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.

By Paul Sokol

Paul Sokol has been using Keap since it was called Infusionsoft back in 2008. He even worked for Infusionsoft directly for five years: first as a Success Coach (launching over 200 new customers on the software) and then as a Product Manager. This book is a potent distillation of automation fundamentals that Paul has discovered through his tens of thousands of hours of in-the-trenches implementation.