Good decisions start with good data. Ontraport keeps your numbers in four main places: the Dashboard, Performance Mode on your automation maps, Broadcast History, and Sales reports. Here's a quick tour of each. The Reporting in Ontraport course goes deeper on all of them.
Click Dashboard in the main navigation. On the left, you'll see two tabs: Trends and Metrics.
Trends shows how your business changes over time, with a chart for each area. Every plan gets charts for contacts and each custom object, email, SMS, page visits and automations. Plus and above adds sales, monthly recurring revenue, payment plans and tasks.
The timeframe dropdown at the top sets the date range for every chart. Each chart then has its own filters. For example, the Contacts chart can show total, added or active contacts, filtered by owner. The Email chart can show sent, opened, clicked and more, for automated emails, broadcasts, or both.
On the money charts, the dollar and number toggles switch between amounts and counts.
Metrics is the snapshot view. Each metric is a single number for a set time frame, like this month or the last 30 days, and Ontraport keeps it updated for you. All your metrics sit together on one page. The Metrics Dashboard is available on Basic and above.
To build one, click New metric and pick a metric type. You can count how many contacts did something, measure a conversion rate, or find the average time between two things happening, like a sales call and a purchase. Then choose a trigger, any conditions and a time frame, and click Save.
Every automation map has a Performance tab, on every plan. When you open a published map, it goes straight to Performance Mode. Use the date range filter to choose which contacts count. Only contacts added during that range are included.
The Report dropdown has six reports. Contact Flow shows how contacts have moved through the map and where they are now. Funnel Conversion shows conversion rates from goal to goal. Lifetime Value shows the total and average amount spent by contacts who reached each element. Goal Conversion Rate shows which elements work best. Goal Conversion Point shows where contacts were on the map when they converted. And Goal Conversion Time shows how long new leads took to reach each goal.
Click any number of contacts on the map to open that group. From there, you can act on them, like sending some bonus content.
Broadcast History lists the emails and texts you've sent by hand to two or more contacts, plus single-contact sends you've scheduled for later. You'll find it under Automations, or under Contacts if you've turned on other objects like Companies or Deals. Use the Type filter to show only the kind of message you want, like SMS.
Hover over the Sent column to see how many messages were scheduled, sent or failed, and why any failed. Click an email's subject to see its stats: sent, opened, unique clicks and unsubscribes.
For revenue, hover over Sales and click Reports. There are nine. Sales shows how each product is performing, including paid, declined and refunded transactions. Subscriber Retention shows how long subscribers stay and what they're worth. Subscription Sales covers your recurring and payment plan products. Transaction Logs list each transaction by contact, and Product Sales Logs show each sale with its purchase and payment details. Customer Value shows what each customer has spent. Shipping Collected and Taxes Collected track shipping and tax with their payment status. And Open Orders shows upcoming subscription payments, remaining installments, and trials about to convert to paid.
You can filter any report, save groups, and export the data as a CSV.
Want to go further? Webhooks and the Ontraport API let you send your data to other tools for deeper analysis.
So: the Dashboard for trends and snapshots, Performance Mode for your automations, Broadcast History for messages you send by hand, and Sales reports for revenue. That wraps up Getting started. Next up: the Ontraport for marketing course.