How to Set Up the Product Revenue Report
Learn how to create a Product Revenue report to display the revenue of a product over time. Search for the Template To begin, click the “+” icon on the Dashboard
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How to Configure the Product Revenue By Emails Report
This template shows you the Product Revenue for the emails you’ve selected. In other words, you have a campaign with many emails in it, and Graphly will show you which
How to Configure the Products By Lead Source Report
This template displays the net product sales from a selected lead source. In other words, you choose the lead source and Graphly will return the products that lead source is
How to Configure the Refunds Report
This report displays all refunds processed during a given time frame. Display Tab There are four options available to you for the chart type. Any of them will work, but
How to Set Up the Fields Consolidated Report
The Fields Consolidated template allows you to see the number of fields Graphly has consolidated based on logic of your choosing. Search for the Fields Consolidated Template To begin, click
How to Set Up the Opportunity Funnel Report
The Opportunity Funnel report brings absolute clarity to where opportunities are being won, lost, and what the overall conversion of your pipeline is. Search for the Opportunity Funnel Template To
How to Set Up the Opportunity Pipeline by Rep Report
The Opportunity Pipeline by Rep template shows the number of opportunities in each stage or the potential revenue in each stage by rep. Search for the Opportunity Pipeline by Rep
How to Configure the Opportunity Pipeline Summary Report
This report gives you the ability to focus on the Revenue by stage, or the count of opportunities in each stage, aka your opportunity pipeline summary. Display Tab First, select
How to Configure the Opportunity Stage Goal Report
This template displays your pipeline revenue by Opportunity Stage. Display Tab In the chart tab, you will see that there is only one chart type which is Solid Gauge. Settings
How to Set Up the Order Counter Report
The Order Counter template gives you a snapshot by either showing a total count of orders that meet certain criteria, a sum, a max, a minimum, or average. Search for