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 products those emails are best at selling.
Setting Up the Product Revenue By Emails Report
To begin, click the “+” icon on your dashboard and type “Product Revenue” into the search bar. Then select the “Product Revenue By Emails” template.
This report is best viewed with the column or bar chart type. As you can see, they are the only chart types that you’ll be able to view this report in.
If you click the checkbox for “Show Total Amount“, Graphly will total the revenue for each individual product and display it in the top right-hand corner of the graph.
Now go to the “Options” tab, and choose all of your email click tags that you wish to measure.
Next, select the tag category in Infusionsoft that houses our click tags. This helps Graphly loop through the data more quickly so that you get a snappy widget.
Then we will define the time frame we want to look at, based on when the click took place. Essentially when the tag got applied.
The next couple of settings are important, as you can tell many different stories with the single report template. Under Include Invoices you can either count revenue based on just the first invoice created after the click. Or you can count revenue on all invoices after the click. At least until a new click has occurred.
This next setting can greatly impact the data returned as well. If you set this to 1 day, you’ll only see revenue that took place the same day the click took place. If you set this to 30, you’ll see a much larger amount being attributed to a specific click. You decide what number works best for you.
This last option allows you to include refunded invoices. By default Graphly excludes refunded invoices.
Criteria Builder
For ultimate control and customization, continue using the “Criteria Builder” to include additional rules and requirements to the report. You can use this to filter your data by almost any field in the contact record.
Lastly, feel free to set alerts in the “Alerts” tab for if your values rise above, or fall below a threshold of your choosing.
Once you have your alerts set, click “Save Preferences” on This Widget.
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- Appt | Note | Task Summary
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