Track Infusionsoft CRM analytics right within your Dasheroo data dashboard! Add key CRM, sales and marketing insights from Infusionsoft right alongside your social media marketing and website analytics KPIs to one great-looking dashboard.

Want to see how your e-commerce sales or subscription business is doing? How about who your best salesperson is this week? Combine that with your website traffic from Google Analytics and your social media followers and you've got one great set of KPIs to view to get an up-to-date snapshot of how your business is performing.

Best of all it's all in one place, Dasheroo.

Overview

View the overall performance of your Infusionsoft account.

Overview

Top Sales Representatives

View the sales representatives who contributed most to revenue in the given time period.

Top sales representatives

Opportunity Pipeline

View a funnel insight of the number of opportunities in different sales stages.

Opportunity pipeline

Opportunities by Sales Representative

View the number of opportunities currently being worked on by different sales representatives and how it is trending.

Opportunity sales rep

Opportunity Timeline

View the number of days opportunities stay in each of the different sales pipeline stages.

Opportunity timeline

Total Sales

View the revenue generated by different opportunities and how it is trending in the given time period.

Opportunity sales

Contacts

View the total number of contacts added to your Infusionsoft account in the given time period and how it trends.

Contacts growth

Contacts By Tags

View the number of contacts in your Infusionsoft account filtered by tags and how they are trending in the given time period.

Contacts growth by tag

Revenue vs Refund

Compare your Infusionsoft revenue with your refunds for the given time period.

Revenue refund pie

Subscription Revenue

View the revenue generated by subscription plans in your Infusionsoft account.

Subscription revenue

Subscription Revenue by Plan

View the revenue generated by subscriptions to specific plans in the given time period.

Subscription plan revenue

Opportunity Revenue Forecast

View the forecasted revenue for opportunities and how it is trending in the given time period.

Opportunity revenue forecast

Ecommerce Overview

View a snapshot of your ecommerce site's performance.

Ecommerce overview

Lead Sources Leaderboard

View a leaderboard report of all lead sources in your Infusionsoft account ranked by number of opportunities.

Top lead sources

Products Leaderboard

View a leaderboard report of the products that contribute to most revenue in the given time period.

Top lead products

Contacts by Lead Source

View a trending line of contacts filtered by different lead sources.

Contacts by lead source

Best Revenue Days

View a report of the days when your business generated the most revenue in the given time period.

Best revenue days

Sales by Lead Source

View the total sales filtered by different lead sources and how they are trending.

Sales by leadsource

Campaign Funnel

View how contacts move through the different steps of a selected campaign.

Campaign funnel

Failed Transactions

View failed transactions along with the reason for failure within the given time period.

Failed transactions

Goal Completions

View the number of goal completions for a specific goal within a campaign, and how it trends in the given time period.

Goal completions