Custom Reports

Measure the Value of Your Marketing Campaigns

The easiest way to grow your business is to scale what works and kill what doesn’t. Customizable Segments give you the power to find exactly what works – for email content, Lead Magnets, webinars, and more – so that you can improve your marketing

Find Out How

Report on Specific Cohorts

Configure a Custom Segment based on the Tags people have (or don’t have), Campaign, Lead Source, Referring URL and Products. Now you’ll get critical metrics -- New Leads, Revenue, Lead Value and more -- for just the people in the Segment you’ve created.

It’s never been easier to get valuable metrics for specific segments of your leads!. See who clicks an email link or opt in for a specific offer – and how those actions lead to revenue.

Quickly Identify Trends to See How Your Business is Growing

The metrics that drive your business are not static. With Rolling Reports, instantly get advanced reporting on how your Facebook ads did this week, or the month-over-month growth of your evergreen marketing funnels.

Keep your pulse on the leads and campaigns that make your business money.

Snapshot Reports For Ultimate LTV Tracking

Dive into your campaigns weeks, months & years later and find how your customers generate more revenue. Want to know how your latest launch compares to your previous launch? How about how much those leads are worth a year later?

Create a Custom Segment based on when leads first entered your Infusionsoft account and monitor their growth over days, weeks & months to see how their Lifetime Value changes over time.

Automated Email Reports On How Your Segments Are Performing

Best of all, Custom Segments are delivered to you in your standard SegMetrics Email Report. Save a Segment, then automatically get reporting on the key metrics for that Segment – New Leads, Revenue, Lead Value, Conversion Rate – delivered to your inbox.


SegMetrics has allowed me to look at my audience behavior and react much more quickly to trends. Infusionsoft cannot give you this information fast enough to matter.
— Scott Queen — Infusionsoft Marketer at Strategy & Movement