bryan hatch - analyze to understand
TRANSCRIPT
The Ultimate Event for Small Business Success.
Analyze to Understand & ImproveCreating Your Infusionsoft Dashboard
Bryan HatchTechnical Account Manager Infusionsoft@bryanmhatch
The Ultimate Event for Small Business Success.
@bryanmhatch
The Ultimate Event for Small Business Success.
@bryanmhatch
2005Potential Real Estate
Investment #1
The Ultimate Event for Small Business Success.
Don’t Worry, I Got This
Do YOU?
@bryanmhatch
The Ultimate Event for Small Business Success.
The Infusionsoft DashboardAgenda
• What does it do?• What should I be looking at?• How can I make it do that?
@bryanmhatch
The Ultimate Event for Small Business Success.
"That which is measured improves.That which is measured and
reported improves exponentially."~Karl Pearson
@bryanmhatch
The Ultimate Event for Small Business Success.
@bryanmhatch
The Ultimate Event for Small Business Success.
@bryanmhatch
The Ultimate Event for Small Business Success.
@bryanmhatch
The Ultimate Event for Small Business Success.
@bryanmhatch
The Ultimate Event for Small Business Success.
The Ultimate Event for Small Business Success.
What do the Dashboard Widgets do?
@bryanmhatch
The Ultimate Event for Small Business Success.
@bryanmhatch
The Ultimate Event for Small Business Success.
@bryanmhatch
The Ultimate Event for Small Business Success.
@bryanmhatch
The Ultimate Event for Small Business Success.
@bryanmhatch
The Ultimate Event for Small Business Success.
@bryanmhatch
The Ultimate Event for Small Business Success.
@bryanmhatch
The Ultimate Event for Small Business Success.
The Infusionsoft DashboardAgenda
• What does it do?• What should I be looking at?• How can I make it do that?
@bryanmhatch
The Ultimate Event for Small Business Success.
What Should I Look At? Report and Measure:1. Customer Lifetime Value2. Lead Generation Stats3. Sales Totals4. Sales Conversions5. Prospect/Customer Milestones
@bryanmhatch
The Ultimate Event for Small Business Success.
Customer Lifetime ValueWhy?• Tells how much 1 customer is worth• Helps us balance Customer Acquisition
Costs and Marketing• That which is measured…
@bryanmhatch
The Ultimate Event for Small Business Success.
Customer Lifetime Value
@bryanmhatch
The Ultimate Event for Small Business Success.
Customer Lifetime Value
@bryanmhatch
The Ultimate Event for Small Business Success.
Customer Lifetime Value
The Ultimate Event for Small Business Success.
Customer Lifetime Value
@bryanmhatch
The Ultimate Event for Small Business Success.
Customer Lifetime Value
@bryanmhatch
The Ultimate Event for Small Business Success.
Customer Lifetime Value
@bryanmhatch
The Ultimate Event for Small Business Success.
Customer Lifetime Value
@bryanmhatch
The Ultimate Event for Small Business Success.
Customer Lifetime Value
@bryanmhatch
The Ultimate Event for Small Business Success.
Customer Lifetime Value
@bryanmhatch
The Ultimate Event for Small Business Success.
Customer Lifetime Value
@bryanmhatch
The Ultimate Event for Small Business Success.
Customer Lifetime Value
@bryanmhatch
The Ultimate Event for Small Business Success.
@bryanmhatch
The Ultimate Event for Small Business Success.
@bryanmhatch
Lead generation StatsWhy?• Don’t worry, I got this• Life blood of a business• That which is measured IMPROVES
The Ultimate Event for Small Business Success.
@bryanmhatch
Lead generation Stats
The Ultimate Event for Small Business Success.
@bryanmhatch
Lead generation Stats
The Ultimate Event for Small Business Success.
Lead generation Stats
@bryanmhatch
The Ultimate Event for Small Business Success.
@bryanmhatch
Lead generation Stats
The Ultimate Event for Small Business Success.
@bryanmhatch
Lead generation Stats
The Ultimate Event for Small Business Success.
@bryanmhatch
Lead generation Stats
The Ultimate Event for Small Business Success.
@bryanmhatch
Lead generation Stats
The Ultimate Event for Small Business Success.
@bryanmhatch
Lead generation Stats
The Ultimate Event for Small Business Success.
@bryanmhatch
Lead generation Stats
The Ultimate Event for Small Business Success.
@bryanmhatch
Lead generation Stats
The Ultimate Event for Small Business Success.
Lead generation Stats
@bryanmhatch
The Ultimate Event for Small Business Success.
@bryanmhatch
Lead generation Stats
The Ultimate Event for Small Business Success.
@bryanmhatch
Lead generation Stats
The Ultimate Event for Small Business Success.
@bryanmhatch
Lead generation Stats
The Ultimate Event for Small Business Success.
@bryanmhatch
Lead generation Stats
The Ultimate Event for Small Business Success.
@bryanmhatch
Lead generation Stats
The Ultimate Event for Small Business Success.
@bryanmhatch
Lead generation Stats
The Ultimate Event for Small Business Success.
@bryanmhatch
Lead generation Stats
New Leads Converted = 33%
The Ultimate Event for Small Business Success.
@bryanmhatch
The Ultimate Event for Small Business Success.
Sales Totals
@bryanmhatch
Units
$$$
The Ultimate Event for Small Business Success.
Sales Totals
@bryanmhatch
The Ultimate Event for Small Business Success.
Sales Totals
@bryanmhatch
The Ultimate Event for Small Business Success.
Sales Totals
@bryanmhatch
The Ultimate Event for Small Business Success.
Sales Totals
@bryanmhatch
The Ultimate Event for Small Business Success.
Sales Totals
@bryanmhatch
The Ultimate Event for Small Business Success.
Sales Totals
@bryanmhatch
The Ultimate Event for Small Business Success.
Sales Totals
@bryanmhatch
The Ultimate Event for Small Business Success.
Sales Conversions
@bryanmhatch
The Ultimate Event for Small Business Success.
Sales Conversions
@bryanmhatch
The Ultimate Event for Small Business Success.
Sales Conversions
@bryanmhatch
The Ultimate Event for Small Business Success.
Sales Conversions
@bryanmhatch
The Ultimate Event for Small Business Success.
Sales Conversions
@bryanmhatch
The Ultimate Event for Small Business Success.
Sales Conversions
@bryanmhatch
The Ultimate Event for Small Business Success.
Sales Conversions
@bryanmhatch
The Ultimate Event for Small Business Success.
Sales Conversions
The Ultimate Event for Small Business Success.
@bryanmhatch
The Ultimate Event for Small Business Success.
Sales Conversions
@bryanmhatch
The Ultimate Event for Small Business Success.
@bryanmhatch
DON’T GET MADGET DATA
The Ultimate Event for Small Business Success.
Prospect/Customer MilestonesWhy?• Show marketing effectiveness• Helps predict actions and sales• …Performance Improves Exponentially!
@bryanmhatch
The Ultimate Event for Small Business Success.
@bryanmhatch
Prospect/Customer Milestones
The Ultimate Event for Small Business Success.
Prospect/Customer Milestones
@bryanmhatch
The Ultimate Event for Small Business Success.
Prospect/Customer Milestones
@bryanmhatch
The Ultimate Event for Small Business Success.
@bryanmhatch
Prospect/Customer Milestones
The Ultimate Event for Small Business Success.
@bryanmhatch
Prospect/Customer Milestones
The Ultimate Event for Small Business Success.
@bryanmhatch
Prospect/Customer Milestones
The Ultimate Event for Small Business Success.
@bryanmhatch
Prospect/Customer Milestones
The Ultimate Event for Small Business Success.
@bryanmhatch
The Ultimate Event for Small Business Success.
The Infusionsoft DashboardAgenda
• What should I be looking at?• How can I make it do that?
@bryanmhatch
The Ultimate Event for Small Business Success.
The Future of the Infusionsoft Dashboard
@bryanmhatch
The Ultimate Event for Small Business Success.
Infusionsoft Dashboard• Measure and Improve Your Results• Don’t Get Mad, Get Data!• You got it, Don’t worry, NOW You Got It!
Bryan HatchTechnical Account Manager Infusionsoft@bryanmhatch