I’m trying to produce a really in-depth dashboard that my clients can use to view the performance of the system.
I’ve noticed that the dashboard as it is now seems to lack a lot of functionality. For example, I use tags to show where each contact is throughout the sales process. This works especially well for a few clients because the process is long and includes, demonstrations, visits, on-boarding, training, etc.
I want my client to be able to choose a time frame and see the progress of all contacts who became enquiries within that time frame. This is a strange question but really I’m just looking for suggestions on how to extend the functionality and produce a more in-depth dashboard for displaying data where tag applications are the main point of interest.
There also doesn’t seem to be a way for me to set up a figure for “Contacts tagged with X tag in the last 7 days”, which I’m a little confused by. You can do saved searches and reports and choose certain date ranges but not a ‘Last X days’ that changes from day to day.
Does anybody have any suggestions for apps that can work alongside Infusionsoft in this way?
We use Zapier and have been looking at Plecto and Tableau but they don’t seem to offer what we need.