Easy Reporting In Infusionsoft Presented By: Jordan Hatch The Infusionsoft

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Easy Reporting In Infusionsoft Presented By: Jordan Hatch The Infusionsoft

General Reporting Knowledge Most reports are more like a “Search Results Page” Dynamic based on the data at the time it’s accessed (not when it’s saved) Each new criteria used is an “and” (Don’t worry I’ll explain ) Each area of the software has it’s own reports Can control what data shows up

The Dashboard Use it for everything… The Little Box o’ Stats is your best friend The Saved Search / Report Widget is your next best friend Add the Pipeline Stages Widget Watch the Recent Activity Widget Add the Tasks Widget Use the RSS Widget too (use Google Alerts)

Campaign Reporting

CRM Reports Referral Partner Reports Activity Summary Redirect Activity Summary Ledgers Payment Search Sales Reports Sales Rep Conversion Percentages Call History Summary Sales Pipeline Summary Opportunity Revenue Forecast

Marketing Reports Broadcasts View Batch Voice Batch Status Status Search Voice Status Search Broadcast Conversion Lead Source ROI & By Category Web Analytics

E-Commerce Reports Subscription Revenue Summary Sales Totals (Daily and Monthly) All Sales Report Receivables Reports (Monthly, Daily, All) Payments Reports (Monthly, Daily, All) Leadsource Income Customer Lifetime Value Report Failed Invoice Report

Questions?

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