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 MRR summary for Stripe subscriptions breaks down MRR into each MRR category over a given time period:New business MRRExpansion MRRContraction MRRChurn MRRReactivation MRR

Stripe MRR summary by month

This report shows the total net MRR from Stripe subscriptions by month over a given time period.Net MRR is calculated by the sum of new business, expansion, churn, contraction and reactivation MRR.

Stripe Net MRR by month

This metric shows the total reactivation MRR from Stripe subscriptions over a given time period. These are people who have cancelled a subscription and then reactivate it.

Stripe reactivation MRR

This metric shows the total net MRR from Stripe subscriptions over a given time period. A goal can be sent to track progress towards a goal over time.Net MRR is the sum of all new business, expansion, contraction, churn and reactivation MRR.

Stripe net MRR

This metric shows the total contraction MRR from Stripe subscriptions over a given time period. 

Stripe contraction MRR

This metric shows the total churned MRR from Stripe subscriptions over a given time period. 

Stripe churn MRR

This metric shows the total expansion MRR from Stripe subscriptions over a given time period. A goal can be sent to track progress towards a goal over time.

Stripe expansion MRR

This metric shows the total new business MRR from Stripe subscriptions. A target new business goal can be set to track progress over a given time period.

Stripe new business MRR

This pie chart shows Hubspot deals won by owner by amount. It allows you to visualize the top sales perfomers over a given time period.

Hubspot deals won by owner

This ledger shows Chargebee plan movements in MRR by account. Movements are categorized into the SaaS standard and shown by change in MRR:NewExpansionContractionChurnReactivation

Chargebee subscription change ledger

This metric shows the average sale price in Chargbee (ASP) over a given period of time.

Chargebee average sale price (ASP) in MRR

This pie chart shows the total number of new deals in Hubspot CRM created by owner over a given period of time.

New Hubspot deals created by owner

This metric shows the total number of Hubsport CRM contacts created over a given period.

Hubspot CRM contacts created

This metric shows the total amount of deals created for a given period. You can set a goal for your team and close the goal rainbow each month.

New Hubspot deals metric

This chart shows the total new meetings booked over a given time period. It&#39;s useful for tracking how many meetings your team is booking in Hubspot.

New Hubspot meetings by week

This report shows the cumulative revenue over a given time period for deals won in Hubspot. It&#39;s based on &#34;won&#34; being in the deal stage and can be adjusted to suit your deal stages.

Cumulative revenue from won Hubspot deals

This metric shows the unsubscribe rate from all of your Autopilot journeys.It&#39;s design for OG users of Autopilot.

Autopilot unsubscribe rate

This metric shows the click rate from all of the emails sent from Autopilot journeys.It&#39;s design for OG users of Autopilot.

Autopilot click rate

This metric shows the open rate across all emails sent from Autopilot journeys.It&#39;s design for OG users of Autopilot.

Autopilot open rate

This metric shows the total of number of emails sent from all of your Autopilot journeys.It&#39;s design for OG users of Autopilot.

Total Autopilot emails sent

This metric shows the total amount of potential revenue from abandoned carts in your Shopify store who didn&#39;t start the checkout process.

Shopify abandoned cart revenue

This metric shows the total potential revenue from abandoned checkouts in your Shopify store.

Shopify abandoned checkout revenue

This metric calculates the total number of refunds divided by the total number of order placed over a given period to calculate your Shopify store refund rate. This report answers the question of &#34;How many of my Shopify orders are being returned?&#34;

Shopify refund rate

This report shows the total number of abandoned carts and abaonded checkouts in your Shopify store by week. It&#39;s helpful for trend analysis as you work on campaigns to improve your cart recovery rate.

Shopify abandoned carts and checkouts by week

This map shows the density of Shopify orders by revenue globally. This report is especially helpful for global stores who wish to visualize where there revenue is being driven.

Total revenue from Shopify by region

This funnel shows whether customers who ordered in a given period went on to order again. You can add steps to your funnel to analyze store behavior.

Do your Shopify customers buy again?

This metrics calculates the average order value in your Shopify store for a given time period. Set a goal to increase your average order value.

Shopify average order value

This pie chart shows the top products sold in your Shopify store for a given period by revenue.

Top Shopify products by revenue

This chart shows the total amount of orders from your Shopify store by week for a given time period.

Shopify orders by week

See the products from your Shopify store that are in high demand. This pie chart shows products by requests for restock notifications.

Waiting on stock by Shopify product

This area chart shows the cumulative (total) revenue from your Shopify store over a given period of time from all orders. It compares to the previous period using a trend line so you can see if you are tracking above or below the trend line.

Shopify cumulative revenue trend

This metric helps you measure and track the total lost revenue from orders refunded from your Shopify store.

Shopify lost revenue from refunds

This metric shows the total number of Shopify orders that were refunded over a given period.

Shopify orders refunded

This metric shows the average number of items per order. This is useful to track and compare to previous time periods in order to increase the amount of total items customers are purchasing.Set a goal using this metric to improve your average items ordered for your Shopify store.

Shopify average items per order

This report shows Sent, Open, Click and Unsubscribes for all email metrics from Autopilot.

Autopilot email metric summary

This metric shows the total attributed revenue from all campaigns for a given period. You can set a target goal and watch your progress. Revenue attribution settings are controlled in setup.

Report templates