Welcome to your Kartra account! This guide will walk you through the key areas of your dashboard, so you can start managing your business with ease.

Navigating your account

The dashboard is your control center, where you can create, manage, and track everything for your online business.

Here’s a breakdown of the main areas (click the image above to enlarge):

Feature menu

Located on the left side of the dashboard, the feature menu is where you’ll access the tools you need to build and manage your business. Here, you can create:

  • Campaign funnels
  • Products
  • Web pages
  • Membership sites and online courses
  • Opt-in forms
  • And more!

Think of this menu as the toolbox for all your business assets and operations.

Resource menu

You’ll find this menu at the bottom left corner. It’s where you’ll access important settings and external tools, including:

  • Uploaded media
  • Account settings
  • Integrations
  • Domains and DKIM settings
  • Support resources

Admin menu

The admin menu is in the top right corner, accessed by clicking your profile avatar. Here’s what you can do:

  • Profile: Update your login details, business address, and other personal information.
  • Team members: Add team members, set roles, and manage their access.
  • Billing: Manage your subscription with ease—update payment methods, view invoices, adjust your plan, and more.
  • Agency: Manage client accounts through your Kartra Agency dashboard.
  • Affiliate section: Track your affiliate earnings, manage settings, and find your referral links.

To the left of your avatar, there are three quick-access icons:

  • Global search: Use the magnifying glass icon to search for any feature or asset in your account.
  • Recycle bin: Restore deleted items from any area within the last 30 days.
  • News & alerts: View updates from the Kartra team and important alerts related to your account.

Dashboard analytics overview

As you start creating content, setting up sequences, and managing memberships, tracking your performance is crucial. Your dashboard provides a snapshot of key analytics to help you monitor the health of your business.

To open the main dashboard, click the Kartra logo in the top left or use the admin menu by clicking your avatar and selecting Dashboard.

The dashboard gives you insights into five key areas:

  1. Sales
  2. Subscriptions
  3. Recent broadcasts
  4. Traffic & conversions
  5. Helpdesk
  6. Calendar

Here’s a quick look at what each section offers:

Sales: See how your products have been performing over the past week. The sales section displays:

  • Total sales and rebills
  • Refunds
  • Revenue and profit (calculated as revenue minus refunds and affiliate commissions, if applicable)

Hover over the bars on the graph for daily breakdowns. The "Top Affiliates" tab also shows sales generated by your three most active affiliates, including a daily sales breakdown.

Subscriptions: Track how many people have signed up for your lists, sequences, and memberships over the past week. The green and red indicators show you the total number of new sign-ups and unsubscriptions.

Recent broadcasts: View data for your three most recent emails or SMS messages. See delivery rates and engagement metrics at a glance. Click on a broadcast's name to dive deeper into the content and performance details.

Traffic & conversions: Understand how visitors are interacting with your most popular pages, videos, and forms. The graph shows daily traffic over the last seven days, and you can hover over each item to preview the content. "Goals" in this section refer to conversion events, such as purchases, form submissions, or video plays.

Helpdesk: Keep an eye on your support metrics, including:

  • New tickets and chats
  • Unopened tickets
  • Customer satisfaction ratings

Calendar: View your next three upcoming appointments and the number of registrants (for group events) or individual names (for one-on-one bookings). Click an appointment to get more details or manage your schedule.