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Infusionsoft Orders Overview Dashboard Template

Use this free dashboard template to grow the number of orders and improve your marketing and sales strategy by connecting your Infusionsoft account.

Pulls data from

Infusionsoft by Keap

Infusionsoft by Keap

Infusionsoft is a comprehensive marketing automation platform that combines CRM, email marketing, and e-commerce tools, ideal for small businesses. It streamlines marketing campaigns, sales processes, and customer management through automation, helping businesses grow and scale effectively.

If you don't use Infusionsoft by Keap, you can pull data from any of our 130+ one-click, native integrations or from spreadsheets, databases and other APIs.

Infusionsoft Orders Overview Dashboard Template

What you’ll learn from this InfusionSoft Orders Overview dashboard template:

With this dashboard template, you’ll learn how your business is performing and what you should be focused on. Use these insights to grow the number of orders and improve your marketing and sales strategy. Connect your InfusionSoft account and learn:

  • How many orders were placed from our store? Find out the number of orders recorded over a specified period of time. Evaluate how effective your sales process is.
  • How much money does my online store make? Track the total sales of all products and services through your online store within a given time period, i.e., last 30 days, month to date, last 7 days, and more.
  • Is my shopping cart set up properly? Monitor trends in the checkout process that result in unpaid orders. Assess if your shopping cart is built to support the purchasing decisions of your visitors and repeat customers.
  • Which metrics do we need to optimize? Keep your finger on the pulse of your most important e-commerce metrics and their performance month-to-month in order to make better-informed decisions for your business.

Pull additional data using our integration with InfusionSoft by Keap.

What other InfusionSoft metrics can you track and visualize with our integration with InfusionSoft by Keap?

  • Orders
  • Orders Amount
  • Paid Orders
  • Unpaid Orders
  • Total Opportunities
  • Total Contacts
  • Total Campaigns
  • Total Companies, and more.

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Customize this dashboard with Databox

Customize this template with Databox's Dashboard Designer. Add metrics, visualizations, and data from any source with simple drag and drop.

A Databox dashboard beside the Dashboard Designer's visualization picker — number, combo, pie, funnel and bubble