How to Set Up the Subscriptions Started Report
The Subscriptions Started template allows you to see the number of subscriptions that have started over a given date range. Search for the Subscriptions Started Template To begin, click the
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How to Configure the Subscription Tenure Report
The Subscription Tenure template shows how long you can expect a customer to remain actively subscribed based on a given date range. Chart Tab Display Type From the Chart tab
How to Configure the Tag Growth Report
This template allows you to see the growth of your contacts with specific tags over time, or in other words, the tag growth. Setting Up the Tag Growth Report To
How to Configure the Tag Counter Report
This template gives you a current snapshot by showing a total number of tags that meet certain criteria. Then, in addition to seeing your current numbers, Graphly will compare your
How to Configure the Tag Totals Report
The Tag Totals template shows the total number of contacts that have a specific tag or tags. Search for the Tag Totals Template To begin, click the + icon on
How to add a Custom Text Area Widget to your Dashboard
This template allows you to add custom notes, messages, images, tables and more, anywhere on your dashboard. These widgets are usually static text areas that are used as a point
How to Set Up the Tag Leaderboard Report
If you have ever wanted to see the tags that are getting applied the most, this report is for you. The Tag Leaderboard template shows the leaderboard sorted by tags
How to Set Up the Payments Report Template
The Payments template displays all payments received during a given time frame. To begin, click the “+” icon on your Dashboard then type “payments” into the search bar. Then select
How to Set Up the Payments Goal Report
The Payments Goal template displays all payments received during a given time frame toward a revenue goal you’ve set. Search for the Payments Goal Template To begin, click the “+”
How to Configure the Pipeline Digression Report
The Pipeline Digression template shows backwards movement of opportunities in the sales process, giving you an idea of which leads may need extra attention. Display Tab The Chart tab is