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Easy Reporting In Infusionsoft

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aroten
15 diapositives · 179 Views · Jan 02, 2020

Join Jordan Hatch's Infusionsoft Mastermind for free training for new users. Access 8 basic courses to help you get started or re-started, with 6 courses per week lasting 1 to 2 hours each. Learn about general reporting knowledge and how to effectively use the dashboard. Explore campaign reporting, CRM reports, referral partner reports, marketing reports, and e-commerce reports. Get notified of Mastermind recordings, discover ninja tricks, and have your questions answered. Join now to enhance your reporting skills in Infusionsoft!

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Easy Reporting In Infusionsoft
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  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