Infusionsoft Orders by Product & Type Dashboard Template

Template created by Databox Databox
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Uses one-click integrations:

  • Infusionsoft by Keap Infusionsoft by Keap

If you don’t use Infusionsoft by Keap, you can pull data from any of our 100+ one-click, native integrations or from spreadsheets, databases and other APIs.

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What you’ll learn from this InfusionSoft Product & Type Overview Dashboard Template:

With this dashboard template, you’ll get a comprehensive overview of the metrics that are most important to your online store, including total sales, popular products, and more. Metrics cover everything from the number of Orders, the amount earned from a certain product or product type, paid orders, and more. Connect your InfusionSoft account and learn:

  • How many orders were placed from our store? Find out the number of all orders recorded over a specified period of time. Evaluate how effective your sales process is.
  • Which products drive the most sales? Determine your best selling products by how much revenue you earned from them––this information is useful as it informs you on which products are most likely to attract more buyers to your ecommerce store and increase your sales and revenue.
  • 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.
  • What type of products attracts the most customers? Find out which product types are your best sellers and how many of these items were bought by your customers in a certain month.

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.

There are numerous metrics and metric combinations you can track using InfusionSoft by Keap. And in Databox, you can quickly visualize your InfusionSoft by Keap metrics in a variety of different ways. Read more about Databox’s InfusionSoft by Keap integration.

Infusionsoft by Keap Infusionsoft by Keap metrics included in this template
  • Orders

    The Orders metric in Infusionsoft tracks the number of orders placed by customers, including the total revenue generated and the average order value.

  • Amount by Product

    The Amount by Product metric displays the total sales revenue generated by a specific product in Infusionsoft.

  • Orders Amount by Type

    The Orders Amount by Type metric in Infusionsoft represents the total sales revenue generated by each order type (product, subscription, service, etc.) within a selected time frame.

  • Unpaid Amount by Product

    The Unpaid Amount by Product metric in Infusionsoft shows the total amount of outstanding payments owed by customers for a specific product or service, allowing businesses to track and manage their accounts receivables more effectively.

  • Unpaid Orders Amount by Type

    The Unpaid Orders Amount by Type metric tracks the total amount of outstanding orders, categorized by type (such as products or services), which are yet to be paid by customers in the Infusionsoft platform.

  • Unpaid Orders Count by Product

    The Unpaid Orders Count by Product metric in Infusionsoft shows how many orders have been placed for a particular product but have not yet been paid for. This can help businesses to track unpaid orders for each product and take action accordingly.

  • Unpaid Orders by Type

    The Unpaid Orders by Type metric in Infusionsoft tracks the number and type of orders that are unpaid, which helps in managing and prioritizing follow-up actions.

  • Paid Amount by Product

    The Paid Amount by Product metric in Infusionsoft shows the total amount of revenue generated by each product over a specified time period, allowing businesses to track which products are most profitable.

  • Paid Orders Amount by Type

    The Paid Orders Amount by Type metric in Infusionsoft shows the total amount of paid orders for each order type, providing insight into which product or service types are generating the most revenue for the business.

  • Paid Orders Count by Product

    The Paid Orders Count by Product metric is a measure of the number of products that have been purchased by customers, displayed in descending order of popularity or sales. It provides insights into consumer preferences and can be used to optimize product offerings and marketing strategies.

  • Paid Orders by Type

    Paid Orders by Type metric in Infusionsoft measures the total value of orders processed by various payment methods such as credit card, check, or cash.

  • Orders Count by Product

    The Orders Count by Product metric in Infusionsoft measures the total number of orders for each product sold over a specified period. This information can be used to identify which products are in high demand and adjust marketing strategies accordingly.

  • Orders by Type

    The Orders by Type metric in Infusionsoft displays the total number of orders in each order type (i.e., physical item, digital item, service, or subscription) for a given date range.

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Sometimes, you’ll want to dive deeper into performance. When you need to customize this template (or any other dashboard) to include different metrics, add metrics from different sources, etc., you can do so by using Databox’s Dashboard Designer.

The Designer allows you to easily drag-and-drop metrics and visualizations from any data source right into your dashboard.

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