Dashboard reports | Reporting in Ontraport

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SUMMARY

Dashboard reports

21 min of content

3 lessons

Customize your Metrics and Trends Dashboards and set up reporting automations so you can track your sales, marketing and business data.

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SECTION OVERVIEW

Lessons for dashboard reports

1 Metrics Dashboard More info arrow_drop_down schedule 9:26 min Start lesson play_circle

Learn the metrics you can plug into your dashboard to track important stats as you grow your business.

You'll learn

Ways to view and organize your dashboard
How to create metrics by customer activities, sales and more
How to add conditions to view only the data you want
Steps to edit or delete metrics you’ve created

2 Trends Dashboard More info arrow_drop_down schedule 4:52 min Start lesson play_circle

Ontraport’s Trends Dashboards gives you a bird’s-eye view of how your sales, marketing and business data changes over time.

You'll learn

How to put your most valuable trend charts front and center
Which charts to look at for sales stats, page performance, recurring revenue and more
How to filter each chart to view the exact data you need
How to view specific contacts, emails, pages and more, without switching windows

3 Building custom reporting automations More info arrow_drop_down schedule 7:04 min Start lesson play_circle

Learn how to use automations to create detailed custom reporting on your business processes — and step up your oversight on key performance indicators.

You'll learn

How to build a reporting automation and track live results for any given process
Our tips for adjusting the automation for your products and goals
How to interpret the reports you generate
More ideas for processes you can track using automations

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