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 pie chart shows attributed revenue based on your attribution model by campaign for the given time period. See which campaigns contribute the most revenue.

Attributed revenue by campaign

This pie chart breaks down opportunity creation in Salesforce by owner. See which people are creating the most opportunities in Salesforce for a given period.

New Salesforce opportunities by owner

This funnel shows how many trials convert into paid subscriptions in Chargebee over a given time period using a 30 day conversion window.

Chargebee trial to paid conversion funnel

This chart shows the total new business monthly recurring revenue (MRR) broken down by plan.

Chargebee New Business MRR by plan name

This area chart shows the cumulative net MRR (new business + expansion - churn + contraction) for a given time period and compares it using a trend line to the previous period. This is a great chart for comparing the growth in net MRR subscriptions to the previous period visually.

Chargebee Net MRR trend

This metric shows the total amount of contracted monthly recurring revenue (MRR) for a given time period. It shows the MRR dollar value of subscriptions that are shrinking from downgrades.

Chargebee Contraction MRR

This metric calculates the total churned monthly recurring revenue (MRR) for a given period.

Chargebee Churned MRR

This metric shows the total expansion monthly recurring revenue added for a given period.

Chargebee Expansion MRR

This metric shows the total new business MRR for a given time period. You can modify the goal to set a monthly or quarterly target. 

Chargebee New Business MRR

This report shows the total amount of new deals created in Hubspot CRM each week.

Created Hubspot deals by week

This report shows Zendesk tickets closed by agent in a given period time displayed as a pie chart. It shows you who is closing the most volume of tickets.

Zendesk tickets closed by assignee

This metric shows the net MRR from Chargebee subscriptions over a given time period. Net MRR is calculated as the SUM of all New business, expansion, reactivation, churn and contraction.

Chargebee Net MRR metric

This report shows an Monthly Recurring Revenue (MRR) summary by month of MRR movements from Chargebee.Movements include:New Business MRRExpansion MRRReactivation MRRContraction MRRChurn MRR

Chargebee MRR summary by month

This chart shows total new Chargebee trials per day. 

New Chargebee trials by day

This metric shows the total amount of tickets created over a given time period. It also shows a comparison to the previous period. You can set a target goal by editing this report.

Zendesk ticket created

This report shows the total amount of Zendesk tickets created by day. It&#39;s helpful for observing trends over time.

New Zendesk tickets created by day

This report shows Zendesk tickets created by region. It can help you understand where the highest amount of tickets are being created by  country.

Zendesk tickets created by region

This chart shows new opportunities created by day over a given period of time. It&#39;s helpful for observing trends around opportunity creation.

New Salesforce opportunities by day

This metric sums the total Salesforce opportunity amount for new opportunities created over a given period. It also compares the previous period by default.

Salesforce opportunities created by amount

This metric shows you the total amount of new opportunities created in Salesforce over a given time period. By default the metric will show the previous period comparison and has a goal set to 100.

New Salesforce opportunities

This metric shows new leads added to Salesforce for a given period. It also compares the month over month performance and allows you to set a target goal.

New Salesforce leads

This funnel shows how many meetings that were booked on Calendly for a given period are cancelled. 

How many Calendly bookings get cancelled?

This report shows website sessions based on the UTM campaign source. It helps you understand which campaigns are driving traffic to your website. 

Sessions by campaign source

This report shows the density of website sessions by continent. It helps you understand where your website traffic originates over a given time period.

Website sessions by region

Keep a bird&#39;s eye view of your Bounced-vs-Sent 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 bounce rate

This report shows new business MRR from Recurly for a given time period as a metric. You can set your monthly new business MRR goal and watch as the goal rainbow closes towards your goal.

Recurly New Business Metric

This report shows MRR movements from Recurly by month. The movements are represented based on total MRR change in the given month. This report is great for SaaS companies that track MRR using Recurly.Movements include:New business MRRExpansion MRRContraction MRRChurn MRRReactivation MRR

Recurly MRR summary by month

This report shows all meetings booked on your company Calendly account by week. You can break this data down further by grouping by the Host attribute to reveal who books the most meetings per week.

Calendly meeting scheduled by week

This Salesforce conversion funnel report template gives you a funnel report of leads, opportunities and won business in 3 steps:New leadNew opportunityWon opportunityIt allows you to see the amount at each step, along with the conversion rate for a specific period.

Salesforce conversion funnel

Visualize new Salesforce leads from your Salesforce CRM by day in a column chart. You can pin this report to a dashboard to see your new Salesforce leads in context.

Report templates