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.
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.
Opportunity Attribution
Select the UTM parameters you want to see for opportunities getting created.
Top Opportunity Attribution
See the UTM parameters responsible for opportunities getting created.
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.
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.
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.
Email Revenue By Products
Shows the emails responsible (and revenue) for selling the products you’ve selected.
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.
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.
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.
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.
Products By Lead Source
Show the net product sales (subtracts discounts), from a selected lead source.
Top Performing Lead Sources
Stop throwing money after bad lead sources and start investing in the ones that are thriving.