I am trying to figure out how to put a custom report on my dashboard. The report I want involves about 10 tags. and I want to know how many people have those tags.
I am using this to create a funnel tracker for inquiries before they become opportunities.
I have seen someone with this on a youtube video, but they don’t explain how they did it.
Thanks in advance
Hey Jerry:
If you create a saved search inside infusion soft with all of the tags that you want included, you can create a custom statistics widget on your dashboard it will show that saved search.
Go into contacts and do your saved search say that search, and then go to your dashboard and go under your custom widgets and then select that saved search on the custom with it and it will show up on your dashboard.If you create a saved search inside infusion soft with all of the tags that you want included, you can create a custom statistics widget on your dashboard it will show that saves search.
Go into contacts and do your save search save that search, and then go to your dashboard and go under your custom widgets and then select that saved search on the custom with it and it will show up on your dashboard
Jerry:
Do your search for the contacts that have those tags.
Save that search.
Go to your dashboard and add a new widget.
Select Custom Statistics widget
There you will add the saved searches you created.
That will give you an active number of people in that saved search.
Hope that helps.
