Welcome to the Blog

Join our team of makers and marketers who are passionate 
about technology, automation and helping businesses grow.

9 revenue reports

9 New Revenue Reports

Yup, you read that right. We released 9 new revenue reports over the past 9 days. If you haven’t noticed each report popping into the template library one-by-one, now’s your chance to discover all of them and how they’ll help you make better financial decisions in your business.
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?