Graphly Updates

New Report
4 days ago

Won Opportunities

You've done it, you closed a deal! The best part...seeing the Graphly dashboard on the big screen TV in your office refresh with another won deal and the bump in revenue tied to it.

A New Report
While we've long had a view for won opportunities combined with a future forecast, we've recently had a few requests to break out won opportunities into their own report. So that's exactly what we did.

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Won Opportunities
The Won Opportunities report allows you to see the quantity and revenue associated with opportunities moved into a won stage during a date range of your choosing. Knowing Keap users vary greatly in how they utilize opportunity records, we've included options for recording revenue and counting a deal as closed.

Revenue Calculation
Calculate the revenue from your opportunities using the selected products on the opportunity, the projected high, the projected low, the average of the projected high and low, or an opportunity field storing a value.

Won Consideration
Define an opportunity as being won using the estimated close date or the date the opportunity was moved into the won stage.

Recommended Report
Once you have the Won Opportunities report all configured, might we suggest you place the Opportunity Forecast report right alongside it?

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That makes 17 opportunity-specific reports in total. We help organizations understand bottlenecks in their sales process, improve performance, and obtain the sales outcomes they're after. Do you see something we're missing that would help you and your team be more successful? Just drop us a line or even better, submit a Feature Request.
New Report
11 days ago

Master Your Revenue Growth with Graphly's New NRR and Forecast Reports

Understanding your business’s financial health goes beyond just looking at new sales. The key to sustained growth for subscription-based businesses lies in retaining and expanding customer revenue, which is why Net Revenue Retention (NRR) becomes a crucial metric.

Why NRR Matters:
Net Revenue Retention measures the percentage of recurring revenue retained from customers in a given period, considering upsells, cross-sells, downgrades, and churn. A strong NRR signifies a healthy business, product value, and customer satisfaction.

Variables to Consider:
  • Starting MRR (what your monthly recurring revenue was at the very beginning of your date range)
  • New MRR (new monthly recurring revenue as tracked by Keap subscriptions)
  • Expansion MRR (Keap subscription records that increased in amount during your date range)
  • Upgrades (one-time product purchases that occur during your date range)
  • Contraction MRR (Keap subscription records that decreased in amount during your date range)
  • Churn MRR (Keap subscription records that are set to inactive during your date range)
  • Refunds (any Keap invoice that is refunded during your date range)

Subscription Best Practices:
You may notice from the variables above that there's an expectation that subscriptions that increase/decrease their monthly amount do so by updating the dollar value of their original subscription. After consulting with hundreds of businesses on recurring revenue, we've certainly come across numerous businesses whose process is to cancel one subscription just to immediately create a new subscription at either a higher or lower dollar amount. Taking this latter approach throws off your churn, average duration, stick rate, lifetime value, and even new customer reports. We highly recommend improving your processes to update the existing subscription record when a subscriber is either increasing or decreasing their spend with you instead of canceling their subscription.

Calculating NRR:
To calculate NRR, you subtract the revenue lost from churn and downgrades from the revenue gained through new customer revenue and existing customer expansions and then divide by the total revenue at the start of the period. This result, multiplied by 100, gives you the NRR percentage. A rate over 100% is a beacon of business health, showing that your growth from existing customers outweighs any losses.

Graphly Simplifies NRR Reporting:
As you can see, there are many factors in calculating NRR; it's a constantly moving target as performance improves or declines in any of the seven variables. Recognizing the importance of this metric, we’ve developed the Net Revenue Retention Report. This report can be configured just once but will provide ongoing updates, automating the calculation and providing you with instant insights into how well you’re maintaining and expanding your customer base. No more manual calculations or spreadsheets, just insights that help you strategize and act.

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Two Views, a Graphly First
This report is so valuable that we decided to build the ability to choose between a chart and a table. For those who want a quick reference, "are we positive or negative, and by how much?", choose the chart option. For others who want the nitty-gritty breakdown to see where improvements can be made, select the table option. Some users may do both and place reports side-by-side or one on top of the other.

Predicting Future Growth with NRR Forecast:
Alongside our NRR report, we’ve introduced the Net Revenue Retention Forecast Report. This forward-looking report lets you input various NRR rates to project future revenue growth. By setting different NRR goals, you can see potential future outcomes, aiding in strategic planning and goal setting.

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These two new reports are designed to empower your business with the data needed to make informed decisions that drive retention and growth. They underscore our commitment to providing tools that track your business’s past and present and predict and improve your future.

Experience the new standard in revenue retention analysis with Graphly today and see why effective NRR management is a game-changer for your business.

Set up your Net Revenue Retention and Forecast Reports Now

* This update includes similar-sounding and looking terms: NRR (Net Revenue Retention) and MRR (Monthly Recurring Revenue). While confusion between the two acronyms comes more often from verbal discussions, we wish to note the distinction here.
New Report
4 months ago

Product Leaderboards Are Here

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.

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NEW REPORT: Units Sold vs. Targets

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.

Units Sold vs. Targets
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