How to Set Up the Facebook/Infusionsoft Highlights Report

The Facebook/Infusionsoft Highlights Template gives you a quick snapshot of the following metrics, Revenue, costs, profit, CPL, EPL, ROI, new customers, repeat customers, average revenue, clicks, leads and sales.

Chart Tab

From the Chart tab, you’ll see this report only has one type.

Highlights is the only Chart Type.

Options Tab

First, we need to select the Facebook account we would like to build the report for.

Ad Account selected.

Next, we can narrow our results by look at specific campaigns, ad sets, and ads.

All campaigns, ad sets, and ads selected.

Next, we will choose our date range for when money was spent on ads.

Date range set to last 30 days.

By default Graphly will use the Facebook ad ID’s, while rarely needed, Graphly allows you to override Facebook Ad IDs and use UTMs instead by checking this box.

Option to override facebook ad id's with UTM's selected.

Revenue Options Tab

This tab pulls in revenue recorded in infusionsoft. We can calculate the revenue using Invoices, Opportunities, or both.

Revenue calculation set to both.

Under the Invoice Option we have Invoice Total and Total paid.

Invoice option set to Total Paid.

Now let’s look at the opportunity options, we can count revenue based on the products added to the opportunity, use the projected high, use the projected low, average the projected low and high or use the opportunity custom field with value.

Selected products set for the opportunity options.

Criteria Builder Tab

To add additional specifications to your  report use the Criteria Builder tab.

Criteria Builder options displayed.

Relevant Articles to Facebook/Infusionsoft Highlights

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