Keap Reporting Dashboard
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
80+ Integrations
Combine your clients’ Keap data with all their other KPIs in comprehensive client reports
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 that cater to specific business needs for your clients and their sales team. 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.
Explore All Available Keap Metrics
- 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
Get Insights Into What is Driving Growth
Get granular details into your clients’ sales and marketing performance 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 to gain insights into the effectiveness of your agency's marketing efforts. Tracking key metrics, including total sales, is crucial for understanding revenue month over month. Showcase successes and address areas of improvement, all while keeping clients informed and engaged.
Connect All Your Clients’ KPIs Under One Roof
Build better campaigns with cross-channel reporting. No more wasted time bouncing back and forth between platforms. Connect all your clients’ marketing channels from over 80 platform integrations to analyze performance metrics and monitor the sales process at every stage of customer engagement all in one place. Show clients the full breadth of your advertising efforts with campaign reports.
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.
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.
Connect the Keap integration in seconds to streamline your client reporting.