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.
Tag: 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.