Infusionsoft™ Start Using Dashboards and/or Dashboard Cleanup
Today we will talk about how to make use of the Dashboard as this gets overlooked quite a bit and can be very useful if used correctly.
The Dashboard can be used to display a ton of different information such as:
- A number of specific products that have sold that day.
- A total number of contacts that filled out a specific webform.
- A total number of contacts that met a specific goal in a campaign.
- Tasks that need to be completed for that day, week or month.
There is actually a ton of different stats you can utilize on the dashboard so that when you log in you see the most important information right off the bat.
We’ll go over how you can get started.
To get to the dashboard (if you arent there already) hover over the House icon at the top of the screen and click on Dashboard.
Once there click on Add Widget
This will take you to the different widgets you can use and as you can see there are a few different ones. To add one you would just click on Add to Dashboard for the stat you want to have display.
A good option to start off with is the Custom Statistics widget, with this one you can pretty much create your own saved search or report and have the stats display.
Here is just an example of what yours can look like
This is pretty basic but gives you an idea of what you can do with it. As you can see it displays the number of purchases for 1 specific product, you can also see how many contacts have optin to a promo and if you click on the number itself you can see more information such as the contacts themself.
You can use this help article to see more about customizing the Dashboard.
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