This template displays the revenue generated by each email in a campaign sequence. To begin, click the “+” icon on your dashboard and type “Campaign” in the search bar. Then select the “Campaign Email Revenue” template.
This report is best viewed as a column or bar. I’ll select column.
If you click the show total amount check box, Graphly will total the revenue generated by each email and display it on the top right-hand corner of the graph. This is ideal for rolling up revenues in order to measure the performance of an entire sequence. You may want to name this widget the name of the sequence in your campaign.
Now go to the “Options” tab. Add all of the emails that you wish to track by selecting their Click tags.
Next, select the tag category in Infusionsoft that houses all of your click tags. This helps Graphly loop through the data more quickly, giving you a snappy widget.
Now define the time frame you wish to look at based on when the click took place. Essentially, based on when the tag was applied.
The next couple of settings are important as you can tell many different stories with this one report template. You can count revenue using the first invoice created after the click or you can count revenue based on all invoices after the click. At least until a new click has occurred.
This next setting can greatly impact the way the graph displays. If you set this to one day, you will only see revenue that was brought in the same day that the click took place. If you set it to 30, you’ll see a much larger amount being attributed to a specific click. You decide what number works best for you.
Next we define how the revenue is calculated. You can base it on invoice total or the amount paid on invoices.
This final option allows you to include refunded invoices. By default, Graphly will exclude refunded voices.
For ultimate control and customization, continue using the Criteria Builder to include additional rules and requirements to the report.
Lastly, feel free to set alerts in the Alerts tab for if your values rise above, or fall below a threshold of your choosing.
Once you have your alerts set, click “Save Preferences” on This Widget.