Total Customers
The total number of customers who have made purchases through your Ontraport order forms
Template created by
Ontraport Sales Performance
Track your Ontraport sales pipeline from lead to purchase with full revenue visibility.
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The truth about your Ontraport sales performance
Ontraport automates your business. This dashboard clarifies your sales.
Get the essential data on your total customers, new customers, daily orders, and daily revenue all in one place. See breakdowns by product and tag, and monitor your product mix across your Ontraport offers.
SegMetrics’ Ontraport Sales Performance Dashboard is built for businesses using Ontraport’s all-in-one CRM and payment processing who need focused sales insights without digging through Ontraport’s reporting suite. (Plus, SegMetrics lets you see names, emails, and customer journeys behind every metric.)
See what clearer data can do for your Ontraport-powered business.
What's Included
The KPIs you get access to with this dashboard…
New Customers
The number of first-time customers who made their first purchase during a specific time period
Product Mix
A breakdown of the distribution of sales across your different products
Revenue
The total revenue generated from all Ontraport sales during a specific time period
Orders
The total number of orders placed through your Ontraport order forms during a specific time period
Best Selling Products
A ranking of your top-performing products by customers, orders, and revenue
Sales by Tag
Total sales broken down by CRM tags for segmented performance tracking
Deep Dive
Inside the Ontraport Sales Performance Dashboard Template
Why this Dashboard
Why use the Ontraport Sales Performance Dashboard?
Ontraport is a powerful all-in-one platform for CRM, marketing automation, and payments — but with so much functionality, it can be hard to get a clean view of just your sales performance. SegMetrics’ Ontraport Sales Performance Dashboard cuts through the complexity and gives you a focused, actionable sales overview.
Don’t get buried in your CRM. Get the metrics you need, when you need them, and grow your business with confidence.
Who it's for
This dashboard is perfect for:
- Businesses using Ontraport for CRM, marketing automation, and payment processing
- Marketing teams running Ontraport campaigns who need clear sales visibility
- Business owners who want focused sales data without navigating Ontraport’s full reporting suite
- Anyone who wants clearer visibility on Ontraport sales performance than the native dashboard provides
What you can do
What can you do with this info?
Monitor your Ontraport sales health at a glance. Identify red flags in your revenue instantly, especially when you use Metric Alerts with this sales data.
How Often
How often should you use it?
Review this dashboard daily or weekly, depending on the speed and size of your business. Definitely daily if you’re running a major promotion.
Integrations needed
What integrations do you need to use this dashboard?
The Ontraport Sales Performance Dashboard requires your Ontraport integration. Since Ontraport serves as both your CRM and payment processor, no additional integrations are needed — though you can connect other tools for even richer data. See our full list of integrations.
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Built on your Ontraport data
This dashboard reads straight from the integration below. Connect it once and the template fills itself in.
How SegMetrics Works
You have questions. SegMetrics has answers.
When your data is fragmented across multiple tools, it’s hard to find answers to important questions about your marketing — like which ads bring in contacts with the highest LTV after 3, 6, and 12 months.
SegMetrics connects your data from all your marketing tools, including ad platforms, CRMs, email systems, payment processors and more. Find the hidden profits in your marketing.
Trusted by 3,000+ Marketers and Agencies
Joanna Wiebe
Founder, Copyhackers
“Since switching to SegMetrics, we’ve been able to rely on our dashboard in ways we just couldn’t with 'the other guys’.”
Brendan Dubbels
Senior Partner Manager, Ontraport
“It’s not enough for us to just track our ads right after the first click because someone may convert 6 months later. SegMetrics has made a huge difference in our ability to track what we are actually getting from our paid ads. We can even track the impact individual salespeople are having during the sales process.”
Eben Pagan
Founder, Eben Pagan Training
“SegMetrics gives you X-Ray vision to reveal what your customers are doing, how your marketing funnel is working...”
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