criteria builder for infusionsoft reports

The New Criteria Builder for Infusionsoft Reports

Over the last 6 years I have given that piece of advice, literally hundreds of times in my consulting efforts at Marketing Mavens. You see the biggest failure to launch is due to the ‘launchers’ pursuit of perfection. Well, over the last 6 months (especially with Graphly) I’ve had to ‘take my own medicine’ so to speak. Here’s what I mean… I have a crystal clear vision of how I want Graphly to look, feel and function. I have a list of more than 50 report templates we’ve identified but haven’t built and 10 core features we’ve yet to develop.

Read moreThe New Criteria Builder for Infusionsoft Reports

opportunities won and forecasted

Opportunities Won & Forecasted

Do you have a sales team? Do you use Infusionsoft Opportunity Records in your sales process? How would you like to know how much business has been closed as well as how much business is forecasted to close in a given timeframe? What if we could break that down by rep, stage and even new vs. existing customers?

native desktop application

Native Desktop Application

First off, we’d like to say ‘thanks’ to all of you who have taken time to drop us a line or even call regarding your excitement about the Copy Widget and Copy Dashboard features we released a few weeks ago. We knew they would be helpful, but we severely underestimated the impact these new features would make with our users, so thank you for sharing that positive feedback.

days between contact and order

Days Between Contact and Blank

Wrapping up the month of May strong! This last week we finalized two super insightful report templates as well as a handful of performance enhancements to make Graphly a much snappier app. I hope that after reading this post, which I’d consider the cliff notes version, you’ll continue on to our in depth videos for these new templates.