Infusionsoft Orders Overview Dashboard Template

Template created by Databox Databox
Use this free dashboard template to track the monthly performance of your YouTube channel. Keep an eye on your most important YouTube metrics such as watch time, views, referral sources, and so on.

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 70+ one-click, native integrations or from spreadsheets, databases and other APIs.

Get this dashboard for free

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

    Number of Orders during specified Date Range.

  • Orders Amount

    The Amount of Orders during specified Date Range.

  • Unpaid Orders

    Number of Unpaid Orders during specified Date Range.

  • Unpaid Orders Amount

    The Amount of Unpaid Orders during specified Date Range.

  • Paid Orders

    Number of Paid Orders during specified Date Range.

  • Paid Orders Amount

    The Amount of Paid Orders during specified Date Range.

  • Orders by Product

    Number of Orders during specified Date Range split up by Product.

  • Orders by Type

    Number of Orders during specified Date Range split up by Type.

Customize dashboard
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.

Get Started