Infusionsoft by Keap

Free Infusionsoft Dashboard Examples and Templates

All Infusionsoft by Keap dashboard templates come pre-built with some of the most commonly tracked Infusionsoft by Keap metrics from the most popular tools. You can customize your templates at any time.

Infusionsoft by Keap templates

Track some of the most common Infusionsoft by Keap metrics and KPIs and analyze your performance with just a few clicks.

What Is an InfusionSoft Dashboard?

An InfusionSoft dashboard offers a comprehensive overview of sales and marketing metrics essential for small businesses. It presents key data points and trends in customizable visualizations, helping you track campaign performance, lead generation, customer interactions, and other critical metrics that drive your marketing success.

What Should Be Included in an InfusionSoft Dashboard?

To take full advantage of an InfusionSoft dashboard, we recommend including such metrics as Orders Amount, Total Contacts, Emails Sent, Total Opportunities, and Paid and Unpaid Orders Rate. By visualizing and analyzing these key metrics, you can gain valuable insights to optimize your sales and marketing efforts and maximize your return on investment.

How to Create a Infusionsoft by Keap Dashboard

With our dashboard design wizard, building a dashboard in Databox is as simple as connecting a data source, choosing the metrics you need from our Metrics Library, and waiting for your data to populate -- which only takes a few seconds. No coding and design skills are required.

Create a new dashboard using our Designer tool

Create a new dashboard using our Designer tool
Create a new dashboard using our Designer tool

Name your dashboard

Name your dashboard
Name your dashboard

Select a data source

Select a data source
Select a data source

Drag-and-drop pre-built metrics from that source to your dashboard

Drag-and-drop pre-built metrics from that source to your dashboard or drag a blank visualization first and select the metric you’d like to associate with it.
Drag-and-drop pre-built metrics from that source to your dashboard

Customize each metric block

Customize each metric block by date range, comparisons, goals, and more.
Customize each metric block
no-code designer

Visualize your performance

Just drag and drop the metrics you want to visualize, then toggle between visualizations or compare performance to other timelines in a few clicks.
Designer screen
  • Drag & drop your metrics

  • No-code editor

    No-code editor

  • Fully customizable

    Fully customizable

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Whether you are looking for client reporting dashboards, agency dashboards, marketing dashboards, or sales dashboards, Databox can help you build them.

Let us know what you are trying to build and our team of experts will help you turn your data into actionable insights.

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