Connect Ontraport
Authorize or configure Maven from the Data Sources screen, then pick the account and workspace to sync.
CRM integration
Ontraport reporting & pipeline
Turn cRM contacts, attribution, transactions, purchases, products, orders, and subscriptions into 22 governed metrics for dashboards, agent answers, and cross-channel reporting.
What you can do with Ontraport in Maven
Maven models Ontraport into 22 governed metrics from the semantic layer. Track Order Count, Order Gross Revenue, Order Net Revenue, Order Refunds and Order Units, break results down by Financial status, Fulfillment status, Customer type and Customer Acquisition Cohort, 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
22 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.
Order Count
Orders represented by the order-level ecommerce fact
Order Gross Revenue
Gross revenue at order grain
Order Net Revenue
Net revenue at order grain
Order Refunds
Refund amount at order grain
Order Units
Units sold at order grain
Order Tax
Tax amount collected on order-level ecommerce rows.
Order Discounts
Discount amount applied on order-level ecommerce rows.
Order Shipping
Shipping amount charged on order-level ecommerce rows.
Ecommerce Product Units Sold
Units sold for the product at daily grain.
Show all 22 metricsShow fewer
Ecommerce Product Revenue
Gross product revenue before line-level discounts.
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.
MRR
Current monthly recurring revenue from subscriptions in active-like statuses; exact status mapping varies by billing platform and some platforms exclude trials
Subscription Count
Subscription records at subscription grain across connected billing platforms
Subscription Quantity
Subscribed seat/unit quantity.
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.
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.
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.
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 22 governed Ontraport metrics, including Order Count, Order Gross Revenue, Order Net Revenue, Order Refunds, Order Units and Order Tax — 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 Financial status, Fulfillment status, Customer type, Customer Acquisition Cohort, Order type, Product, Vendor and Product Type, 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 see the first report your team can trust?
Bring one report where the numbers do not match. We'll map the sources, identify what can be trusted now, and show the first Maven workflow.
We'll map your first trusted reporting workflow
You'll see what Maven handles now: sources, definitions, refreshes, and outputs
No pitch deck. No pressure. 20 minutes.
