Available in: Infusionsoft

Look inside your business

Visualize traffic, data, conversions, and more using our updated analytics dashboard. Gain the valuable insights your data can provide to make smart business decisions.

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Laptop with screenshot of Infusionsoft dashboard on it

Marketing reports

Let the software comb through your millions of data points.

  • Conversions by sales stage, lead source, and other criteria
  • Form completion, email open rates, click-throughs, and more
  • Marketing and campaign performance
  • Contact action
Screenshot of marketing campaign report

Sales reports

Instantly sift through mountains of data to pull sales reports that will tell you:

  • Revenue by a lead source, contact interests, products, and other criteria
  • Activity history and sales generated by each rep on your team
  • Projected revenue based on your current efforts
  • Activity and revenue from referrals
  • Custom opportunity reports by owner, sales stage, activity, and more
Screenshot of a sales pipeline report

Order & billing reports

On top of integrating with QuickBooks, Xero, and other accounting software, the platform supports 20+ pre-built billing and accounts reports that track:

  • Sales, receivables, payments, credits, and subscription revenue
  • Income by lead source, product, or invoice
  • Customer lifetime value
  • Orders, failed credit card, and unpaid invoices
Screenshot of an A/R aging report

Administrative Reports

If you rely on extended teams, outside experts, or partners, then rely on our reports to give you a top-level view of the activity within your ecosystem:

  • User logins, leads added, contacts added, and updates
  • All tasks by user, type, due date, completion status, and associated notes
Screenshot of a task note report

Ready to learn more?

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