Unveil Your Top Customers with the New Customer Leaderboard Report
Do you know who your top 10 spenders are? With our latest feature update, discovering your most valuable customers has never been easier.
Introducing the Customer Leaderboard Report — a dynamic report designed to highlight your highest-paying customers. Whether you're looking at all-time greats, this year's leaders, last month's top spenders, or even this week's front runners, this report brings their details to the forefront.
Flexible Metrics for Tailored Insights: Choose how you define a leader by selecting to calculate revenue based on total amounts or average values, and decide whether to base the calculation on invoices issued or payments received.
Totaling the amounts shows customers who have already brought incredible value to your business. In contrast, averaging values shows customers who may bring significant revenue to your business in the future, should you retain them as customers.
Discover Hidden Opportunities: Flip the script by sorting from the lowest to the highest revenue. This reverse view helps you identify customers who may not be your top spenders but hold significant potential for upselling or more personalized engagement.
With this new report, you're equipped to recognize your most impactful customers and uncover untapped opportunities within your customer base.
We're pleased to share the release of two new note reports: Note Funnel and Time Between Notes
Our Tag Funnel and Opportunity Funnel reports have been very popular among Graphly customers. But for those not using a sales pipeline who wish to track a process that a contact can go through more than once, the best data point is note records, which get timestamped each time they're added to the contact record in Keap.
Note Funnel The note funnel report can be used to track any funnel or process inside of your business. As long as you apply a note record to the contact at each journey step, Graphly will provide you with valuable insights.
At the top of the image above, you'll see the total number of notes for the date range and the overall conversion. Then, for each note or step in your process, you'll see the number of notes applied, the conversion from the top of the funnel to that point, and the conversion from the previous stage.
Understanding these individual conversions helps you understand where your bottlenecks are and how to improve the overall flow of a process.
Time Between Notes Graphly will calculate the average time between each note displayed using the same note records. In addition to measuring conversions from note to note, understanding the time it takes between notes helps you strengthen the individual steps, making your overall process more efficient.
Click on any of the columns in the report to see an expanded view with far more granular timelines.
In addition to these new reports, we have 5 other reports that slice and dice note data in different ways. Visit your account now to add these reports to your dashboards.
Over the years, we've created numerous leaderboard reports to help Graphly users identify the winners or "leaders" in their business.
This update includes 3 new reports to help businesses identify winning products and rank them in a leaderboard fashion. Here are the reports:
Product Leaderboard This report shows a leaderboard sorted by products sold during a specific date range. Graphly will highlight your best products, whether you define a leader as a product with the most units sold, the highest revenue, or the average revenue per product.
Grouped Product Leaderboard This report is great for when multiple products represent a single offering. It, too, shows a leaderboard sorted by products sold during a specific date range, with the ability to group multiple products into one leader. So whether you have unique plans for the same service, unique SKUs for size/color variations, or even unique product records for varying prices, grouping allows for consolidation so you can still see leading products.
Product Category Leaderboard Do you have a wide range of products that have been carefully organized into categories? Excellent! Now, you can compare your various product categories to determine the leaders based on sales during a specific date range.
Our Help Docs provide further documentation on setting these reports up. They're all live in your Graphly account, so check them out and chat with us if you have any questions.
This is just the beginning of what will be a rapid series of valuable updates coming to Graphly. We're practically tripling our development bandwidth to bring you more reports and features we've only previously dreamt of offering.
Looking to easily compare your number of units sold to target numbers you wish to hit... now you can!
Compare the number of units sold for all products you select vs. target numbers you wish to reach over a given date range.
You can customize which products to track, the date ranges and the target numbers you wish to set too quickly and easily see how your real numbers are performing compared to your targeted numbers.
You can now copy a dashboard from your Graphly account to any other Graphly account you have access to! To learn more about this feature check out this help article.
