IntegrationsKeap

Keap Reporting Integration

Need an automated solution for your clients’ Keap sales and marketing reports? The Keap reporting integration allows users to gain access to advanced reporting capabilities, gathering real-time Keap marketing automation data and presenting it in an intuitive format that your clients will love.

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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

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 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.

View the Keap Template

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 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.

FULL-PICTURE REPORTING

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.

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.

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.