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Dashboard
Drag. Drop. Done. Infusionsoft Reporting Made Easy.

Improving your Sales Process

Better conversion rates, faster sales cycles, more quotas met. Easy Insight is the affordable and intuitive solution for your sales reporting and dashboards.


Prebuilt Reports to Get You Started

As soon as you connect your Easy Insight account, you'll have a rich prebuilt dashboard including a variety of reports on the current status of your pipeline, historical point in time reporting across your opportunities and ecommerce data, and searchable tables to provide you with detailed opportunity and ecommerce information in a couple of clicks.


Collaboration

Define data level security to ensure that different sales managers and reps can only see their appropriate subsets of data. Keep an eye on reports on your tablet or phone, or set up recurring email deliveries.


Try Easy Insight Now!