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

Opportunities inside Infusionsoft are, in the author’s opinion, one of the most powerful tools available to not only drive sales, but provide valuable insights into what it is working and what isn’t in the sales process.

In order to ensure that nobody slips through the cracks, there is a particular configuration of the dashboard for a sales rep that ensures that they can start their day off with focus and work the leads that need attention today.

While nothing can ever be perfect, this configuration ensures that a sales rep’s dashboard can act as a very reliable ground control for them to see exactly how their pipeline is operating.

For this recipe, we will be creating two saved opportunity searches and then configuring the 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.