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.

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Hourly Tag Activity

Shows the time of day which tags are applied.

Setup Report

Hourly Order Activity

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

Setup Report

Daily Order Activity

Shows the days people purchase from you.  …

Setup Report

Daily & Hourly Tag Activity

Shows the day and time which tags are applied.

Setup Report

Daily & Hourly Order Activity

Shows the day and time people purchase from you.

Setup Report

Daily Tag Activity

This report shows the days which certain tags are applied…

Setup Report

Opportunity Forecast

Forecast the adjusted revenue of active opportunities bas…

Setup Report

Opportunity Funnel

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

Setup Report

New Customers

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

Setup Report

New Customer Value

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

Setup Report

Order Attribution

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

Setup Report

Opportunity Attribution

Select the UTM parameters you want to see for opportuniti…

Setup Report

Tag Attribution

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

Setup Report

Lead Attribution

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

Setup Report

Top Opportunity Attribution

See the UTM parameters responsible for opportunities gett…

Setup Report

Top Order Attribution

See the UTM parameters responsible for orders getting cre…

Setup Report

Top Tag Attribution

See the UTM parameters responsible for tags getting appli…

Setup Report

Top Lead Attribution

See the UTM parameters responsible for list growth.

Setup Report

Page Abandonment

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

Setup Report

Page Conversion

See how a page converts to the next page over a given dat…

Setup Report

Average Time On Site

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

Setup Report

Pages Per Visit

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

Setup Report

Bounce Rate

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

Setup Report

Returning Visitors

See the number of returning visitors to your website over…

Setup Report

Unique Visitors

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

Setup Report

Visits

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

Setup Report

Fields Consolidated

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

Setup Report

Web Tracker Events

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

Setup Report

Transactional Lifetime Value

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

Setup Report

Lifetime Value

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

Setup Report

Interval Lifetime Value

See the lifetime value at various time intervals of your …

Setup Report

Subscriptions Started

See the number of subscriptions that have started over a …

Setup Report

Text Area Widget

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

Setup Report

Units Sold

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

Setup Report

Compare Tags

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

Setup Report

Email List Health

Shows a breakdown of the different email status for your …

Setup Report

Tag Counter

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

Setup Report

Subscription Counter

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

Setup Report

Order Counter

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

Setup Report

Contact Counter

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

Setup Report

RFM (Recency, Frequency, Monetary)

Identify your best customers and discover the common lead…

Setup Report

Tag Totals

Shows the total number of contacts with each selected tag…

Setup Report

Opportunity Pipeline Summary

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

Setup Report

Daily & Hourly Email Engagement

Shows the best day and time to send emails.

Setup Report

Hourly Email Engagement

Shows the best time of the day to send emails.

Setup Report

Daily Email Engagement

Shows the best days of the week to send emails.

Setup Report

Product Revenue By Emails

Shows the product(s) revenue for the emails you’ve sele…

Setup Report

Email Revenue By Products

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

Setup Report

Campaign Email Revenue

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

Setup Report

Campaign Email Stats

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

Setup Report

Appt|Note|Task Goal

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

Setup Report

Appt|Note|Task By Action

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

Setup Report

Appt|Note|Task by User

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

Setup Report

Appt|Note|Task Summary

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

Setup Report

Value/Lead By Tags

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

Setup Report

Value/Lead By Lead Source

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

Setup Report

Average Subscription Price

Find the average billing amount of your selected subscrip…

Setup Report

Subscription Lifetime Value

Shows the Lifetime Value of your customers for your selec…

Setup Report

Subscription Attrition

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

Setup Report

Subscription Cancellations

Show the number of subscriptions that are cancelled or in…

Setup Report

Refunds

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

Setup Report

Payments Goal

Set a goal for the payments you want to collect.

Setup Report

Payments

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

Setup Report

Opportunities Won & Forecasted

Displays the revenue from your WON opportunities and fore…

Setup Report

Net Revenue

Display the revenue from invoices subtracting all shippin…

Setup Report

Days Between Contact and 1st Order

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

Setup Report

Days Between Contact & Opportunity

Calculate the days between when a contact was created and…

Setup Report

Days Between Opportunity Stages

Calculate the number of days it takes for opportunities t…

Setup Report

Opportunity Stage Goal

See what your pipeline revenue is based on selected stage…

Setup Report

Product Category Revenue

See the product categories revenue over a period of time.…

Setup Report

Product Revenue

See the products revenue over a period of time.

Setup Report

Days Between Tags

Calculate the number of days between when tags get applie…

Setup Report

Lead Sources By Tag

Show the lead sources that attributed to the selected tag…

Setup Report

Tags Applied Goal

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

Setup Report

Tags Applied

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

Setup Report

All Subscriptions Revenue Goal

Set a goal for all subscriptions revenue and track progre…

Setup Report

New Subscription Revenue Goal

Set a goal the new subscriptions revenue and track progre…

Setup Report

Product Category Revenue Goal

Set a product category purchased revenue goal base on the…

Setup Report

Product Purchased Revenue Goal

Set a product purchased revenue goal based on the timefra…

Setup Report

Invoice Total Due Date Goal

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

Setup Report

Invoice Total Date Created Goal

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

Setup Report

Gross Revenue

Displays invoice totals, total collected and the number o…

Setup Report

Lead Sources By Product

Show the lead sources that generated the selected product…

Setup Report

Products By Lead Source

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

Setup Report

Leads

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

Setup Report

Tag Funnel

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

Setup Report

Top Performing Lead Sources

Stop throwing money after bad lead sources and start inve…

Setup Report