1 / 15

Easy Reporting In Infusionsoft

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

aroten
Download Presentation

Easy Reporting In Infusionsoft

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  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

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

  6. 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

  7. 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)

  8. Campaign Reporting

  9. Campaign Reporting

  10. 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

  11. 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

  12. 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

  13. Questions?

  14. 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

More Related