Default data source reports

When you integrate a data source with Ortto, we automatically create reports based on relevant activities, such how much of your new business monthly recurring revenue (MRR) is from subscribers. This helps you and your team gain insight into where you might need to turn your attention, such as to abandoned checkouts.

You can modify or archive these reports but for most businesses we recommend using these reports to help you find opportunities for retention and growth.

The reports added in Ortto when you connect the relevant data source are listed by data source integration type:

e-Commerce reports

These default reports are added upon connection with BigCommerce, Magento, PrestaShop, Shopify and WooCommerce.

BigCommerce, PrestaShop and WooCommerce reports

Report name Type Description

Orders

Metric

The total amount of orders.

Revenue

Metric

The total amount of revenue for all orders.

Attributed revenue

Metric

The total attributed revenue from all campaigns.

Delivered emails

Metric

The total amount of emails successfully received by subscribers.

Email summary by week

Stacked column

Emails delivered, opens, clicks and conversions by week for all emails.

Open rate

Metric

The open rate for all emails delivered across all campaigns.

Click rate

Metric

The click rate for all emails delivered across all campaigns.

Unsubscribe rate

Metric

The unsubscribe rate for all emails delivered across all campaigns.

Attributed revenue by campaign

Pie chart

The total attributed revenue by campaign.

Attributed revenue by location

Geo chart

The total attributed revenue from all campaigns displayed on a world map.

Revenue by week

Stacked column

The total attributed revenue for all campaigns by week.

Top products by revenue

Pie chart

The top products sold by revenue.

Campaign summary by revenue

Table

Summary by campaigns of delivered, open rate, click rate, attributed conversions, attributed revenue.

Orders

Stacked column

The total number of orders by weeks.

Sent emails

Metric

The total amount of emails sent to subscribers.

Average order value

Metric

The average order value of all orders including shipping and tax.

Avgerage items in order

Metric

The average item count in orders that were placed.

Orders by region

Geo chart

The total number of orders shown on a world map by country.

Do they order again?

Funnel

People who place an order and then place an order again in a given time period.

Abandoned cart

Metric

The total number of abandoned carts.

Abandoned cart by revenue

Metric

The total amount of revenue associated from abandoned carts.

Abandoned checkout

Metric

The total number of abandoned checkouts.

Abandoned checkout by revenue

Metric

The total amount of revenue associated from abandoned checkouts.

Abandoned carts by week

Stacked column

The total number of abandoned carts abandoned by week.

Abandoned checkouts by week

Stacked column

The total number of abandoned checkouts abandoned by week.

Refunded orders

Metric

The total amount of refunds.

Refund as % of orders

Metric

The percentage of orders that were refunded over total orders placed.

Refunds by amount by week

Stacked column

The total amount of refunds by amount by week.

Website sessions

Metric

The total amount of website sessions as a metric. Ideal for tracking total sessions on a dashboard.

Store conversion rate

Metric

The amount of orders placed divided by the total amount of website sessions.

Sessions by campaign source

Pie chart

The total number of website sessions aggregated by UTM campaign source.

Sessions by device

Pie chart

The total number of website sessions aggregated by device e.g. Desktop, Tablet or Mobile.

Waiting on stock by product

Pie chart

See which out of stock products are in the highest demand.

Do they buy items they were waiting on?

Funnel

The amount of people who purchase after having waiting on stock.

Shopify reports

Report name Type Description

Orders by week

Column

The total number of Shopify orders displayed by week.

Orders by month

Column

The total number of Shopify orders displayed by month.

Revenue by week

Column

The total revenue from all Shopify orders by week including shipping and tax.

Revenue by month

Column

The total revenue from all Shopify orders by month including shipping and tax.

Average order value

Metric

The average order value of all Shopify order including shipping and tax.

Average order value by month

Column

The average order value of all Shopify orders by month including shipping and tax.

Ordered then fulfilled

Funnel

A funnel view of those who place an order and then have their order fulfilled

Revenue

Metric

The total amount of revenue for all Shopify orders.

Orders

Metric

The total amount of Shopify orders.

Fulfilled orders

Metric

The total amount of Shopify orders that were fulfilled.

Abandoned carts by revenue

Metric

The total amount of revenue associated from Shopify abandoned carts.

Average items in order

Metric

The average item count in orders that were placed.

Refund as % of orders

Metric

The percentage of orders that were refunded over total orders placed.

Orders by hour

Column

The total amount of orders displayed by hour.

Store conversion rate

Metric

The amount of orders placed divided by the total amount of website sessions.

Do they order again?

Funnel

People who place an order and then place an order again in a given time period.

Waiting on stock by product

Pie

See which out of stock products are in the highest demand.

Abandoned carts by week

Column

The total number of abandoned carts abandoned by week.

Abandoned carts

Metric

The total number of abandoned carts.

Refunds by amount by week

Column

The total amount of refunds by amount by week.

Refunds

Metric

The total amount of refunds.

Top products by revenue

Pie

The top products sold by revenue.

Do they buy items they were waiting on?

Funnel

The amount of people who purchase after having waiting on stock.

Orders by region

Geo chart

The total number of Shopify orders shown on a world map by country.

Payments reports

These default reports are added upon connection with Chargebee, Recurly and Stripe.

Report name Data source Type Description

MRR summary by week

All

Column

A summary of new business, expansion, contraction and churn by week.

Net MRR by week

All

Column

The net MRR by week.

Trials by week

All

Column

The total number of trials per week.

New business MRR

All

Metric

The total new business MRR from subscriptions.

Expansion MRR

All

Metric

The total expansion MRR from subscribers.

Contraction MRR

All

Metric

The total contraction MRR from subscribers.

Churn MRR

All

Metric

The total churn MRR from subscribers.

Churn and contraction MRR

All

Metric

The total churn and contraction MRR from subscribers.

Net MRR

All

Metric

The net MRR from subscribers.

How many new subscriptions expand?

All

Funnel

The cohort of new subscribers who expand within a certain period.

MRR summary by month

All

Column

A summary of new business, expansion, contraction and churn by month.

Average sales price (ASP) by month

All

Line

Shows the ASP of new business by month.

Trials by month

All

Column

The total number of trials by month.

New customers by month

All

Column

The amount of new business subscriptions by month.

Customers by plan

All

Pie

The total amount of new customers by plan.

Customer revenue by plan

All

Pie

A breakdown of new customer plans by revenue.

Net MRR by month

All

Column

The net MRR by month.

New customers

All

Metric

The total amount of new subscribers

Churned customers

All

Metric

The total amount of customers who churned

Average sales price (ASP)

All

Metric

The average sale price.

New trials

All

Metric

The total number of new trials.

Trial to paid conversions

All

Funnel

The total number of trials that convert to paying subscribers over a conversion period.

Revenue by month

Stripe, Chargebee

Column

The total amount of successfully charged revenue per month.

Subscription movement ledger

Stripe, Chargebee

Ledger

A ledger organized by time of all subscription changes.

CRM reports

These default reports are added upon connection with Pipedrive and Salesforce.

Pipedrive reports

Report name Type Description

Won deal revenue by week

Column

The total revenue from won deals by week.

Won deal revenue by month

Column

The total revenue from one deals by month.

Won deal revenue by owner

Pie

The total won revenue by owner.

Won deals by owner by month

Column

The total won deals by owner.

Average sale price of won deals

Line

The average revenue of won deals.

Revenue

Metric

The total revenue from won deals.

Average won deal size

Metric

The average revenue of won deals.

New deals

Metric

The total amount of new deals.

Activities

Metric

The total amount of activities.

Deals lost by reason

Pie

The total amount of lost deals grouped by lost reason.

Deal conversion rate funnel

Funnel

The total number of new deals that were won over the conversion period.

Won deals by location

Geo chart

The total number of won deals by geo.

Salesforce reports

Report name Type Description

New opportunities

Column

New Salesforce opportunities created by day.

Won opportunity by revenue

Pie

Won opportunities by amount by deal name.

New leads by day

Column

New Salesforce leads by day.

New leads

Metric

The total number of new leads created.

New opportunities

Metric

The total number of new opportunities created.

Total revenue

Metric

Total revenue from closed won opportunities.

Win rate

Metric

The total number of won opportunities divided by total created.

New opportunity ledger

Ledger

Created opportunities by owner, name and amount.

Won opportunities by revenue

Column

Won opportunities by revenue by day.

Won deals by revenue by owner

Pie

Revenue of closed won opportunities by owner by revenue.

Helpdesk reports

These default reports are added upon connection with HelpScout, Gorgias and Zendesk.

Report name Data source Type Description

New tickets

All

Metric

The total number of new tickets.

Closed tickets

All

Metric

The total number of closed tickets.

Closed/created ratio / % Closed

HelpScout, Zendesk / Gorgias

Metric

The total closed tickets divided by tickets created.

Satisfaction / Average satisfaction score

HelpScout, Zendesk / Gorgias

Metric

The percentage of survey respondents who are satisfied.

Tickets by week

All

Column

The total number of new and closed tickets by week.

Unique tags by ticket update

HelpScout, Zendesk

Pie

The total unique tags used in tickets by density.

Tickets closed by agent

All

Pie

The total amount of tickets closed by agent.

Tickets by status

HelpScout

Line

Daily tickets by status over time.

Tickets by channel

Gorgias

Column

The total numbers of new tickets stacked by channel by week.

Tickets by tag

Gorgias

Column

The total number of tickets stacked by tag by week.

New tickets by tag

HelpScout, Zendesk

Column

The total amount of new tickets stacked by tag.

New tickets by location

HelpScout, Zendesk

Geo chart

The total number of tickets by Country location.

New tickets by channel

Zendesk / Gorgias

Column / Pie

The total numbers of new tickets stacked by channel by week. / The total number of new tickets aggregated by channel.

Satisfaction rating (5 is best)

Gorgias

Pie

The total number of survey responses by satisfaction score.

Advertising reports

These default reports are added upon connection with Facebook.

Report name Type Description

Lead ad submissions by week

Column

The total number of new leads from Facebook lead ads by week.

Facebook lead ads submissions

Ledger

A summary of each lead ad submission.

Facebook lead submissions by form

Pie

The total number of submissions by form.