Customize The Home Page Dashboard

Introduction

The home page dashboard can be customized to fit the roles and responsibilities of each Infusionsoft user. There is an assortment of dashboard widgets. Each user can select the ones that provide quick access to reports, statistics, and other top priority information that help them perform their job more efficiently. Users can drag & drop widgets to organize the dashboard based on frequency of use and job priorities.

  1. Go to the home page dashboard by clicking the Home button or by clicking the Dashboard link.


     
  2. Click the Add Widgets button at the top of the page.


     
  3. Click the Add to Dashboard button next to the widget you want to use.


     

Once a widget has been added to the dashboard, you can drag & drop it in various locations.

Step-by-Step Instructions

  1. Recent Activity

    This widget displays a stream of activity, similar to popular social media streams.  It will show you when someone fills out a web form, opens an email, clicks a link, and more.  Activities are grouped on a per-person basis.  Click on the arrow to expand the display to view all activities.

     

  2. All Email Stats

    This widget displays summary statistics for email activity.

     

  3. RSS Feed

    This widget allows you to add a RSS Feed to your home page.  By default, it links to the InfusionBlog, but you can Edit the RSS link to customize the feed. Add the widget more than once if you'd like to see multiple feeds. Click on Edit to change the feed URL.

     

  4. Calendar Items

    This widget displays daily appointments and provides access to past and future appointments.  If your user permissions allow, you can also view appointments assigned to other users.

     

  5. Custom Statistics

    This widget displays custom report summaries on your Home Page. Display the number of records in a particular list, the sum or average of a column on a report, and more. You must create a saved search before using this widget. This widget displays numerical summaries, but you can easily click through to view list or report details. Click on Rename to customize the box name. Click on Add another stat to add another stat to the widget.

     

  6. Pipeline Stages

    Provides a count of how many contacts are currently in each of your sales stages. Full list views are available by clicking on each stage. 

     

  7. Tasks

    Allows quick access your daily tasks directly from your dashboard.

     

  8. Saved Search or Saved Report

    This widget displays the first 20 individual records on a particular list or report.  You can click View all results to see the full list or report.

     

  9. Usage Stats

    This widget displays system activity so you can see the total number of user sign-ons, broadcasts, active web forms, and more.

     

  10. Contacts

    The Contact widget is designed to help you add contacts and provide you insight into your list(s). If you haven't added contacts yet, the widget will be displayed on your dashboard by default. Once you add contacts, the widget will "unlock" and provide you with quick access to your contacts. You also have the option to swap out the default 'all contacts' numbers with a number from a specific tag. To filter by tag, just type the tag name at the top of the widget.

     

  11. Email

    The email widget is designed to help you send your first email broadcast. Once you have sent your first broadcast, the widget will "unlock" and present you with detailed reporting on the last 5 email broadcasts you have sent. Just select the broadcast from the dropdown at the top.

     

  12. All Sales

    The All Sales widget gives you a quick view of orders and sales made for the month, year, or quarter. Once an order is recorded, the widget will "unlock" and display dollar amount of sales, month-to-date. You can also place a manual order from this widget.

     

  13. Fulfillment Jobs

    This widget displays all of the fulfillment jobs assigned to you. Click on a link to access the job details and related documents (spreadsheets, labels, letters, etc.).  Once viewed, the fulfillment jobs are put into "Processing" status until you mark them as complete.