Updated: 12 Nov 2025 - LC
What: Get report of sales
Why: To have an overview of the sales
STEPS:
1. Log in to Infusionsoft
2. Click the 3 vertical lines beside the Keap logo to open the menu
3. Click 'Reports' under 'E-Commerce'
4. Select the report:
All Sales (Itemized) Report
5. Select these 'Search Criteria':
Date: 1st day of the month and last day of the month then click OK, example:
6. Tick box on the left to select all results and click Actions then Export; save to your desktop as reference
6.1:
6.2:
7. Open Sales report spreadsheet:
Name: Product Sales-Money Collected_2021-2025.xlsx and SALES REPORT - 2012_2025.xlsx
Saved here:
8. Add a new tab in the sales report document then rename the tab to that month and year, e.g., "Jul '23"
9. On your exported report from #7, calculate the total of the sales and the money collected for the different categories of what generates income listed on the document:
ISCA
DMM
The exported report will not explicitly say these things so you will have to determine. For example, a sale of an ISCA repeat is considered 'ISCA' and so will be added to that category's total
Total sales means the actual total of all the raw sales; for example:
$3500 pay in full
+ $5760 payment plan (total of the $360x16 payment plan)
= $9260 total sales
Money collected means the actual total of the money collected from the sales; for example:
$3500 pay in full
+ $360 from the payment plan (first payment from the $360x16=$5760 payment plan in the example above)
= $3860 money collected
10. Fill out the column for that month with the calculated sales and money collected total from the exported report
a. In the spreadsheet 'Product Sales-Money Collected_2021-2025.xlsx':
If a customer gets a discount on their payment plan, add the discount on the discount row to reflect that
After that, adjust the total sales by deducting that discounted amount; steps 11 & 12 example: video here
13. Save the document