Reports

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 bas…

Opportunity Funnel

Shows the conversion rate and exit rate of any stage in y…

New Customers

See the total number of new customers over a given time f…

New Customer Value

See the average, high, low of new customers first purchas…

Order Attribution

Select the UTM parameters you want to see for orders gett…

Opportunity Attribution

Select the UTM parameters you want to see for opportuniti…

Tag Attribution

Select the UTM parameters you want to see for tags gettin…

Lead Attribution

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

Top Opportunity Attribution

See the UTM parameters responsible for opportunities gett…

Top Order Attribution

See the UTM parameters responsible for orders getting cre…

Top Tag Attribution

See the UTM parameters responsible for tags getting appli…

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 dat…

Average Time On Site

See the average time on your site for each visit, over a …

Pages Per Visit

See the average pages viewed for each visit to your websi…

Bounce Rate

See the average bounce rate of visits to your website ove…

Returning Visitors

See the number of returning visitors to your website over…

Unique Visitors

See the number of unique visitors to your website over a …

Visits

See the number of visits to your website over a given dat…

Fields Consolidated

See the number of contacts that were updated because of t…

Web Tracker Events

See the number of contacts that Graphly’s Web Tracker set…

Transactional Lifetime Value

See the lifetime value at the very first transaction as w…

Lifetime Value

See the trend of the current lifetime value of your custo…

Interval Lifetime Value

See the lifetime value at various time intervals of your …

Subscriptions Started

See the number of subscriptions that have started over a …

Text Area Widget

Add custom notes, messages, images, tables and more – any…

Units Sold

See the number of units sold for each product you select …

Compare Tags

Compare the number of contacts with tags to each other or…

Email List Health

Shows a breakdown of the different email status for your …

Tag Counter

Shows the current value, trend, goal, average and best wi…

Subscription Counter

Shows the current value, trend, goal, average and best wi…

Order Counter

Shows the current value, trend, goal, average and best wi…

Contact Counter

Shows the current value, trend, goal, average and best wi…

RFM (Recency, Frequency, Monetary)

Identify your best customers and discover the common lead…

Tag Totals

Shows the total number of contacts with each selected tag…

Opportunity Pipeline Summary

Shows a breakdown of the number or the revenue in each of…

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 sele…

Email Revenue By Products

Shows the emails responsible (and revenue) for selling th…

Campaign Email Revenue

Show the revenue generated by each email in a campaign se…

Campaign Email Stats

Show the opens, clicks, and conversions for each email in…

Appt|Note|Task Goal

Set a goal for appointments, notes, and tasks for you use…

Appt|Note|Task By Action

Show the appointments, notes, and tasks for each Action T…

Appt|Note|Task by User

Show the appointment, notes, and tasks for each user to c…

Appt|Note|Task Summary

Show the appointments, notes, and/or tasks summary that h…

Value/Lead By Tags

Calculate the value that each lead and/or customer is wor…

Value/Lead By Lead Source

Calculate the value that each lead and/or customer is wor…

Average Subscription Price

Find the average billing amount of your selected subscrip…

Subscription Lifetime Value

Shows the Lifetime Value of your customers for your selec…

Subscription Attrition

Show the attrition rate over a period of time. Attrition …

Subscription Cancellations

Show the number of subscriptions that are cancelled or in…

Refunds

Show the amount of refunds that are processed in a given …

Payments Goal

Set a goal for the payments you want to collect.

Payments

Display all your payments to view the amount of money you…

Opportunities Won & Forecasted

Displays the revenue from your WON opportunities and fore…

Net Revenue

Display the revenue from invoices subtracting all shippin…

Days Between Contact and 1st Order

Calculate the number of days it takes from a contact bein…

Days Between Contact & Opportunity

Calculate the days between when a contact was created and…

Days Between Opportunity Stages

Calculate the number of days it takes for opportunities t…

Opportunity Stage Goal

See what your pipeline revenue is based on selected stage…

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 applie…

Lead Sources By Tag

Show the lead sources that attributed to the selected tag…

Tags Applied Goal

Set a goal of how many tags get applied during a certain …

Tags Applied

See how many tags get applied to contacts during a period…

All Subscriptions Revenue Goal

Set a goal for all subscriptions revenue and track progre…

New Subscription Revenue Goal

Set a goal the new subscriptions revenue and track progre…

Product Category Revenue Goal

Set a product category purchased revenue goal base on the…

Product Purchased Revenue Goal

Set a product purchased revenue goal based on the timefra…

Invoice Total Due Date Goal

Set an invoice total goal based on the Due Date and see y…

Invoice Total Date Created Goal

Set an invoice total goal and see your progress towards i…

Gross Revenue

Displays invoice totals, total collected and the number o…

Lead Sources By Product

Show the lead sources that generated the selected product…

Products By Lead Source

Show the net product sales (subtracts discounts), from a …

Leads

Show the total number of leads coming in within a date ra…

Tag Funnel

Displays the number of contacts in a list of tags over a …

Top Performing Lead Sources

Stop throwing money after bad lead sources and start inve…