Why guess on ROI when you can know?

Better decisions through data

Gone are the days when you had to put your message out there and hope for the best. Now you can measure exactly what’s working, what’s not, and the return on investment—for every last email, webpage, and campaign that you create. Infusionsoft sales reports and marketing reports put the numbers on your side, so you can make the best decisions for your business.

Marketing reports

Forget monster spreadsheets, best-guess efforts, and other clunky ways of measuring your marketing. Infusionsoft marketing reports comb through millions of data points to paint a picture of what’s happening in your business. Get the key information you need:

  • Conversion reports by sales stage, lead source, and other criteria
  • Details about who's completing web forms, opening emails, and clicking links
  • Snapshot of your highest-performing marketing assets and campaigns
  • Lists of contacts who have completed certain actions
  • Delivery status of emails you've sent

Sales reports

Businesses live and die by the revenue they earn, and you need a handle on what that looks like for yours—past, present, and future. The Infusionsoft platform is capable of automatically sifting through mountains of data to provide a 360-degree view of what’s happening. Pull sales reports that will tell you:

  • Revenue by a lead source, contact interests, products, and other criteria
  • Activity history and sales generated by each rep on your team
  • Average time your leads spend in each stage of the sales cycle
  • Projected revenue based on your current efforts
  • Activity and revenue from Referral Partners
  • Custom opportunity reports by owner, sales stage, activity, and more

Order and billing reports

Few businesses love collections, but we all need to get paid. With more than 20 pre-built billing and accounts reports, the Infusionsoft platform gives you the running start you need to make sure your account balances remain healthy:

  • Summaries of sales, receivables, payments, credits, and subscription revenue
  • Income reports by lead source, product, or invoice
  • Customer lifetime value reports (average amount a customer spends over time)
  • Failed credit card and failed invoice lists
  • Custom order reports—cross-referenced to your contacts—with access to all of your custom data fields
  • Integration with top accounting software including QuickBooks and Xero

Admin Reports

Many businesses rely on extended teams, outside experts, and partners to get the job done. Infusionsoft reports can give you a top-level view of the activity within your ecosystem:

  • User logins, leads added, contacts added, and updates
  • All tasks by user, type, due date, completion status, and associated notes

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