in the success path before the later revenue stage; detecting, by an automated process, triggers corresponding to monitored lead activities; moving, by an automated process, the lead through the revenue cycle model based on the detected triggers; and generating a lead view interface for visual display on a display screen of a computing device, the lead view interface displaying an indication of the movement of the lead through the revenue cycle model.