Graphly

Graphly

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About

Get anytime, anywhere access to your bank or credit union’s financial performance. Get insights into your bank or credit union’s financial performance from anywhere with secure, cloud-based access. Get margin components, branch performance, forecasts and more with point-and-click simplicity. Banker’s Dashboard and Credit Union dashboard integrate seamlessly with your core processor. Quick and easy setup, so you can start improving your bottom line right away. Automate reporting and eliminate errors, freeing you to focus on more value-added tasks. Quickly run and revise multiple forecast scenarios, so you can analyze variances and alternative strategies. Measure and compare branch performance. Institute best practices and hold each branch accountable for better results.

About

Graphly is the #1 reporting platform for Infusionsoft Users as voted by Infusionsoft’s Founders. Where performance is measured, performance improves. Where performance is measured and reported the rate of improvement accelerates. Marketing Monitor website traffic, record dynamic lead sources, measure funnel conversions, tweak, improve & repeat. Sales Track individual sales rep performance, forecast revenue, view gross & net revenue numbers. Customer service View net promoter surveys, fulfill on orders, improve retention rates, deliver & satisfy. Tag Funnel Displays the number of contacts in a list of tags over a given date range. See how many tags get applied to contacts during a period of time. See the trend of the current lifetime value of your customers throughout a chosen timeframe. Forecast the adjusted revenue of active opportunities based on the stage probability. Show the appointment, notes, and tasks for each user to compare them to each other.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Bank and Credit Union CFOs and CEOs

Audience

Infusionsoft users looking for a reliable reporting platform

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 4.8 / 5
ease 5.0 / 5
features 4.5 / 5
design 4.5 / 5
support 5.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Deluxe
Founded: 1915
United States
www.deluxe.com/business-operations/bankers-dashboard/

Company Information

LEAP
Founded: 2009
United States
leapmade.com

Alternatives

SNL Banker

SNL Banker

S&P Global

Alternatives

Axiom Software

Axiom Software

Syntellis Performance Solutions
Scheduling Manager

Scheduling Manager

Thoughtful Systems
NexJ CRM

NexJ CRM

NexJ Systems Inc.
SyncApps

SyncApps

Cazoomi

Categories

Categories

Dashboard Features

Annotations
Data Source Integrations
Functions / Calculations
Interactive
KPIs
OLAP
Private Dashboards
Public Dashboards
Scorecards
Themes
Visual Analytics
Widgets

Banking Features

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Business Performance Management Features

Ad hoc Analysis
Ad Hoc Reports
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning

Financial Management Features

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

Financial Reporting Features

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Financial Services Features

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

Integrations

CoreBank
FPS GOLD Banking Software
Finacle
Finastra Essence
Fiserv
Fiserv Fixed Assets for DNA
Fusion Phoenix
Keap

Integrations

CoreBank
FPS GOLD Banking Software
Finacle
Finastra Essence
Fiserv
Fiserv Fixed Assets for DNA
Fusion Phoenix
Keap
Claim Graphly and update features and information
Claim Graphly and update features and information