How to Leverage Your Infusionsoft App Dashboard

By Kendall Walker | January 5, 2015 |

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Do you know what your Infusionsoft App Dashboard is? Or what purpose it serves?

Your Infusionsoft app dashboard may potentially be one of the most valuable tools inside of your Infusionsoft app because it tells you exactly what’s going on in your business.

In this episode of SixthDivision TV, one of our coaches is going to walk you through how to set up your dashboard, so you can start using it to gain insight into your business.



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8 Comments

  1. doncrowther on January 7, 2015 at 10:00 pm

    Great video. My question is timing. I find myself creating saved reports for each month of the year, or redoing the old report for the new month. Is there a better way?

    Also, I’d love to have something like a last 30 days sales, with another line below if of the last 30 days sales from days 30-60 ago. Is there a way to do that?

    Thanks!
    Don



    • bradmartineau on January 8, 2015 at 4:41 am

      Hey Don!

      Yeah, so some reports allow you to auto update them. Most of the reports on my dashboard I have to update monthly. It’s kind of a pain, but it only takes a couple seconds to update them each month.

      I’ll have to check into the sales report. I’m not sure if they give you the filters to make that possible so it might just be a This Month and Last Month type deal. If I find a way to do what you’re talking about without having to update it daily, I’ll let you know.

      We are working on a tool that will make dashboards easier so keep an eye out for that one… 😉

      Brad



  2. John Mulry on January 7, 2015 at 10:50 pm

    Great video. I’ll admit I don’t use the dashboard at all! What do you recommend as ‘must haves’ on there?



    • bradmartineau on January 8, 2015 at 4:43 am

      To start:
      1) Any and all work that has to be done by a human (so it doesn’t slip through the cracks
      2) Status of where people are in your business right now.

      As you get more advanced:
      1) Historical data around what has happened over time
      2) Comparison numbers and next level details around your prospects and customers.

      Cannot stress enough the importance of knowing what work your team or you needs to be doing and where people are. Those two are the foundation of all reporting. Actually, status is the foundation of all reporting. The To-Do side is just some stuff doesn’t slip through the cracks… 😉



  3. Kyle McNeil on January 20, 2015 at 6:30 pm

    Hi Brad — you guys absolutely rock. Thanks for the things that you share! This is incredibly helpful. I always knew there were ways to get more from our dashboard, and in some ways I have… but what you guys have done is that extra level of brilliance. Thank you!



    • bradmartineau on January 21, 2015 at 8:02 am

      Haha… Thanks Kyle! Glad it’s helpful. It’s gonna get a lot more fun it the next couple weeks when we unleash a secret project we’re working on around dashboards… 😉



      • Kyle McNeil on January 21, 2015 at 1:45 pm

        Awesome Brad! I’ll keep my eye on emails from you. Thanks!



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    SixthDivision TV – How to Leverage Your Dashboard In Infusionsoft – SixthDivision