Overview

View the overall performance of your Infusionsoft account.

Top Sales Representatives

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

Opportunity Pipeline

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

Opportunities by Sales Representative

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

Opportunity Timeline

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

Total Sales

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

Contacts

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

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.

Revenue vs Refund

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

Subscription Revenue

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

Subscription Revenue by Plan

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

Opportunity Revenue Forecast

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

Ecommerce Overview

View a snapshot of your ecommerce site's performance.

Lead Sources Leaderboard

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

Products Leaderboard

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

Contacts by Lead Source

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

Best Revenue Days

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

Sales by Lead Source

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

Campaign Funnel

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

Failed Transactions

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

Goal Completions

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