This template gives you clarity into how much value is created x number of days after a tag has been applied to the contact record.
To begin, click the “+” icon on the Dashboard and type “value” into the search bar. Then select the “Value/Lead By Tags” template.
There are four chart types available, I will select the Area type. You also have the option to stack the data by checking the Stack box.
Check the “Show Total Number” box to show the two averages, measured in dollars, in the top right-hand corner.
Navigate to the “Options” Tab and select the tags you wish to measure and select how long you want to track revenue.
Next, determine your revenue calculation.
Next, you need to tell Graphly when you want to begin counting data, meaning, when the tag was applied to the data.
Then select the value to show. There are three options: Show the value per lead, Show the value per customer, or Show both.
For ultimate control and customization, use 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.