Month: June 2025

Infusionsoft Cookbook – Chapter 9.6 – Building The Perfect Sales Rep Dashboard

There are certain scenarios where receiving a saved search or report automatically via e-mail can be beneficial. For example, a saved search for all opportunities with a Next Action Date of today. One of the most esoteric functions of a saved search/report is the ability to automate the sending of it to a user on a particular schedule.

Infusionsoft Cookbook – Chapter 9.3 – Configuring Your Dashboard

Now that we know how to create saved searches/reports and how to create custom statistics from those, we can now learn how to configure our dashboard. Infusionsoft’s dashboard can be extremely powerful when we configure it for critical business information. It should be thought of as ground control for our business, displaying important metrics and vital signs. Since every business is different, this recipe is going to cover the different functionality available to set up and organize our dashboard.

Infusionsoft Cookbook – Chapter 9.2 – Adding Custom Statistics To Your Dashboard

Now that we know how to create saved searches and reports, we can add those directly to our dashboard. However, there are certain situations where seeing the full details is unnecessary. This recipe is going to cover how we can take a saved search or report and display it as a statistic on the dashboard for faster consumption .As with the previous recipe, while we are going to cover a specific example, the process to create a custom statistic is the same regardless of the search or report being used.

Infusionsoft Cookbook – Chapter 9.1 – Creating A Saved Search Or Report

One of the most valuable skills we can develop as an Infusionsoft user is knowing how to properly search for and display meaningful data. There are two ways we can search through the database. We can do a direct query on the different tables (contacts, opportunities, orders, and so on) or we can use the built-in reports that come out of the box. The good news is that no matter which method we use, the process to search, display, and save such data is the same. Hence, while this recipe will demonstrate a specific search example, we can extend these ideas to any data inquiry. Specifically, this recipe will search for a group of contacts with a specific tag and then save it for quick access in the future.

Infusionsoft Cookbook – Chapter 8.10 – Collecting W-9 Forms From Referral Partners Automatically

To close this chapter, we’re going to explore how to automatically collect necessary tax documents from our referral partners. Since the author is American, this recipe is going to be for a U.S. tax form, but the recipe will work for any tax document in any country. Specifically, we are going to be collecting a W-9 form.

Infusionsoft Cookbook – Chapter 8.8 – Checking For Duplicate Contact Records

Ideally, every human will only have one contact record in the database. In the real world, this doesn’t always happen. This can lead to strange experiences such as an existing customer receiving a promotion for a product they have already purchased. Needless to say, this doesn’t enhance customer experience. Fortunately, Infusionsoft has a built-in function to check for duplicate contact records.