21 min of content
Home > Reporting in Ontraport > Dashboard reports
SUMMARY
Dashboard reports
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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
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
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
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
Features
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