Book Image

Infusionsoft Cookbook

By : Paul Sokol
Book Image

Infusionsoft Cookbook

By: Paul Sokol

Overview of this book

Table of Contents (18 chapters)
Infusionsoft Cookbook
About the Author
About the Reviewers

Chapter 9. Your Dashboard and Reporting - Make Better Decisions

In this chapter, we will cover the following topics:

  • Creating a saved search or report

  • Adding custom statistics to your dashboard

  • Configuring your dashboard

  • Setting a user's default start page

  • Automating saved search or report delivery

  • Building the perfect sales rep dashboard

  • Reporting on who is in a campaign

  • Reporting on who is in (or was in) a specific campaign sequence

  • Reporting on who is queued to receive a specific campaign step

  • Reporting on who received a specific campaign step

  • Reporting on who completed a specific campaign goal