How to Set Up the Email Revenue By Products Report

The Email Revenue by Products template shows the emails responsible for selling the products you’ve selected. In other words, you identify a product that you want to sell, and Graphly will show you which emails are best at selling that product.

Search for the Email Revenue by Products Report

To begin, click the “+” icon on your dashboard. Then type “Email Revenue” into the search bar and select the “Email Revenue By Products” template.

Chart Tab

This report is best viewed with the Column or Bar chart type. I’ll leave mine on Column.

Select the display type from the drop down.

If you click the check box Show Total Amount, Graphly will total the revenue generated by each individual 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. So you may consider renaming this widget as the name of the sequence in the campaign.

Check this box to display the total in the top right of the report.

Options Tab

Navigate over to the Options tab. Then choose all of the products you wish to measure.

Select the products you want to track.

Next, select the tag category inside Infusionsoft that houses your click tags. This helps Graphly loop through the data more quickly, so that you get a snappy widget.

Select the Click Tag category from Infusionsoft.

Now define the time frame you want to look at based on when the invoice was created. I’ll choose Month to Date and choose Daily Intervals.

Select your date range and display intervals.

The next couple of settings are important, as you can tell many different stories with this single report template. Under Include Invoices you can either count revenue on just the first invoice created after the click, or you can count revenue on all invoices after the click. Or at least until a new click has occurred.

Select which invoices you would like to include.

This next setting can greatly impact the data returned as well. If I set this to 1 day, I’m going to only see revenue that was brought in the same day after a click took place. If I set this to 30 I’ll see a much larger amount being attributed to a specific click. You decide what number works best for you.

Set an outlier in days for your invoices.

Next you’ll define how the revenue is calculated. You can use Invoice Totals or the Amount Paid on Invoices.

Select how you want the revenue to be calculated.

This final option allows you to include refunded invoices. By default, Graphly will exclude refunded Invoices.

Check this box to exclude refunded invoices from the reporting.

Criteria Builder Tab

For ultimate control and customization, continue using the Criteria Builder to include additional rules and requirements to the report.

Use the criteria Builder to filter the report further.

Once you have your alerts set, click Save Preferences on This Widget.

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