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.
