Keap Reporting

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.

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.

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. 

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.  

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.