Advanced Track - ICON14

1. The Ultimate Event for Small Business Success.
Keeping Score:
Dashboards and Reporting for
Sales Reps and Managers
Greg Jenkins
Live Trainer, Infusionsoft
@InfusionGreg

2. The Ultimate Event for Small Business Success.

3. The Ultimate Event for Small Business Success.

4. The Ultimate Event for Small Business Success.

5. The Ultimate Event for Small Business Success.
What do players focus on?
What do coaches focus on?
What do you focus on?

6. The Ultimate Event for Small Business Success.
That which is measured,
improves.

7. The Ultimate Event for Small Business Success.
Sales Rep Dashboards
Effective reporting begins
with consistency.
@InfusionGreg

8. The Ultimate Event for Small Business Success.

9. The Ultimate Event for Small Business Success.

10. The Ultimate Event for Small Business Success.

11. The Ultimate Event for Small Business Success.
You can’t report on a
Sales Team if they aren’t
using the pipeline
properly.
Use this guide to set up
uniform dashboards for all
your Sales Reps

12. The Ultimate Event for Small Business Success.
Implement uniform
dashboards to
improve consistency.

13. The Ultimate Event for Small Business Success.
Who am I meeting with
today?
What do I have to do?
What is behind
schedule?
How does my
pipeline look?
Who am I working
with currently?

14. The Ultimate Event for Small Business Success.
Who am I meeting with
today?
What do I have to do?
What is behind
schedule?
How does my
pipeline look?
Who am I working
with currently?
Appointments Widget
Tasks Widget
Overdue Opportunities
Pipeline Stages
Widget
Active Opportunities

15. The Ultimate Event for Small Business Success.

16. The Ultimate Event for Small Business Success.
Why am I off on my
forecasting?

17. The Ultimate Event for Small Business Success.

18. The Ultimate Event for Small Business Success.

19. The Ultimate Event for Small Business Success.

20. The Ultimate Event for Small Business Success.

21. The Ultimate Event for Small Business Success.
Focus on these for more
accurate forecasting.

22. The Ultimate Event for Small Business Success.
http://insft.co/Jenkins1
Resource One

23. The Ultimate Event for Small Business Success.
Do this.
@InfusionGreg

24. The Ultimate Event for Small Business Success.
Greater clarity into your
processes will translate
directly into more money in
your pockets.
@InfusionGreg

25. The Ultimate Event for Small Business Success.
Sales Manager Reporting
How is my team performing?
@InfusionGreg

26. The Ultimate Event for Small Business Success.

27. The Ultimate Event for Small Business Success.

28. The Ultimate Event for Small Business Success.
What tasks aren’t
being completed?
How active are
my reps?
Where are my cold opportunities?
What do you want to know?
Where are my
bottlenecks?
What else?

29. The Ultimate Event for Small Business Success.
Where are my cold opportunities?

30. The Ultimate Event for Small Business Success.

31. The Ultimate Event for Small Business Success.

32. The Ultimate Event for Small Business Success.
Where are my bottlenecks?

33. The Ultimate Event for Small Business Success.

34. The Ultimate Event for Small Business Success.
Sales Rep Conversion Percentage
Call History Summary
Sales Cycle Report
Measures a reps ability to move leads from stage
to stage through the pipeline.
Gives you insight so you can see which of your
reps are properly working their opportunities, and
which need help.
How long it takes a rep to move someone to either
a win or loss stage.

35. The Ultimate Event for Small Business Success.
Opportunity Revenue
Forecast
How much are we going to
make? And when will it
close?

36. The Ultimate Event for Small Business Success.

37. The Ultimate Event for Small Business Success.

38. The Ultimate Event for Small Business Success.

39. The Ultimate Event for Small Business Success.
Start gathering
information before you
need it. So you have it
when you want it.

40. The Ultimate Event for Small Business Success.
http://insft.co/Jenkins2
Resource Two

41. The Ultimate Event for Small Business Success.
Do this.
@InfusionGreg

42. The Ultimate Event for Small Business Success.
Bonus
Goodies
@InfusionGreg

43. The Ultimate Event for Small Business Success.
Custom Dashboard Reporting

44. The Ultimate Event for Small Business Success.
Custom Dashboard Reporting

45. The Ultimate Event for Small Business Success.
Reporting in your Inbox

46. The Ultimate Event for Small Business Success.

47. The Ultimate Event for Small Business Success.
Edit Criteria/Columns

48. The Ultimate Event for Small Business Success.
Edit Criteria/Columns
Static vs Dynamic

49. The Ultimate Event for Small Business Success.
Edit Criteria/Columns
Static vs Dynamic
Search vs Report

50. The Ultimate Event for Small Business Success.
The ratio of people who take action to
those who don’t, is the same as the ratio
of people who succeed to those who
don’t.

51. The Ultimate Event for Small Business Success.
Do this.
@InfusionGreg

52. The Ultimate Event for Small Business Success.
http://insft.co/Jenkins2
http://insft.co/Jenkins1
Resources

53. The Ultimate Event for Small Business Success.
That which is measured improves.
That which is measured and
improves exponentially.

54. The Ultimate Event for Small Business Success.
Thank You
@InfusionGreg