Reports

Checkout Graphly’s growing library of reports and report templates.

How it works

Graphly has over 150 Report Templates. A template simply guides you in a direction, pulling data from specific tables. Each report template can produce 5, 10, 15+ reports depending on how you configure the options and what statements you add to the criteria builder. If you don’t see a report you’re looking for, please let us know.

Hourly Tag Activity

Shows the time of day which tags are applied.

Hourly Order Activity

Shows the time of the day that people purchase from you.

Daily Order Activity

Shows the days people purchase from you.

Daily & Hourly Tag Activity

Shows the day and time which tags are applied.

Daily & Hourly Order Activity

Shows the day and time people purchase from you.

Daily Tag Activity

This report shows the days which certain tags are applied.

Opportunity Forecast

Forecast the adjusted revenue of active opportunities based on the stage probability.

Opportunity Funnel

Shows the conversion rate and exit rate of any stage in your pipeline.

New Customers

See the total number of new customers over a given time frame.

New Customer Value

See the average, high, low of new customers first purchase.

Order Attribution

Select the UTM parameters you want to see for orders getting created.

Opportunity Attribution

Select the UTM parameters you want to see for opportunities getting created.

Tag Attribution

Select the UTM parameters you want to see for tags getting applied.

Lead Attribution

Select the UTM parameters you want to see for list growth.

Top Opportunity Attribution

See the UTM parameters responsible for opportunities getting created.

Top Order Attribution

See the UTM parameters responsible for orders getting created.

Top Tag Attribution

See the UTM parameters responsible for tags getting applied.

Top Lead Attribution

See the UTM parameters responsible for list growth.

Page Abandonment

See the abandons of a page over a given date range.

Page Conversion

See how a page converts to the next page over a given date range.

Average Time On Site

See the average time on your site for each visit, over a given date range.

Pages Per Visit

See the average pages viewed for each visit to your website over a given date range.

Bounce Rate

See the average bounce rate of visits to your website over a given date range.

Returning Visitors

See the number of returning visitors to your website over a given date range.

Unique Visitors

See the number of unique visitors to your website over a given date range.

Visits

See the number of visits to your website over a given date range.

Fields Consolidated

See the number of contacts that were updated because of the field consolidator over a given date range.

Web Tracker Events

See the number of contacts that Graphly's Web Tracker set the lead source or address fields for you.

Transactional Lifetime Value

See the lifetime value at the very first transaction as well as at other transactions of your choosing.

Lifetime Value

See the trend of the current lifetime value of your customers throughout a time frame you choose.

Interval Lifetime Value

See the lifetime value at various time intervals of your choosing throughout the customer life cycle.

Subscriptions Started

See the number of subscriptions that have started over a given date range.

Text Area Widget

Add custom notes, messages, images, tables and more - anywhere on your dashboard.

Units Sold

See the number of units sold for each product you select over a given date range.

Compare Tags

Compare the number of contacts with tags to each other or to your entire list in a pie chart.

Email List Health

Shows a breakdown of the different email status for your email list.

Tag Counter

Shows the current value, trend, goal, average and best with the ability to display the number of contacts with the selected tags.

Subscription Counter

Shows the current value, trend, goal, average and best with the ability to display the count, sum, average, min or max (for subscription records).

Order Counter

Shows the current value, trend, goal, average and best with the ability to display the count, sum, average, min or max (for order records).

Contact Counter

Shows the current value, trend, goal, average and best with the ability to display the count, sum, average, min or max (for contact records).

RFM (Recency, Frequency, Monetary)

Identify your best customers and discover the common lead sources and tags they share.

Tag Totals

Shows the total number of contacts with each selected tag. Can limit by date range.

Opportunity Pipeline Summary

Shows a breakdown of the number or the revenue in each of your opportunity stages.

Daily & Hourly Email Engagement

Shows the best day and time to send emails.

Hourly Email Engagement

Shows the best time of the day to send emails.

Daily Email Engagement

Shows the best days of the week to send emails.

Product Revenue By Emails

Shows the product(s) revenue for the emails you’ve selected.

Email Revenue By Products

Shows the emails responsible (and revenue) for selling the products you’ve selected.

Campaign Email Revenue

Show the revenue generated by each email in a campaign sequence.

Campaign Email Stats

Show the opens, clicks, and conversions for each email in a campaign sequence.

Appt|Note|Task Goal

Set a goal for appointments, notes, and tasks for you users and track progress towards it.

Appt|Note|Task By Action

Show the appointments, notes, and tasks for each Action Type to compare them to each other.

Appt|Note|Task by User

Show the appointment, notes, and tasks for each user to compare them to each other.

Appt|Note|Task Summary

Show the appointments, notes, and/or tasks summary that have been completed accrues a given date range.

Value/Lead By Tags

Calculate the value that each lead and/or customer is worth based on a tag(s) getting applied. Set the time frame of how many days after the tags are applied to count revenue.

Value/Lead By Lead Source

Calculate the value that each lead and/or customer is worth based on the lead source(s). Set the time frame of how many days after a lead is created to count revenue.

Average Subscription Price

Find the average billing amount of your selected subscriptions.

Subscription Lifetime Value

Shows the Lifetime Value of your customers for your selected subscriptions.

Subscription Attrition

Show the attrition rate over a period of time. Attrition is calculated by the number of cancelled subscriptions divided by the active subscriptions within the same time frame.

Subscription Cancellations

Show the number of subscriptions that are cancelled or inactivated during a given time frame.

Refunds

Show the amount of refunds that are processed in a given time frame.

Payments Goal

Set a goal for the payments you want to collect.

Payments

Display all your payments to view the amount of money you actually have collected during a time frame.

Opportunities Won & Forecasted

Displays the revenue from your WON opportunities and forecasts the revenue from your OPEN opportunities.

Net Revenue

Display the revenue from invoices subtracting all shipping, tax, and cost of good.

Days Between Contact and 1st Order

Calculate the number of days it takes from a contact being created to its 1st order.

Days Between Contact & Opportunity

Calculate the days between when a contact was created and when the first opportunity was created for the contact.

Days Between Opportunity Stages

Calculate the number of days it takes for opportunities to move between stages.

Opportunity Stage Goal

See what your pipeline revenue is based on selected stages.

Product Category Revenue

See the product categories revenue over a period of time.

Product Revenue

See the products revenue over a period of time.

Days Between Tags

Calculate the number of days between when tags get applied. Show average as well as break down and see the details.

Lead Sources By Tag

Show the lead sources that attributed to the selected tag getting applied.

Tags Applied Goal

Set a goal of how many tags get applied during a certain period of time and track your progress towards it.

Tags Applied

See how many tags get applied to contacts during a period of time.

All Subscriptions Revenue Goal

Set a goal for all subscriptions revenue and track progress towards it.

New Subscription Revenue Goal

Set a goal the new subscriptions revenue and track progress towards it.

Product Category Revenue Goal

Set a product category purchased revenue goal base on the timeframe that they purchased and track progress towards it.

Product Purchased Revenue Goal

Set a product purchased revenue goal based on the timeframe that they purchased.

Invoice Total Due Date Goal

Set an invoice total goal based on the Due Date and see your progress towards it.

Invoice Total Date Created Goal

Set an invoice total goal and see your progress towards it.

Gross Revenue

Displays invoice totals, total collected and the number of transactions that represent the revenue.

Lead Sources By Product

Show the lead sources that generated the selected product sales.

Products By Lead Source

Show the net product sales (subtracts discounts), from a selected lead source.

Leads

Show the total number of leads coming in within a date range.

Tag Funnel

Displays the number of contacts in a list of tags over a given date range.

Top Performing Lead Sources

Stop throwing money after bad lead sources and start investing in the ones that are thriving.

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