3 New Revenue Reports

revenue reports bar graph

Today’s product update is a response to numerous report requests from our customers. While we have a queue of reports we’re building determined by more than a decade of consulting businesses, we truly appreciate the feedback from our existing customer base that spans so many niches, industries and unique business models.

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Opportunity Funnel (New Report)

opportunity funnel

Why do so many sales leaders stress over pipeline stages or the steps in their opportunity funnel? The answer is simple: your company’s sales process is the road that every prospect walks down to become a customer, and opportunity funnel stages are what pave that road. This is one area of your business that deserves both attention and intention to get right.

What’s a New Customer Worth?

new customer value

Graphly has been known for it’s order reports that give deep insights into invoices, payments, outstanding balances, subscriptions, cancellations, refunds and a whole lot more. But we were missing one thing – helping our users distinguish new customers from repeat customers. And possibly more importantly, what’s a new customer worth?

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Attribution: Over 660 Reports in 4 Easy to Use Templates

four attribution reports

New Reports Inside! So, you’ve been using Graphly’s new Web Tracker and are discovering the value of accurately setting lead sources and utilizing the source data in certain Graphly reports. Congrats, you’ve laid the foundation for some pretty amazing insights to come your way.

(Oh wait, you haven’t implemented Web Tracker yet? You can catch up to the rest of us here: https://web.graphly.io./web-tracker)

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