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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?
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.