Report templates to help you get insight into campaign metrics, model attribution with cohorts and understand the customer journey with funnels.

A selection of Report templates to help you get insight into campaign metrics, model attribution with cohorts and understand the customer journey with funnels.

Marketing Analytics Report Templates | Ortto

SaaS

Ecommerce

Not for profit (NFP)

Other

Salesforce

Autopilot

Calendly

Chargebee

Google

Hubspot

Recurly

Shopify

Stripe

Zendesk

This metric display the open rate for all emails sent over a given time period. The goal is set by default to 40% but can be adjusted to your overall target open rate.  Note: the way this report is configured machine opens would be shown in this open rate calculation.

Open rate metric

This email click rate metric makes a good addition to your dashboard. Track email click rate for all emails sent across Ortto over a given period. Set a goal and track progress.The report looks at click rate on a unique basis per email, which gives you click rate visibility between both single send campaigns, journeys and playbooks.

Email click rate

This report shows you the total attributed revenue by campaign. It&#39;s based on the attribution model you selected in setup. To change the model navigate to Setup &gt;Attribution.  If you&#39;re a SaaS business you can set the attribution to display MRR or ARR. By default the setting is total revenue from the attribution value.This report helps you understand which campaigns drive revenue.

Attributed revenue by campaign

This chart shows the total attributed revenue over a given time period. The attributed revenue is shown cumulatively with a comparison to the previous period. The attributed revenue is based on your attribution settings.

Total attributed revenue

This report shows you all email opens by region across all campaigns. It&#39;s useful for seeing where all of your emails are being opened.

Email opens by region

This chart shows assigned conversations by week by agent.

Assigned conversations by week

This metrics shows the total number of closed conversations over a given period of time.

Closed conversations

This metric shows the average conversation rating over a given time. 5 being the highest performance.

Average conversation rating

This metric shows the average first response time to a conversation (ticket) in minutes.

⌚ First response (minutes)

This pie chart shows the total closed conversations by team member over a given time period.

Closed conversations by team member

This metric shows new conversations that are open over a given period of time.

New conversations

Evaluate your engagement-ratios to easily identify opportunities for growth and engagement in your SMS campaignsEasily see where engagement falls off and use this tool to monitor and strategize improvements that close the gaps on engagement differencesPair it in a dashboard with some of our other pre-built reports to easily monitor your relationship with SMS recipients around the world

SMS engagement funnel

Keep a bird&#39;s eye view of your Delivered-vs-Sent rate for your global SMS trafficEasily monitor trends for quick action to maintain healthy metricsPair it in a dashboard with some of our other pre-built reports to easily monitor your relationship with SMS recipients around the world

SMS delivery rate

Evaluate your emails&#39; weekly performance over timeEasily watch for trends and spikes in engagement to monitor and improve your email deliverabilityPair it in a dashboard with some of our other pre-built reports to easily monitor your relationship with email recipients around the world

Email summary by week

This chart shows the total amount of won Salesforce opportunities by week. The chart can be adjusted to show revenue won by day, week or month over a given time period.

Won Salesforce opportunities by amount

This map shows the density of MRR from new business scruptions in Stripe by country. It helps you visualize which regions drive revenue.

Stripe new business revenue by country

This chart shows the number of submitted lead ad forms from Google by week.

Leads from Google lead ads by week

This metric shows the total number of unique web sessions for a given time period.

Total unique website sessions

This pie chart shows the total amount of people being added to Autopilot lists.

Autopilot list breakdown

This pie chart displays the most popular products in your Shopify store by orders for a given time period.

Top Shopify products by orders

This metric shows the total revenue from all orders placed over a given period in your Shopify store.Edit the report to set a revenue goal for your store and pin it to a dashboard to track your progress.

Shopify total revenue

Easily identify the largest source of email-churn for your subscriber base by Campaign/Journey/PlaybookUnsubscribe rates trending &gt;1% are worth investigating for sources of customer-turnoff or friction with your organization&#39;s marketing strategiesPair it in a dashboard with some of our other pre-built reports to easily monitor your relationship with email recipients around the world.

Email-churn trends (by Campaign)

Keep a bird&#39;s eye view of your opt-in&#39;s and opt-out&#39;s and comparing them over time.Use this report to monitor for spikes and important trends that can help identify needed changes early.Pair it in a dashboard with some of our other pre-built reports to easily monitor your relationship with email recipients around the world.

Subscriber growth & churn

Keep a bird&#39;s eye view of your opt-out&#39;s and comparing them over time.Use this report to monitor for spikes and important trends that can help identify needed changes early.Pair it in a dashboard with some of our other pre-built reports to easily monitor your relationship with email recipients around the world.

Subscriber churn (opt-out over time)

Evaluate your engagement-ratios to easily identify opportunities for growth and engagement in your email campaignsEasily see where engagement falls off and use this tool to monitor and strategize improvements that close the gaps on engagement differencesPair it in a dashboard with duplicate reports using this template, each filtered on different major Campaigns/Playbooks/Journeys to delve deeper into the engagement funnel of eachPair it in a dashboard with some of our other pre-built reports to easily monitor your relationship with email recipients around the world.

Email engagement funnel

Keep a bird&#39;s eye view of your new-subscription trends and comparing them over time.Use this report to monitor for spikes and important trends that can help identify needed changes early.Pair it in a dashboard with some of our other pre-built reports to easily monitor your relationship with email recipients around the world.

Subscriber growth (opt-in over time)

Easily track your global email traffic&#39;s open and click rates over time.Monitor trends for quick action to maintain healthy metrics.Pair it in a dashboard with some of our other pre-built reports to easily monitor your relationship with email recipients around the world.

Trending open & click rate

Create a table to quickly evaluate the quality of your individual emails in order of success (Template defaults by Opens)Easily monitor the most important email metrics for each email on its own beyond its relationship with associated Journeys, Playbooks, etc.Easily see what type of approach/content works better for your Audience than others and easily monitor your adjustments over time

Top performing emails

This report shows you website and user session by day. Website sessions show all unidentified sessions and user sessions show all identified sessions.The report helps you understand website and user session trends over time to see if you are growing your traffic and engagement.To setup user session association for identified sessions follow this guide.

Website and user sessions by day

Keep a bird&#39;s eye view of your Open-vs-Delivered rate with subscribers at one of the largest global B2C mailbox providers.Set a healthy goal and easily monitor trends for these subscribers and their engagement with your email content.Pair it in a dashboard with some of our other pre or custom-built mailbox-provider reports to easily monitor your relationship with mailbox providers around the world.

Yahoo open rate (Yahoo/AOL)

Microsoft open rate (Hotmail/Live/Outlook)

Keep a bird&#39;s eye view of your Open-vs-Delivered rate with subscribers not at the larger global-B2C mailbox providers.Set a healthy goal and easily monitor trends for these subscribers and their engagement with your email content.Pair it in a dashboard with some of our other pre or custom-built mailbox-provider reports to easily monitor your relationship with mailbox providers around the world.

Other MBPs open rate (Not Gmail/Yahoo/Microsoft)

Keep a bird&#39;s eye view of your Open-vs-Delivered rate with subscribers at one of the largest global B2C mailbox providers. Set a healthy goal and easily monitor trends for these subscribers and their engagement with your email content.Pair it in a dashboard with some of our other pre or custom-built mailbox-provider reports to easily monitor your relationship with mailbox providers around the world.

Gmail open rate metric

Keep a bird&#39;s eye view of your Unsubscribed-vs-Delivered rate for your global email traffic.Set a healthy goal and easily monitor trends for quick action to maintain healthy metrics.Pair it in a dashboard with some of our other pre-built reports to easily monitor your relationship with email recipients around the world.

Global unsubscribe rate

Keep a bird&#39;s eye view of your Delivered-vs-Sent rate for your global email traffic.Easily monitor trends for quick action to maintain healthy metrics.Pair it in a dashboard with some of our other pre-built reports to easily monitor your relationship with email recipients around the world.

Global delivery rate

The email campaign summary gives you a summary of key email metrics for each campaign sorted by open rate.It includes summary metrics for:Emails receivedOpen rateClick rateReactions 

Report templates

Report templates to help you get insight into campaign metrics, model attribution with cohorts and understand the customer journey with funnels.

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