How To Use The Main Dashboard In SegMetrics

The Main Dashboard has the key metrics, product reporting and Segment reporting you need to monitor and manage your Infusionsoft business.

The Key Metrics

At the top of the dashboard you can easily track New Leads, Revenue and Lead Value.

For each of these metrics there will be a metric total and a chart to show you the trend in the metric.

These metrics and charts will reflect the totals for the selected timeframe. Use the time-frame selector in the top-right corner to select the timeframe that is right for your analysis.

On the Main Dashboard there are two metrics that are not affected by the time-frame selector.

In the top left corner, we display your All Time Leads and All Time Revenue. These metrics are exactly what they sound like -- the total number of leads (i.e. contacts) in your Infusionsoft account and the total amount of revenue in your Infusionsoft account.

Top Products Report

The Top Products Report shows you the five products that have generated the most total revenue for you in a given timeframe.

Want to see the top 5 products for a different timeframe? Simply select a new timeframe from the date selector and the Top Products report will update.

To get Purchases and Revenue reporting for all of your products, click on “View Product Report” at the bottom of the Top Products Report.

Segments Reports

At the bottom of the Main Dashboard is the Segments Report.

The Segments Report displays the key metrics for all of your saved segments, including:

  • Timeframe
  • New Leads
  • Buyers
  • Conversion Rate
  • New Lead Revenue
  • Lead Value
  • Sales
  • Revenue
  • Buyer Value

The metrics displayed for each Segment are determined based on the reporting timeframes selected during the segment creation process.

You can select a static timeframe -- that is, specific start and end dates, such as “Oct 22, 2015 - Nov 22, 2015” -- or a rolling timeframe.

Examples of rolling timeframes:

  • Current or Past Week
  • Current of Past Fortnight
  • Current or Past Month
  • Current or Past Quarter
  • Current or Past Year

Here we see different segments with different timeframes:

Want to get a detailed look into any of your saved Segments? Just click on any of them and you’ll be carried away on a magic carpet to a detailed report.

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