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Infusionsoft Orders Overview Dashboard Template

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

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

    The Orders Amount metric in Infusionsoft tracks the total value of orders processed within a specified time period, providing insights into sales performance.

  • Unpaid Orders

    The Unpaid Orders metric in Infusionsoft tracks the number of orders that have been placed by customers but have not been paid for yet.

  • Unpaid Orders Amount

    The Unpaid Orders Amount metric in Infusionsoft shows the total value of customer orders that have not yet been paid, helping businesses track outstanding invoices and manage their accounts receivable.

  • Paid Orders

    Paid Orders is a metric in Infusionsoft that tracks the number of orders that have been paid for by customers. It helps businesses monitor their revenue and track the success of their sales and marketing campaigns.

  • Paid Orders Amount

    Paid Orders Amount is a metric in Infusionsoft that shows the total amount of money generated from all paid orders within a specific period of time. It helps businesses track their revenue and analyze their sales performance.

More 1-click dashboard templates

Infusionsoft Orders by Product & Type
Infusionsoft Orders by Product & Type
With this dashboard template, you’ll be able to find out how your business is performing and what you ought to be focusing on.
Infusionsoft by Keap
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Explore all of Databox’s functionalities:

Customize this dashboard with Databox

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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