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Keap Reporting Dashboard

Need an automated solution for your clients’ Keap sales and marketing reports? The Keap reporting integration gathers real-time Keap data and presents it in an intuitive format that your clients will love.

Keap marketing dashboard overview

Showcase Revenue Month Over Month

Display success metrics to present the true value your agency brings to the table

Track Contacts, Opportunities, and Sales

Optimize your campaigns and make data-backed decisions at every step of the funnel

Highlight Customer Growth

Ensure your client’s customer base keeps growing by staying on top of churn and new subscription rates

70+ Integrations

Combine your clients’ Keap data with all their other KPIs in comprehensive client reports

AUTOMATED KEAP REPORTING

Easily Track All Your Keap Data

Analyze active and inactive contacts, win rates, top products, sales details, and more! Take the Keap (formerly Infusionsoft) template as a starting point or build custom marketing dashboards for your clients. Your prebuilt Keap dashboard template automatically pulls in your client’s Keap metrics in an easy-to-understand Keap dashboard. All your clients’ real-time data is ready to be flipped into client-ready reports in minutes.

Keap widgets added into marketing dashboard
Metrics Explorer

Explore All Available Keap Metrics

See all the metrics you can easily add to your client reports and marketing dashboards
    • Amount
    • Amount Discounted
    • Amount Due
    • Amount Owing
    • Amount Paid
    • Amount Refunded
    • Average Order Value
    • Average Quantity
    • Churned Amount
    • Churned Mrr
    • Churned Subscriptions
    • Companies
    • Contacts
    • Date
    • Mrr
    • Net Amount
    • Net Average
    • Opportunities
    • Order Amount
    • Order Revenue
    • Orders
    • Payment Amount
    • Payment Average
    • Payment Transactions
    • Products
    • Proj Revenue High
    • Proj Revenue Low
    • Refund Amount
    • Refund Average
    • Refund Transactions
    • Subscriptions
    • Total Quantity
    • Transactions

    HIGHLIGHT YOUR SUCCESS

    Get Insights Into What is Driving Growth

    Get granular details into your clients’ sales and marketing data. Drag and drop key metrics–including the total number of payments, subscriber growth, and month-over-month revenue–to the forefront of your dashboards and client reports.

    Keap revenue and growth metrics

    FULL-PICTURE REPORTING

    Connect All Your Clients’ KPIs Under One Roof

    Build better campaigns. No more wasted time bouncing back and forth between platforms. Connect all your clients’ marketing channels from over 70 platform integrations to analyze performance metrics all in one place. 

    Keap combined with other marketing integrations

    ADD YOUR PRO TIPS

    Data Storytelling Made Easy

    Add annotations and goals to your line charts and date-based column charts to point out specific changes or highlight goal-beating moments! Keep clients up-to-date with your agency’s progress in plain English and use the Goal-tracking bars to keep your whole team on track.  

    annotations and goals

    COMPLETE WHITE LABELING

    White Labeled Keap Dashboards & Reports

    Personalize your Keap (formerly Infusionsoft) dashboards and reports with your own logo, brand colors, and more. Use the white label reporting suite to present your campaign results in professional Keap marketing reports that look like they were built by your agency.

    white labeled keap dashboards and reports

    Connect the Keap integration in seconds to streamline your client reporting.

    Get Started for Free

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