1. Easy Reporting In Infusionsoft Presented By: Jordan Hatch The Infusionsoft Mastermind @jordanhatch

2. Free Infusionsoft Training for New Infusionsoft Users 8 Basic Courses to help you get started (or re-started) 6 courses per week - 1 to 2 hours per course http://help.infusionsoft.com/academy

3. You Decide What We Talk About Suggest ideas for upcoming calls Vote for others The most popular topic on Monday @ 5pm Pacific gets selected for that week’s call mastermindwebinars.uservoice.com

4. @jordanhatch Get notified when the Mastermind Recordings are posted To see my secret ninja tricks Get feedback and questions answered

6. Easy Reporting In Infusionsoft Presented By: Jordan Hatch The Infusionsoft Mastermind @jordanhatch

7. 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

8. 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)

9. Campaign Reporting

11. 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

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

13. 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

14. Questions?

15. You Decide What We Talk About Suggest ideas for upcoming calls Vote for others The most popular topic on Monday @ 5pm Pacific gets selected for that week’s call mastermindwebinars.uservoice.com