ReportMojo

Need better reporting?

Custom reports for Keap

Work with us to build the reports you need with the data available from the Keap API. All reports are hosted on ReportMojo and automatically updated every night, or on-demand when you need them.

No credit card required.

Watch the demo: a short walk-through of ReportMojo and how it can help you if you're using Keap.

Our process is simple

We meet via GotoMeeting and spec out the reports you need. Once we have the requirements, we build, deploy, test, and tweak the report as needed.

  1. 1

    Automated custom reports

    Let's hop on a call and spec out a report that you need built.

  2. 2

    Expert development

    We'll develop, test, and deploy it to our reporting server for you to access.

  3. 3

    Reports built within 5 days

    Set up automated report delivery via email to your team for easy access.

Access these pre-built reports today

Setup is fully automated. When finished, you will have access to all of these reports.

New leads and customers

Lead to Conversion ROI

  • How long does it take for a lead to become a customer?
  • A quick way to see how well you are nurturing your leads. Do leads purchase immediately, or do they take their time?
  • See the overall percentage of customers who convert quickly vs. who take their time.
Lead to Conversion ROI report

Subscription performance over time

Subscription Stick Rate

  • How well is your subscription program doing? How many active members did you have last year, compared to this year?
  • In what time frame does someone cancel? For the people who are active, how long have they been active members?
  • Plenty of other churn and retention stats, already built and easily accessible today.
Subscription Stick Rate report

Revenue generated from invoices

Revenue Growth

  • How much revenue is coming from paid invoices? How much is unpaid?
  • Refunds are excluded, as we normally like to think in terms of NET revenue.
  • Broken out yearly, quarterly, and weekly to easily visualize revenue growth.
  • Most Keap reports include all revenue even if it has not been collected yet. With ReportMojo, we handle refunds and credits the way you want.
Revenue Growth report

Forecast future subscription revenue

Upcoming Subscription Payments

  • How many subscriptions are going to be billed this month? How much money does that represent?
  • Payments showing in the past likely mean billing information is no longer valid. A great report for cleaning up your subscriptions.
  • Filter for specific subscription programs and break them out by product and billing frequency.
Upcoming Subscription Payments report

Monthly: paid / unpaid / refunded

Monthly Sales Snapshot

  • A simple monthly view of your sales and customers.
  • View refunds, paid, and unpaid orders.
  • Track the $ paid per customer on a monthly basis.
Monthly Sales Snapshot report

Custom report examples

A handful of custom reports we've built in the past, each developed to the customer's requirements. If the data is accessible and the report is technically possible to build, we can build it.

  • Customer Lifetime Value – Monthly Interval

  • Future Payment Plan Revenue by Week

  • Subscription Cancellation Tracking

  • Company Sales and Stats

  • Daily Sales for Specific Products

  • Sales Rep Conversion Percentage

  • Subscription and Revenue Dashboard

  • ROI by Lead Source and Tags

  • Revenue by Product Categories

  • Repeat Customers by Month

  • Sales and Refunds by Owner

  • Payment Plan Projections by Product Category

  • Custom ROI Report

  • Lead Source Conversion Rate

  • Sales by City and State

  • Days Until Conversion

Custom development details

Automated report updates

ReportMojo updates all of your reports every night. You can also update them on-demand whenever you want, so you always have the most accurate data possible.

Free Account

Free

Get started for free. We will set up your ReportMojo account, but report updates will be unavailable. No credit card required.

  • Access to pre-built reports
  • Expert development available
Get started for free

Premium Plan · 100,000+ contacts

$137 / month

Simple pricing for larger accounts with more than 100,000 contact records.

  • Automated report updates
  • Automated report delivery
  • Expert development available
  • Expert support
Get started now

Need a report Keap doesn't give you?

We've built hundreds of custom reports for Keap clients. Tell us what you need and we'll tell you quickly whether it's possible.