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CRM integration

Ontraport reporting & pipeline

Turn cRM contacts, attribution, transactions, purchases, products, orders, and subscriptions into 53 governed metrics for dashboards, agent answers, and cross-channel reporting.

What you can do with Ontraport in Maven

Maven models Ontraport into 53 governed metrics from the semantic layer. Track Orders, Gross Revenue, Net Revenue, Ecommerce Discounts and Ecommerce Refunds, break results down by Order Number, Source Timezone, Cancel Reason and Financial status, and report Ontraport alongside Google Ads, LinkedIn Ads and Google Analytics 4 without rebuilding exports or metric logic for every report.

What you can measure

53 Ontraport metrics you can use consistently

Maven keeps Ontraport numbers consistent across dashboards, reports, and answers so the team is not debating which spreadsheet is right.

Orders

Count of orders

Gross Revenue

Gross revenue from orders

Net Revenue

Net revenue from orders

Ecommerce Discounts

Discounts from orders

Ecommerce Refunds

Refunds from orders

Units Sold (Ecommerce)

Units sold from orders

AOV

Average order value from orders

Order Count

Orders represented by the order-level ecommerce fact

Order Gross Revenue

Gross revenue at order grain

Show all 53 metrics

Order Net Revenue

Net revenue at order grain

Order Refunds

Refund amount at order grain

Order Units

Units sold at order grain

Completed Orders

Orders not marked cancelled in the canonical order fact

Cancelled Orders

Orders marked cancelled in the canonical order fact

Ecommerce Subtotal Revenue

Order subtotal before tax shipping discounts and refunds

Subtotal Price

Order subtotal before tax shipping discounts and refunds

Seller Discount

Seller-funded discounts on TikTok Shop orders

Platform Discount

Platform-funded discounts on TikTok Shop orders

SKU Count

Distinct SKU counts reported on TikTok Shop orders

TikTok Shop Items

Items represented on TikTok Shop orders

TikTok Shop Revenue

Gross revenue on TikTok Shop orders

Total Line Items

Line items represented across canonical orders

Total Weight

Order Tax

Tax amount collected on order-level ecommerce rows.

Order Shipping

Shipping amount charged on order-level ecommerce rows.

Shopping Impressions

Product-listing impressions reported by Google Merchant Center

Shopping Clicks

Product-listing clicks reported by Google Merchant Center

Shopping Conversions

Product-listing conversions reported by Google Merchant Center

Shopping Revenue

Product-listing conversion revenue reported by Google Merchant Center

Ecommerce Product Revenue

Gross product revenue across commerce and shopping product rows

Ecommerce Product Units Sold

Units sold for the product at daily grain.

Ecommerce Product Discounts

Line-level product discounts.

Ecommerce Product Net Revenue

Net product revenue after line-level discounts.

Ecommerce Product Orders

Distinct orders containing this product.

Current MRR

Latest monthly recurring revenue snapshot per platform, account, and currency. Stripe includes active and past-due fixed recurring items normalized monthly; excludes trials, free prices, metered usage, taxes, and one-time charges. Discounts are not yet netted from Stripe item prices.

Historical MRR

Official historical daily monthly recurring revenue reported by Paddle Billing

Active Subscribers

Paying users with active subscriptions reported by Paddle; excludes trialing users

Paddle Checkouts

Checkouts opened during the selected period

Completed Checkouts

Paddle checkouts that completed a successful payment

Checkout Conversion Rate

Completed Paddle checkouts divided by all checkouts

MRR Change

Paddle MRR change compared with the same interval one month earlier

Subscription Net Revenue

Paddle completed-payment revenue after tax and fees and before refunds or chargebacks

Subscription Transaction Count

Completed transactions represented in Paddle net revenue

Subscription Refunds

Paddle refunded product subtotal excluding chargebacks

Chargeback Count

Chargebacks received excluding alerts and reversals

Subscription Count

Latest active subscription count per platform account and currency across connected billing platforms

Subscription Quantity

Latest subscribed seat or unit quantity per platform account and currency

Subscription Charge Count

Recurring charges at charge grain across connected billing platforms

Subscription Charge Revenue

Total recurring charge amount.

Subscription Charge Subtotal

Charge subtotal before tax, shipping, and discounts.

Subscription Charge Tax

Tax charged on the recurring charge.

Subscription Charge Shipping

Shipping charged on the recurring charge.

Subscription Charge Discount

Discount applied to the recurring charge.

Questions you can ask

Just ask Maven about Ontraport

Maven’s agent answers in plain language with the right metric definitions applied automatically. These are real, verified questions it can run today.

What is our current MRR?

How many ecommerce orders did we get per week over the last 12 weeks?

Show ecommerce refunds by platform

Show cancelled orders by financial status

Show order discounts by customer type

How it works

Connect Ontraport, then map the first workflow

No SQL, no warehouse setup, no data engineer. Connect the source, then Maven models the fields needed for the first trusted workflow.

Step 1

Connect Ontraport

Authorize or configure Maven from the Data Sources screen, then pick the account and workspace to sync.

Step 2

Maven syncs and models the data

Maven pulls your Ontraport data (6 objects) and models it into governed, conformed tables, no SQL, warehouse, or pipeline setup required.

Step 3

Report, ask, and automate

Ask questions in natural language with the Maven agent, drop the metrics into dashboards, set alerts on what matters, and schedule deliveries to your team.

What Maven syncs from Ontraport

CRM contacts, lifecycle, first/last attribution, and LTV totalsInvoices and refund receiptsCompleted product-level purchasesSubscriptions, plans, trials, and future billing stateFuture invoice schedulesProduct catalog

Works well with

Report Ontraport alongside the rest of your stack

FAQ

Ontraport reporting questions

What Ontraport metrics can I report on in Maven?

Maven exposes 53 governed Ontraport metrics, including Orders, Gross Revenue, Net Revenue, Ecommerce Discounts, Ecommerce Refunds and Units Sold (Ecommerce), each defined once so it means the same thing in every report.

What can I break Ontraport performance down by?

You can break Ontraport metrics down by Order Number, Source Timezone, Cancel Reason, Financial status, Fulfillment status, Is Test, Taxes Included and Payment Gateway Names, and more.

Can I combine Ontraport with other data sources?

Yes. Ontraport reports alongside sources like Google Ads, LinkedIn Ads, Google Analytics 4, Klaviyo and Shopify. Maven models every source into one governed layer, so you can blend them in a single dashboard, report, or question.

What Ontraport data does Maven sync?

Maven syncs cRM contacts, lifecycle, first/last attribution, and LTV totals, invoices and refund receipts, completed product-level purchases, subscriptions, plans, trials, and future billing state, future invoice schedules and product catalog from Ontraport.

How often does Ontraport data sync to Maven?

Maven keeps Ontraport data on scheduled refreshes after the source is connected, with sync status visible in the workspace before reports are shared.

Is my Ontraport data secure with Maven?

Yes. Maven encrypts integration credentials and tokens, scopes access to the workspace, and uses the connection only to sync the reporting data needed for governed analytics.

Ready to make client reporting easier to run, and easier to defend?

Bring one recurring report, disputed metric, or client workflow. We'll show where the time goes, what can be trusted now, and how Maven would improve it.

We'll review the workflow behind one client report

You'll see what Maven can own across data, QA, and delivery

No pitch deck. No pressure. 20 minutes.

Book a Reporting Review