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.
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.
