What is an Infusionsoft Dashboard?
This article explains how to read and utilize your personalized Infusionsoft Dashboard.
The Infusionsoft Dashboard displays useful statistics and provides direct navigation links to specific role-related lists and reports. Client Engagement Academy will create a customized view for your site.
Here is an overview of the dashboard items:
Dashboard
Custom Statistics
This displays custom report summaries on your Home Page. It can display the number of records in a particular list, the sum or average of a column on a report, and more.
Usage Stats
This displays system activity so you can see the total number of user sign-ins, broadcasts, active web forms, and more.
Contacts
The Contacts display is designed to help you add contacts and provide insight into your list(s). If you haven't added contacts yet, this will be displayed on your dashboard by default. Once you add contacts, the contacts display will "unlock" and provide you with quick access to your contacts. You also have the option to swap out the default 'all contacts' numbers with a number from a specific tag.
All Sales
All Sales gives you a quick view of orders and sales made for the month, year, or quarter. Once an order is recorded, all sales will "unlock" and display the dollar amount of sales, month-to-date. You can also place a manual order from this display by clicking ADD AN ORDER.
Recent Activity
This displays a stream of activity, similar to popular social media streams. It will show you when someone fills out a web form, opens an email, clicks a link, and more. Activities are grouped on a per-person basis. Click on the arrow to expand the display to view all activities.
Want more information? Click the link below:
|
Rate this Topic:
|
|||
|
