Graphly

Summary (show)

Did you know we build custom reports?

Talk with our team today about your unique reporting needs and we'll get you back to you with a custom quote.

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Considering

Planned

In progress

Feature

FuseDesk Reporting

We are excited to announce custom reporting for FuseDesk users is in the works.

Last updated a month ago
New Feature
Dec 31, 2020

Copy Graphly Dashboards To Any Account

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.

New Feature
Jan 16, 2020

Export New Customers Report 

You can now export New Customer and New Customer Value reports to PDF format! Simply click the download icon in the top left corner of the widget. It will take a minute to generate the export.

Add Idea
New idea
Google Sheets Integration

I'd like to be able to have reports that pull data from Google Sheets right next to Keap reports on the same Graphly dashboard.

Last updated a month ago
1
New idea
Billing & Collections

I'd like to have better visibility into money owed to us via outstanding invoices, failed payments, payment plans, etc.

Last updated a month ago
0
New idea
Alerts

Allow me to choose a metric, and say if the value either rises above or falls below x, to notify me immediately. The notification could be email, SMS, or both.

Last updated a month ago
0
New idea
Improved Email Reporting

Can you help provide email reporting without the need to implement your tagging method for each campaign email?

Last updated a month ago
1
New idea
Scheduled Emails

Send my reports to me via email on a scheduled basis, similar to what can be set up in Google Analytics.

Last updated a month ago
0
New idea
Owner

I'd love a widget that would allow me to report data in a customizable table format similar to the Infusionsoft dashboard widgets, but with Graphly's super powers.

Last updated a month ago
0
New idea
Product purchase date compared to Contact Aging (date created)

We want to be able to see how long from the time the contact was created to the time they made a specific purchase Ability to choose a date range for the product purchased

Last updated a month ago
0
New idea
Shopify Integration
Last updated a month ago
0
New idea
Contact Fields and Tags in same Funnel

I use the Tag Funnel frequently and on occasions need to also incorporate a Custom Field from the contact record. So in other words I would want the Contact field to contain certain data first and then from there see who receives a tag.

Last updated a month ago
0
New idea
Cofounder

I’d like to see the attrition / retention of subscribers to our annual membership product. This only works for monthly at the moment.

Last updated a month ago
0
New idea
Tech

Graphly is amazing. We use it to pull reports from Infusionsoft. We have tried other solutions, and they are not even close. Grow.com was one we tried and it took sequel programming knowledge, which I have but still couldn't ever get it to work properly. Then we moved to graphly and it is so dang easy and robust. Thanks guys. Larry from Logan, UT.

Last updated a month ago
0
New idea
Gross Revenue vs Target numbers

Add the ability to include in the Gross Revenue the target number for each month - can be a line graph to be displayed across the Monthly Gross Rev numbers Ability to have a dynamic number of goal fields that are correlated to the date range and the interval chosen, i.e. Previous Month by Week...4 input fields.

Last updated a month ago
0
New idea
Gross Revenue vs Prior Year numbers

Add the ability to compare two date ranges in the Gross Revenue widget to reflect current year/per month to previous year/per month Year over Year. Select a year, and it will grab the previous year. You have a series of data for each year. Checkbox to Mirror for previous, same range. I’m thinking you’d have 2 columns (revenue for say 2019 and 2020) and 2 lines (transactions for 2019 and 2020).

Last updated a month ago
0
New idea
Number of units sold per month vs targets

Add the ability to manually enter in the target numbers to display in the reports Add this to the “Solid Gauge” type chart Provide this via line/bar chart type as well (a series for target, and a series for actual)

Last updated a month ago
0
New idea
Keap's "Saved Reports" Data Pull

I'd like to be able to pull data from Keap "Saved Reports" to my Graphly dashboard. couple reasons for why... 1. to not have to go through saved report after saved report to see specific data results 2. to have the reports and stats in 1 place (my Graphly dashboard) 3. the data from the saved report would be much more digestible when represented in different graph types rather than the only report format Keap provides 4. IT WOULD BE AWESOME to combine the data from two different Keap Saved Reports into 1 report (if possible when building this out)

Last updated a month ago
0
New idea
Contact Growth Report Improvements
  1. Option to account for contacts that have been deleted from our app (possibly a checkbox option to include deleted contacts)
  2. Show Total Contacts vs. Net Contacts with Monthly comparison and yearly comparisons
Last updated a month ago
0
New idea
Wufoo Forms Integration

I'd like to be able to see how many Wufoo forms were completed each month to compare to previous months and see a trend over longer periods of time (12 months+)

I'd like to be able to pull the following data from Wufoo which is all available within Wufoo for individual Wufoo forms but I have to go into each individual form and copy and paste the numbers to manually create a Google Sheets document to show me the data for each selected Wufoo form in 1 report:

Form Name

Submissions

Incomplete

% Incomplete Pageviews Entries (Completed) Conversion Rate Grand Total (All Forms)

Last updated a month ago
0
New idea
User / owner

Currently, I set up a Lite account for my customers and connect to their Keap account..... As I set the account up, I am the admin and under the LITE package it only allows 1 user i.e. me, therefore I am not able to open the reporting to a user within my client's organisation. Can there be (or is there already) a function that allows (similar to Keap) a 'partner' admin which is not counted as the original licence i.e.

Partner: Neil User: Customer

total licences used = x1

Last updated 3 days ago
0