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.

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.