Partner Hub surfaces a set of metrics designed specifically for managing a portfolio of client accounts. Some of these metrics are calculated differently than what you may see inside a client's individual Keap app. This is intentional — Partner Hub filters and defines certain data points to give you a more accurate, portfolio-level view of your clients' activity. This article explains what each metric means and, where relevant, why it may differ from what you see in the Keap app.
Dashboard Tab
The Dashboard provides a portfolio-level view of login engagement, account changes, and email and automation activity across your portfolio. Widgets are organized into three sections: Account Overview, Automation, and Email. The date range filter and Aggregate toggle apply across all widgets.
Account Overview
Login Engagement
Tracks login frequency across your client accounts and surfaces those with declining or no recent activity. Accounts with no logins in the selected date range are highlighted as potentially at risk.
New Accounts
Shows accounts added to your portfolio within the selected time period.
Churned Accounts
Shows accounts whose billing status became inactive within the selected time period.
Automations
Automation KPIs
Metrics that track automation activity and results across your entire set of automations.
Distribution
Shows how customers are distributed by published automation count.
Adoption
Review published automation usage across customers.
Email Broadcast KPIs
Metrics that track email broadcast activity and results across your entire set of email broadcasts.
Customers Tab
The Customers tab gives you a complete view of your customer accounts in a single table. In the default Data view, each row displays key account details, including the customer's name, App ID, product, billing status, and account creation date, along with usage metrics like active users, contacts usage, marketable contacts, and complaint rate. You can also switch to the Activity view to see engagement metrics instead, such as contacts in automation, new contacts, email broadcasts, logins, and last login date. An Action column lets you log in directly to a customer's account from either view.
Click on any customer to drill into their individual activity for more detailed insights.
Data View
Billing Status
The current subscription status of the account — Active or Cancelled. This is pulled directly from the account's subscription record.
Active Users
The number of users who have accepted their invitation and logged into the account, shown against the total number of licensed user seats (e.g. 2/3). A user is counted as active once they have completed their first login. Users who have been invited but not yet logged in, or who have been disabled, are not included in the active count.
Contacts Usage
The number of contacts currently stored in the account against the plan's contact limit (e.g. 1,533/5,000). This reflects the account's current storage usage and is the same figure used to determine whether an account is approaching its plan limit.
Marketable Contacts
The number of contacts in the account who are eligible to receive marketing emails. A contact is considered marketable when they have an active email opt-in status — meaning they have not unsubscribed, bounced, or been marked as non-marketable.
Why this may differ from Keap: In the Keap app, all contacts are displayed together regardless of their email opt-in status. Partner Hub counts only those contacts who are eligible to receive emails. As a result, the marketable contacts number in Partner Hub will typically be lower than the total contact count shown in Keap.
Complaint Rate
The percentage of sent emails that were marked as spam by recipients. This is calculated across emails sent from the account. A high complaint rate can affect email deliverability for the account.
Activity view
Contacts in Automation
The number of unique contacts currently enrolled in at least one active automation. Each contact is counted once, even if they are enrolled in multiple automations.
New Contacts
The number of new contacts added to the account during the selected date range.
Email Broadcasts
The number of email broadcasts sent from the account during the selected date range. Only completed (sent) broadcasts are counted — drafts and deleted broadcasts are excluded.
Login Count
The total number of times users have logged into the account during the selected date range.
Why this may differ from Keap: Partner Hub excludes partner-level logins from this count — only client user logins are included. This means the login count in Partner Hub will be lower than a raw login count that includes all users. Additionally, login data is only available for Keap Max and Max Classic accounts. Accounts on the Pro plan will show zero logins in Partner Hub regardless of actual login activity, as that data is not available from the underlying source.
Last Login Date
The most recent date a user logged into the account. Subject to the same limitations as login count — Pro edition accounts will not show a last login date.
Performance Tab
The Performance tab gives you visibility into how your customers' automations and email broadcasts are performing. Use it to spot engagement trends, catch complaint issues early, and see which customers are getting the most (or least) value from their campaigns.
The tab is organized into two subtabs: Automations and Email Broadcasts.
Automations Subtab
Top 3 automations with most complaints
The three automations (across your customer base) generating the highest number of complaints. Use this to quickly flag automations that may need review. Ties are ordered by bounces.
Top 10 customers by clicks
Your ten most engaged customers, ranked by total clicks on their automations.
Unique Recipients
The number of unique contacts who received at least one email from an automation. Each contact is counted once per automation, regardless of how many emails they received within it.
Why this may differ from Keap: Keap's in-app automation reports may show total emails sent rather than unique recipients. Partner Hub uses a deduplicated count, so this number will typically be lower than a total send count.
Emails Delivered
The number of emails from an automation that were successfully delivered to recipients' inboxes during the selected date range.
Click-Through Rate (CTR)
The percentage of delivered emails that resulted in at least one click by the recipient. CTR is calculated as: unique clicks ÷ emails delivered. Each recipient is counted once — if the same person clicks multiple links or clicks the same link multiple times, they are still counted as a single click for the purposes of this rate.
Why this may differ from Keap: Some Keap reports calculate CTR based on total clicks rather than unique clicks. Because Partner Hub counts each recipient only once, its CTR may be lower than what appears in other reports for the same automation.
Bottom 10 Customers by Clicks
Your ten least engaged customers by clicks. A helpful signal for customers who may need extra support or a check-in.
Automation Performance
A performance overview across all customer automations, so you can see engagement at a glance.
Contacts in automations
The total number of unique contacts enrolled in at least one active automation across your portfolio during the selected date range.
Emails Sent
The total number of emails sent through automations across your portfolio during the selected date range.
Emails Delivered
The number of automation emails successfully delivered to recipients' inboxes during the selected date range.
Click-Through Rate (CTR)
The percentage of delivered automation emails that resulted in at least one unique click, aggregated across your portfolio.
Complaints
The total number of automation emails marked as spam by recipients across your portfolio during the selected date range.
Published Automations
The total count of automations currently published and active across all accounts in your portfolio.
Contacts in automations over time
Shows how contact volume in automations has changed over time.
Distribution
Review how customers are distributed by published automation count. The chart shows how many accounts fall into each tier: None, Low, Building, Active, and Power. This makes it easy to see, at a glance, where customers land in their automation journey.
Adoption
Shows how widely your customers are using automations across your portfolio.
Email Broadcasts Subtab
Shows how your customers' one-time email broadcast sends are performing over the selected time period (e.g., Last 30 days), filterable by date range, aggregate view, and creator.
Broadcasts Sent
The number of email broadcasts sent from the account during the selected date range. Drafts and deleted broadcasts are not included.
Emails Sent
The total number of individual emails sent across all broadcasts from the account during the selected date range. A single broadcast may send to many contacts, so this number will typically be higher than Broadcasts Sent.
Delivered
The number of broadcast emails that were successfully delivered to recipients' inboxes.
CTR (Click-Through Rate)
The percentage of delivered emails that resulted in at least one click by the recipient. Each recipient is counted once per email — if the same person clicks multiple links, they are still counted as a single click for this rate.
Opt-ins
The number of contacts who opted in to receive marketing emails from the account during the selected date range.
Opt-outs
The number of contacts who unsubscribed from marketing emails from the account during the selected date range.
A note on data timing
Partner Hub data is refreshed once daily. Activity from today — logins, automation sends, broadcasts, new contacts — will appear in Partner Hub on the following day. If a metric appears lower than expected, it may reflect data that has not yet been included in the most recent update. Data going back 13+ months is available across all metrics.
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