Jarrod Morris

Do you have a sales team? Do you use Infusionsoft Opportunity Records in your sales process? How would you like to know how much business has been closed as well as how much business is forecasted to close in a given timeframe? What if we could break that down by rep, stage and even new vs. existing customers?

First off, we’d like to say ‘thanks’ to all of you who have taken time to drop us a line or even call regarding your excitement about the Copy Widget and Copy Dashboard features we released a few weeks ago. We knew they would be helpful, but we severely underestimated the impact these new features would make with our users, so thank you for sharing that positive feedback.

Use this brand new feature to save hours every week.

We have a lot of users utilizing the Gross Revenue report template, many of whom have expressed a desire to pull out line items so they can arrive at a number that more closely reflects what they’re actually keeping…in other words – Net Revenue.

Wrapping up the month of May strong! This last week we finalized two super insightful report templates as well as a handful of performance enhancements to make Graphly a much snappier app. I hope that after reading this post, which I’d consider the cliff notes version, you’ll continue on to our in depth videos for these new templates.

Hello, hello.

Over the last few days we released a brand new reporting template related to opportunity records and we also added additional criteria to existing reporting templates, allowing you to produce entirely new reports. So here’s the breakdown…

We’ve been hard at work, creating new reports inside Graphly based on the feedback and input you’ve given us.

We’re excited to share some of the intel sales organizations and Ecommerce companies can now tap into. But first, a quick observation…