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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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
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
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
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
