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Which report pages and samples lead to a purchase.

A research publisher sells expensive reports to analysts and companies who read the summary, ask for a sample, check with a manager and come back. Tally ties each report sale and licence to the visits behind it, so you can see which searches and pages start that slow path.

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01How they sell

  • One-offA single report bought by card, priced by licence: one reader, a team or a whole company.
  • SubscriptionYearly access to a library of reports and updates, renewed by the buyer's company.

02Payments it reads

  • StripeReports bought by card through Stripe Checkout, and company licences sent as Stripe invoices; both are read, with refunds.
  • PaddlePublishers who sell to companies in many countries use Paddle as merchant of record for the tax and invoices; transactions and adjustments are read.

What Tally can't read

  • Purchase orders paid by bank transfer outside your provider aren't read.
  • Reports sold through reseller sites that take the payment aren't read.
  • Tally doesn't name the companies behind visitors; it sees a visitor's country, source and pages, not their employer.
  • Consulting work billed outside a connected provider isn't read.

03Where buyers come from

  • SearchSearches for a market's size or outlook bring analysts who read the summary page and leave, then return on a later visit to buy.
  • LinkedInPosts with a chart from a report send professionals, often from the LinkedIn app's in-app browser.
  • AI assistantsPeople asking an assistant about a market follow its citations to your summary page, in a channel of their own.
  • Press mentionsA figure quoted in an article sends readers who look for the source; the referrer and revenue sit side by side.

04What Tally answers

  1. How long does a company take to buy after a first visit?

    Path to purchase gives the median time and visits from first visit to purchase, a histogram of how long it took, and the pages buyers saw, which for a report often include the summary, the contents and pricing.

    Path to purchase
  2. Do sample requests turn into sales?

    Mark the sample-request form as a goal and the goals view gives completions, converting visitors, conversion and their revenue; a funnel from summary to sample to checkout shows where buyers stop.

    Goals and funnels
  3. What did the buyer of the company licence look at?

    Their journey in the visitor list shows each visit with source, country, pages and engaged time, so you can see which pages a large buyer read before paying.

    Visitors and journeys
  4. Are AI crawlers reading our report summaries?

    Once a server snippet reports them, the crawlers view counts AI crawlers' requests by crawler, operator, purpose and page, so you can see which summaries they fetch, apart from your visitors.

    AI crawlers
  5. Was this invoice linked to a visit, and how?

    The sale's receipt shows its evidence chain, from the first visit to the payment with ids, and the method and confidence that tied them, such as the buyer's email matching an identify call.

    Receipts

05Numbers worth watching

Median time to buy
The median time from first visit to purchase; a long one is normal when the buyer needs approval, and it tells you how long to keep following up.
Goal conversion
The share of visitors who request a sample or contents, by source and page.
Revenue by source
Revenue per source, which matters most when a few sales make up the year and each one needs to be explained.
Coverage
The share of revenue linked to a visitor; invoiced sales link only by email, so identifying the sample requester lifts it.

06An example

Example
  1. Glad HamsterCustomerBerlin, Germany · Desktop · FirefoxRedditOrganic Sociallatest visit: 4 pages/blog/stripe-fees+2/thanks3 visits3m 08s median6m 42s longest$49

    Visits, last 30 days

    Whole journey
    1. RedditOrganic Social
      /blog/stripe-fees/pricing/signup/thanks

      4 pages · 6m 42s engaged · 1 goal$49 credited to this visit

    2. Directtyped or bookmark
      /pricing/docs

      2 pages · 1m 36s engaged

    3. GoogleOrganic Search
      /blog/stripe-fees/

      2 pages · 3m 08s engaged

  2. Cosy CapybaraAustin, United States · Mobile · SafariGoogleOrganic Searchlatest visit: 2 pages//pricing1 visit1m 11s engaged–

    Visits, last 30 days

    Whole journey
    1. GoogleOrganic Search
      //pricing

      2 pages · 1m 11s engaged

  3. Spry BisonToronto, Canada · Desktop · ChromeChatGPTAI Assistantslatest visit: 4 pages/compare+2/docs/api2 visits3m 57s median5m 44s longest–

    Visits, last 30 days

    Whole journey
    1. ChatGPTAI Assistants
      /compare/pricing/docs/docs/api

      4 pages · 5m 44s engaged · 1 outbound click

    2. PerplexityAI Assistants
      /compare

      1 page · 2m 09s engaged

  4. Snug CapybaraCustomerLeeds, United Kingdom · Desktop · EdgeNewsletterEmaillatest visit: 2 pages/changelog/2 visits1m 41s median2m 34s longest$120

    Visits, last 30 days

    Whole journey
    1. NewsletterEmail
      /changelog/

      2 pages · 2m 34s engaged

    2. Directtyped or bookmark
      /

      1 page · 48s engaged

  5. Bubbly LlamaUtrecht, Netherlands · Mobile · Chromex.comOrganic Sociallatest visit: 1 page/blog/launch-week1 visit1m 04s engaged–

    Visits, last 30 days

    Whole journey
    1. x.comOrganic Social
      /blog/launch-week

      1 page · 1m 04s engaged

  6. Velvet PenguinBengaluru, India · Desktop · ChromeHacker NewsOrganic Sociallatest visit: 3 pages/blog/stripe-fees/docs/pricing1 visit4m 56s engaged–

    Visits, last 30 days

    Whole journey
    1. Hacker NewsOrganic Social
      /blog/stripe-fees/docs/pricing

      3 pages · 4m 56s engaged

Fig. 1The visitor list on the example site, with one customer's journey unfolded. For a research publisher, check which pages the buyer read on each return before the purchase.

07Setting up

  1. Any HTML sitePut the tag in the head of every report page, the sample form and the checkout page.
  2. Call tally('identify', { email }) when someone requests a sample, so an invoice paid weeks later by the same address links by email.
  3. PaddlePass the visitor's id in customData when opening Paddle checkout for a report, so card sales link with high confidence.

08Questions

  • Can Tally tell me which company a visitor works for?

    No. It records a visitor's city and country from the IP, then drops the IP; it doesn't look up employers. A buyer's email links their payment when your site identified them.

  • A sale was paid by bank transfer. Will it appear?

    Not if the money went straight to your bank. If you sent a Stripe or Paddle invoice and the buyer paid it there, it's read like any other payment.

  • Are prices in euros and pounds counted correctly?

    Amounts are taken without tax and converted to US dollars at the ECB rate for the day, so a report sold in euros adds up with the rest.