Reports | Graphly

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.

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Hourly Order Activity

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

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Daily Order Activity

Shows the days people purchase from you.

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Daily & Hourly Tag Activity

Shows the day and time which tags are applied.

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Daily & Hourly Order Activity

Shows the day and time people purchase from you.

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Daily Tag Activity

This report shows the days which certain tags are applied.

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Opportunity Forecast

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

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Opportunity Funnel

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

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New Customers

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

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New Customer Value

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

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Order Attribution

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

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Opportunity Attribution

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

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Tag Attribution

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

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Lead Attribution

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

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Top Opportunity Attribution

See the UTM parameters responsible for opportunities getting created.

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Top Order Attribution

See the UTM parameters responsible for orders getting created.

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Top Tag Attribution

See the UTM parameters responsible for tags getting applied.

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Top Lead Attribution

See the UTM parameters responsible for list growth.

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Page Abandonment

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

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Page Conversion

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

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Average Time On Site

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

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Pages Per Visit

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

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Bounce Rate

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

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Returning Visitors

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

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Unique Visitors

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

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Visits

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

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Fields Consolidated

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

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Web Tracker Events

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

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Transactional Lifetime Value

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

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Lifetime Value

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

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Interval Lifetime Value

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

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Subscriptions Started

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

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Text Area Widget

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

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Units Sold

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

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Compare Tags

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

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Email List Health

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

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Tag Counter

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

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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).

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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).

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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).

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RFM (Recency, Frequency, Monetary)

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

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Tag Totals

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

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Opportunity Pipeline Summary

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

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Daily & Hourly Email Engagement

Shows the best day and time to send emails.

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Hourly Email Engagement

Shows the best time of the day to send emails.

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Daily Email Engagement

Shows the best days of the week to send emails.

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Product Revenue By Emails

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

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Email Revenue By Products

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

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Campaign Email Revenue

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

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Campaign Email Stats

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

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Appt|Note|Task Goal

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

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Appt|Note|Task By Action

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

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Appt|Note|Task by User

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

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Appt|Note|Task Summary

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

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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.

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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.

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Average Subscription Price

Find the average billing amount of your selected subscriptions.

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Subscription Lifetime Value

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

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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.

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Subscription Cancellations

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

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Refunds

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

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Payments Goal

Set a goal for the payments you want to collect.

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Payments

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

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Opportunities Won & Forecasted

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

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Net Revenue

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

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Days Between Contact and 1st Order

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

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Days Between Contact & Opportunity

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

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Days Between Opportunity Stages

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

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Opportunity Stage Goal

See what your pipeline revenue is based on selected stages.

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Product Category Revenue

See the product categories revenue over a period of time.

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Product Revenue

See the products revenue over a period of time.

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Days Between Tags

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

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Lead Sources By Tag

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

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Tags Applied Goal

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

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Tags Applied

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

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All Subscriptions Revenue Goal

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

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New Subscription Revenue Goal

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

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Product Category Revenue Goal

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

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Product Purchased Revenue Goal

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

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Invoice Total Due Date Goal

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

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Invoice Total Date Created Goal

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

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Gross Revenue

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

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Lead Sources By Product

Show the lead sources that generated the selected product sales.

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Products By Lead Source

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

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Leads

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

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Tag Funnel

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

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Top Performing Lead Sources

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

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