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Must-Have 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.

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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.

Infusionsoft Orders & Product Overview dashboard template preview

Infusionsoft Orders & Product Overview

With this dashboard template, you’ll be able to get a comprehensive overview of the metrics that are most important to your online store, including total sales and popular products.

You don't use Infusionsoft by Keap?

You can build a dashboard with any data using our 130+ one-click integrations, incl. Zapier, Make, Google Sheets, or a SQL database.

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Build the Infusionsoft by Keap dashboard your team actually needs

Create a custom view of your most important Infusionsoft by Keap metrics – no coding or design skills required.

The Databox dashboard designer: a metric library beside a blank canvas, with a metric being added to it

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See every client's performance in one place

Save account managers from hours of copy-paste reporting work.

A Databox client dashboard tracking sessions, conversions, monthly goals, sales pipeline and sessions by country

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Frequently asked questions

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.