The Simple Guide to Setting Up Your Infusionsoft Dashboard

Download The Simple Guide to Setting Up Your Infusionsoft Dashboard

Post on 22-Jan-2015




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Have you set up your Infusionsoft Dashboard? If not, here's the simple guide to what you need to have on your Infusionsoft Dashboard and how to set it up.


  • 1. krist Kristen Poborsky Set Up Your Infusionsoft Dashboard Its super easy to set up your inf usionsof t dashboard when you understand how you should be using it and knowing exactly what you need to have on it. Ill walk you through overview of how you should be using your dashboard, what youll want to have on it and give you step by step instructions to get it set up. When you sign into your inf usionsof t application, youll immediately see the dashboard. This is a great place f or you to see everything you need to know right away in one place. Its a bummer that your dashboard doesnt come set up with some basic things that you should be looking at, but that doesnt matter well show you how easy it is to set up your inf usionsof t dashboard However, you can set up your dashboard with reports and activity widgets that specif ic to you. Youll want to make sure you have set it up with the inf ormation you need to see and links to list and other reports that are important to your role. Must have widgets you need to set up up your infusionsoft dashboard 1. Recent activity See what your contacts are doing. You can see what emails they opened, what links they are clicking on and more. 2. Email stats: This widget shows you the statistics f or emails you sent to your list. You can click on the email and see how leads are responding to that particular email.

2. 3. Appointments: I love this one! When you connect inf usionsof t to your calendar and use it to schedule appointments they show up here in this widget. It shows a list of your current appointments and access to your f uture and past appointments. 4. Fulfillment Jobs: This shows a list of jobs assigned to you when someone makes a purchase. Af ter you look at them they automatically go into processing status until you mark them complete. 5. Little box of stats - When you create custom reports you can use widget to display them in summary f orm on your home page. All you have to do is to click on the report name to drill down and see more details.. 6. Saved Search Report This handy widget shows the f irst 20 records on a saved list or report. Drill down by clicking on View all results to see the f ull list or report. 7. Usage stats: This widget displays activity in your Inf usionsof t account. It allows you to easily see the total number of user 3. sign-ons, broadcasts, active web f orms, and much much more. 8. Pipeline stages: This widget gives you a count of how many of your contacts are currently at a particular point in your sales stages. Click on a stage to drill down f or more contact details. 9. Task Widget: This shows up as a task that is assigned to you and stays there until you mark it complete. I like to assign tasks inside of the campaign builder. Most of ten I use this to schedule a call or a touch point (send an email pr a card) during a campaign sequence. When you open the task it should have all of the details about the task right there so you can easily handle it. Quick Guide to Set Up Your Infusionsoft Dashboard Widgets Step 1: Click on the home button on the top right hand side of your screen 4. Step 2: Click on add dashboard widgets Step 3: Scroll through the list of widgets and then click on the add to dashboard button next to the one you wish to add Step 4: Af ter you have added the widget to your dashboard, you easily can customize it by dragging your widgets around to where you want them. I hope you f ound this Inf usionsof t Quick Guide: Set up your Inf usionsof t Dashboard to be helpf ul. If you f ind that you need help with more than just your dashboard and dont know where to start or would love to pick my brain - just click here to schedule time on my calendar. Need Infusionsoft help? Whether you are thinking about purchasing or are just getting started and need help getting set up quickly. Or Need help unleashing the power of inf usionsof t. If you already have inf usionsof t and haven't optimized the Campaign Builder or the Opportunity Module (or maybe you don't know what I'm talking about), we need to chat!