Numerics integrates with Ontraport to let you create dashboards that visualize your contacts, messages, and sales. It also lets you combine business metrics from Ontraport, Pipedrive, Google Analytics, Google Sheets & a variety of tools in your tech stack - into a unified, marketing dashboard that is glanceable and easy to understand.
With Numerics, you never lose sight of how your contacts, messages, and sales are performing. Now focus on the KPIs that matter most and make data-driven decisions anywhere, every time!
Ontraport is a CRM and automation platform designed for any business that’s ready to scale, giving you all the tools you need for selling, marketing and managing a business online — in one app.
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Pre-built Ontraport KPI Templates.
Easy-to-use widget templates that serve as the building blocks to customizing your Ontraport dashboard.
Easy custom sales and marketing dashboard design.
Connect with your Ontraport account and create your own dashboards in minutes. No coding or training is required.
Ontraport Dashboard Setup GuideSecure, direct device-to-Ontraport connections.
The only Ontraport Dashboard tool on the planet that does not replicate your data and connects to the Ontraport servers directly from your devices. No intermediary cloud servers, secure by design.
KPIs & Key Metrics for Ontraport Dashboards
Build live sales and marketing dashboards using the pre-designed Ontraport dashboard widgets or KPI templates listed below.
Contacts
Contacts by credit card type
The total number of contacts for your chosen credit card type.
Contacts by email status
The total number of contacts for your chosen email status.
Contacts by priority
The total number of contacts for your chosen priority.
Contacts by SMS status
The total number of contacts for your chosen SMS status.
Contacts by status
The total number of contacts for your chosen status.
Overall contacts
The total number of overall contacts for your chosen time span.
Messages
Email message click rate
The gauge for the number of email clicks compared to the total number of sent emails.
Email message open rate
The gauge for the number of email opens compared to the total number of sent emails.
Email message unsubscribe rate
The gauge for the number of email unsubscribe requests compared to the total number of sent emails.
Messages by type
The total number of messages for your chosen message type.
Simple mail click rate
The gauge for the number of simple mail clicks compared to the total number of sent emails.
Simple mail open rate
The gauge for the number of simple mail opens compared to the total number of sent emails.
Sales
Declined sales rate
The gauge for the amount of declined sales compared to the total amount of attempted sales for your chosen time span.
Paid sales rate
The gauge for the amount of paid sales compared to the total amount of attempted sales for your chosen time span.
Refunded sales rate
The gauge for the amount of refunded sales compared to the total amount of attempted sales for your chosen time span.
Top sources by sales
The top 5 sources by sales amount for your chosen time span.
Voided sales rate
The gauge for the amount of voided sales compared to the total amount of attempted sales for your chosen time span.
A Native Ontraport Dashboard App for all your Apple devices
Apple Watch: Wear your Ontraport KPIs.
Ontraport Metrics Everywhere!
Have your KPIs & metrics break out of your sales and marketing dashboard app into other parts of your devices.
Lock-screen widgets on your iPhone.
Keep track of your most important sales and marketing metrics of Ontraport right from your iPhone lock screen.
Notification center widgets for your Mac.
Connect your Ontraport metrics to your MacOS sidebar.
Ontraport data driven home screens for your iOS Devices.
Native home screen widgets for your iPad & iPhone powered by data from your Ontraport account.
Watch complications for your Apple Watch faces.
Design a custom sales and marketing watch face using Ontraport data.
Make Siri Ontraport data aware!
“Hey Siri, what’s the status of top sources by sales?"
“Subscription Sales with USD 29450 is the top source for Top Sources by Sales”
Stream & share Ontraport KPIs with other users.
Stream a sales and marketing dashboard to other Numerics users & co-create dashboards with your team in real-time via secure iCloud sharing & collaboration with Messages.
Related Documents:
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Ontraport Dashboard Setup Guide
A quick guide to getting started with Ontraport dashboards in Numerics.
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Browse all Ontraport specific Numerics documentation.
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Securely share your ActiveCampaign dashboards with teams using templates.
Deploy group dashboards organization-wide. Import templates using a guided wizard.
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Display real-time dashboards on Apple TV to keep team members focused on their work.
An ActiveCampaign Team Dashboard App for the Apple TV
Related Blog Posts:
Ontraport Integration Specifications:
Ontraport Inc. Support:
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