New Release! Infusionsoft CRM Analytics

This is by far our largest single integration with an app EVER! Bonus? We got help from the fine folks over at Infusionsoft to help with all of the KPIs we really need to be showing you in your Infusionsoft dashboard.

Infusionsoft OverviewDasheroo's Infustionsoft CRM: overview dashboard

The overview insight for Infusionsoft acts as a mini dashboard giving you a quick overview of the different high level insights
from your Infusionsoft account. This insight includes the following metrics:

  • Total leads
  • New leads
  • # of leads converted
  • # of orders
  • Total Revenue
  • Refunds

EcommerceDasheroo's INfusionsoft CRM dashboard: Revenue

Ecommerce Overview – Trending insight of total sales, net sales and refunds are plotted in this insight. Total sales, net sales, refunds, average revenue/sale are displayed as metrics in the insight.

Revenue vs. Refund – A pie chart comparing the net revenue and refunds for the given time period.

Subscription Revenue – Trending insight of the revenue from subscription plans in the given time period. This includes total revenue and number of subscriptions as metrics.

Subscription Revenue by Plan – Plot the revenues from specific plans in the given period of time to show any trends . The total sales/revenue from each plan is plotted in this insight. Choose up to 5 plans and compare the revenue from those plans in this insight.

Best Revenue Days – In the given time period, the days with the most revenue are listed and ranked. This includes both product purchases as well as subscription revenue

Product Leaderboard – Best performing products in the given time frame. The products are ranked based on the revenue generated.This will not include any subscription plans. Only products.

SalesDasheroo's Infusionsoft CRM dashboard: Contacts

Lead Source Leaderboard – View a leaderboard insight that lists and ranks the different lead sources in the your account based on the number of opportunities associated with each lead source.

Contacts by Lead Source – Trending insight of contacts growth filtered by the lead source chosen. You can chose up to 5 lead sources and compare the growth of contacts that are tied to those sources.

Top Sales Rep by Revenue – A leaderboard insight listing all the sales representatives and ranking them in the order of total revenue.

Opportunity Pipeline Funnel – This is an overview report of the your opportunities and shows the revenue generated by opportunities in the different stages of the pipeline.

Opportunity Revenue Forecast – Trending insight of the number of opportunities and the forecasted revenue from opportunities in a given time period.

Opportunity Sales –  This is a trending insight of sales generated from opportunities. The line graph includes lines for total sales (revenue), total orders (number of orders), revenue from subscriptions.

Contacts by Tags –  Trending insight of contacts growth filtered by tags chosen. You can chose up to 5 tags and compare the growth of contacts that are tied to those contacts.

Opportunity By Sales Rep – A trending insight of the opportunities by selected sales representatives. You can compare the performance of the sales reps.

Opportunity Pipeline Timeline – The average number of days an opportunity stays in a particular stage. The insight is displayed as a bar graph showing each stage and the average number of days opportunities stay in that stage. The stage with the lowest average number of days is displayed as “fast moving pipeline stage” in the graph

Contacts Growth – This is a trending insight of the number of contacts in the user’s Infusionsoft account.


These awesome Infusionsoft CRM Analytics are available with the Dasheroo Grande ($19/month or Venti $49/month packages

Track Our Startup: Infusionsoft KPIs are Coming

As usual we’ve been heads down on a ton of stuff here at Dasheroo. I won’t bore you with a long intro paragraph about it, I’ll just get into it.

Working On It

Infusionsoft websiteOn the integrations side we’re working on giving you a dashboard to track KPIs for our next application integration…wait for it…Infusionsoft! It’s pretty cool, you’ll be able to track everything from ecommerce metrics to sales opportunities to email marketing engagement rates. And all of this right next to all of the other applications you get your business dashboard to track. We’re excited. This will be a premium data source so you’ll have access to it if you have Grande or above plans. If it’s good enough for Daymond John from Shark Tank it’s awesome enough for us!

And remember our release schedule is on or around a two week cycle, we’re trying to get as much live before the end of the year as possible.

Josh has been working on a data refresh plan. See, we get users that sign up, take us for a spin and may never come back, but we still are pounding on Twitter, Facebook, Google Analytics, whatever data source you can have on your dashboards, to update that data. It’s a cost to us, so we’re figuring out how to limit any exposure we might have there in terms of cost. Not sexy project for you but hella sexy for us!

Dasheroo Internal…

We finally got published on Social Media Examiner. I wrote a step-by-step guide on How to Connect With Influencers on Social Media and it’s getting shared like wildfire. Janine’s Inc article 5 Content Marketing Myths to Boot Immediately is a great read. Small Business Computing published Ask These 5 Questions Before Taking Venture Money as well! Thanks guys!

We’re taking on a massive project of how we use Salesforce.com internally. It’s a bear of a project but definitely the right time for us. More on our trials and tribs as we encounter them.

Finally we’re working pretty hard at taking our learnings from our first year and applying them to our go-to-market strategy…round 2. We’re knee-deep in really defining target markets, price points, pricing plans and competition moving forward. It’s been a great project to dig into.

Fun NuggetGoogle Analytics Logo - Dasheroo dashboards

Search on “Google Analytics Logo” on Google. Who holds the number 2 spot for the images? You guessed it. Thanks for creating an awesome logo Alf! You rock!! Never underestimate the power of creating great images and naming them properly.

Whew, there’s more but I gotta get back to work!

Startup Lessons: WFH Ain’t For Everybody

Work From Home Meme for business dashboard Dasheroo blogKids knocking at your door? Dog needs a walk? A shiny object just appeared? Working from home sounds too good to be true doesn’t it?

I’ve talked before about the distributed work environment we have at Dasheroo. Actually it’s semi-distributed as we have an office in Austin that our engineering team is located building crazy business dashboard features, but the balance of our awesome team is spread across the Bay Area, where everyone works from home. Or a coffee shop. Whatever works.

Some of our folks came to Dasheroo with previous experience working remotely; for others it’s a new experience. We’re in the startup stage and we need to work collaboratively on building the best business dashboard product for our thousands of customers worldwide so we HAVE to nail this remote work experience.

Personally I’ve done both, and even when I was running a sales division for a big public company, it was still somewhat distributed as I had people reporting to me from multiple locations around the world, and my boss was located in Boston. So I’m very comfortable with it. But that doesn’t mean everyone is!

I recently had to let someone go here at Dasheroo. And we both came to the conclusion that the work from home (WFH) scenario just wasn’t working out. This person, a good friend of mine, needed both the structure and social aspect that a more traditional office environment offers.

It got me thinking about how our current folks are experiencing WFH; how they manage their time and the challenges around it. So I asked ’em, and here’s some verbatims:

Mimi (Director of Sales):

“For me it’s time management!  For some reason, when working from home it seems that time just flies by!  So I use my calendar to also assign myself time for different tasks.  In that way, I’m alerted that it’s time to start doing something else or shifting gears.”

Nivi (Sr. Product Manager):

“Setting up a schedule to start working, lunch, even breaks for errands helps in being productive as you are creating an environment very similar to work. Also planning your day in advance in terms of tasks is important so that we get to everything in our to do list.”

Josh (Co-founder & VP Product):

I feel SO much more productive when I work from home because I’m able to manage my time and the lack of distractions makes a big difference. I try to structure my days to align meetings in a way that doesn’t have me tied up for more than 2 hours at a time within a given day. This way I can still have productive session with team members but I’m still using 90% of my day to just get stuff done. With Zoom and Slack I can be in direct contact with team members no matter where I am which is great in terms of flexibility. Another quick win? I get about 2 hours a day more productivity by not commuting!”

Jen (Customer Success Manager):

“I cannot believe how fast the work day goes by at home!  This WFH is new for me,  and initially (not so much anymore) missed working with people in the office; just being able to see people and talk face to face, but thank goodness for technology I am able to talk with all my co-workers multiple times a day just like I would if I was in the office!”

It’s important to remember that WFH success is situational too; at some points in people’s lives a WFH situation may be perfect, but in other times it’s just not gonna work. So we strive to bring on people that have past experience and thrive in this environment. I’m also a fan of WeWork, so we’re beginning regular, 2x per month, office hours very soon. What are your thoughts on a WFH structure? Let me know!

Google Analytics Dashboard: 3 Ways To Optimize Your Top Visited Pages

Dasheroo dashboard - Google Analytics Dashboard top visited pagesThere are hundreds of Google Analytics metrics to track, with some more important than others. But if you’ve got your data all in one awesome Google Analytics dashboard you’re one step closer to Nirvana!

One metric that deserves your full and undivided attention is “Top Pages.” As the name suggests, this shows which pages of your website receive the most traffic.

Within this metric, there are three pieces of data to focus on:

  • Page URL and title.
  • Number of visitors.
  • Overall percentage of visitors.

At this point, you understand the importance of tracking your top visited pages. Now, it is time to do something with this data. More specifically, the ways to optimize the pages that receive the most traffic. Here are three optimization tips:

Add a Sign Up Form to the Appropriate Page(s)Dasheroo blog sign up form

Are you trying to grow your email list? Doing so means displaying your sign up form to as many visitors as possible.

If this form isn’t above the fold on some or all of your most visited pages, make a change today (not tomorrow). It will do wonders for your conversion rate.

At Dasheroo we saw that there were some blog posts that got more traffic than others, so we tailored the message on the sign up form that pops up when someone is on the page for more than 8 seconds. The result? We got 20 more people per week signing up to get a free dashboard.

Note: Kim Stiglitz of the Campaign Monitor takes the sign up form one step further and explains why email preference centers are the way to go.

Optimize the Page for Your Top Keywords

If you don’t know which keywords you are targeting, now is the time to make a list. The Google AdWords Keyword Planner is your best friend.

Already have a list? Skip this step and jump right into your data for the past 30 to 60 days (and maybe beyond). Which keywords generate the most traffic? Are your most visited pages optimized for these keywords? A few basic changes, such as adding (but not stuffing) keywords to your content, could boost search engine rankings and traffic.

Best Sellers Should Be Front and Centerwine.com homepage

This applies primarily to online stores. You know your product better than anybody. What are your best sellers? Don’t force visitors to search long and hard to find these products. Instead, they should be front and center on the pages that get the most eyeballs. This one tweak could boost sales and profit.

Wine.com has a best-seller section right on their homepage. They understand what works!

Do you know which pages of your website generate the most traffic? More importantly, have you optimized these pages for peak performance on a Google Analytics dashboard?

A Case for Awesome Dashboards: Q&A With Zurb’s Daniel Codella

Daniel Codella - ZurbWe love it when our users take the time to give us real feedback both positive and negative for our business dashboards. So we asked Daniel Codella over at Zurb to answer some questions for us.

Zurb is a pretty cool company based here in the Bay Area. According to Zurb, “ZURB is a product design company since 1998. Through consulting, product design tools and training, we transform the way businesses approach product design.”

Thanks for taking the time Daniel!

How many employees work at Zurb?

Daniel: There’s about 25 of us, including contractors here at ZURB. We’re broken up into four business groups and multiple teams. I’m ZURB’s sole marketer and a member of our Connections team, responsible for building relationships, increasing communication and putting people first!

That’s awesome! What did you use before you found Dasheroo?  How long did it take you to gather your metrics?

Daniel: Ugh. Before Dasheroo? That was painful! I would often create custom dashboards using Google Docs and Google Analytics. While you can do some very cool things there, it was difficult for me and I’d often mess them up. I explored a few other business dashboard apps and services but I found them either to be too difficult or not flexible enough. As hard as a I tried, I just couldn’t find that one product that showed me all the metrics that were important to me in an easy to use way. 

Building and managing these custom dashboards and updating my docs really started to get time consuming and took me away from my actual work. I would spend several hours a week gathering, organizing and presenting the data, hours I could have spent actually doing my job to make those numbers move.

What were the most important features you needed in a dashboard for Zurb?

Daniel: In addition to all of the big health indicators of our popular marketing channels, I needed to be able to easily and quickly see my email metrics to look for patterns, correlations, and other insights. I also needed to compare all of these KPIs with some custom numbers I keep in Google Sheets. All of these streams of data needed to be easy to compare and analyze so I could break down the information for my team and ultimately act on the data.

Did you gain any new insight using Dasheroo? 

Daniel: Absolutely. To easily see patterns and trends, to be able to spot correlations at a glance, all of this was previously unavailable to me but has fundamentally changed my tactics and strategies. I can act quickly to maintain momentum but also observe longterm movement and respond appropriately. Because Dasheroo integrates with just about anything, I can compare all kinds of data, even the special custom stuff I keep in my docs. On top of that, the charts and graphs it generates are beautiful and add some really pizazz to my reports and presentations. Accurate data is most important of course, but the added perk of having that data displayed in such a vivd way helps me convey things to the team in a way they can really understand. The more members of my team that have access to and understand the data, the better decisions we can make as a company.

Does more than one team member use Dasheroo? What other functions in the company?

Daniel: Two of our “Customer Advocates” use Dasheroo to gather data on how people are using our various products and services. We also regularly share Dasheroo graphs and charts with company leadership and at our weekly scrums.

Thanks Daniel! 

Startup Lesson: Business Process Focus – When Your Team Is Under Water

Cartoon about business process for business dashboard startup DasherooAhh, start-up land…finite resources and infinite things to get done! And all of those projects can appear to be critical to your success – or survival – right now. And if you don’t have a clear business process, you and your team can feel, well, under water.

At our business dashboard startup Dasheroo, we’re so excited to launch new features, integrate with more applications, get more traffic in the door and improve our in-app experience, that it can be dizzying at times.

And recently, I started to feel the springs almost starting to pop. You’ve probably been there, too. Progess? Sure, but not enough projects getting pulled over the finish line. Too many projects stuck in that ‘WIP’ category for too long.

And when that starts to happen, it’s time to reboot! And that means regrouping with the team, having an open discussion, focusing on the real priorities (maybe re-prioritizing), a real business process and executing.

We had a great meeting recently, where we revisited each major deliverable for Q4 across marketing, product, sales and engineering. It resulted in us taking a few things off of our plate, at least for now. Just agreeing that “we’re not gonna do that”  this quarter. Or, “we thought that feature was really important a few months ago, but now that we’ve learned more it really isn’t mission critical'” It’s sobering, necessary and productive.

So what are some of the actions we took?

  • We delayed one big engineering project to Q1, and re-scoped another one that dramatically reduced (almost eliminated) additional engineering time. That meant we can focus on and complete a couple immediate revenue-generating projects – Insight alerts, branded dashboard exports and an agency & partner console that were all stuck in that ‘we’re almost there’ category.
  • We took a hard look at which social media and content outlets were providing us the best (and worst) results, and adjusted our publishing schedule to optimize the time spent on writing and socializing articles so we could spend more time developing a pricing test and a new onboarding experience.
  • We decided to take a couple app integrations off the Q4 table and focus on two key integrations that are more deep, more valuable and focused on driving user acquisition in a key market.

Although these discussions usually come a little too late, it’s the nature of the beast. I’ll try to get a better read on the ol’ ‘under water’ crystal ball, but the bottom line is addressing these issues immediately, getting everyone on the same page, and executing!

How do you identify and resolve business prioritization in your company? Let me know!

Facebook Analytics: 5 Must-Track Metrics

We’ve talked about important trends to spot in a Twitter analytics dashboard. We’ve also touched on Google Analytics metrics and why LinkedIn marketing is a must. Now it’s time to take a closer look at Facebook analytics, including five must-track metrics.

FansDasheroo Facebook Analytics Dashboard - Fans

Fans, fans, and more fans. There is nothing more important than this, right? While there are other metrics to track, this one definitely deserves your attention.

In short, this is the cumulative number of people that like your page. Breaking this down, pay close attention to your daily, weekly, and monthly growth.

Tip: Test out a Like Facebook ad campaign and see what happens. Facebook Ads expert Jon Loomer has a great article on how to get more Likes and Fans. At Dasheroo we have one constantly running so when we have something to announce we’ve built a big audience to talk to.

Shares

Posting content to Facebook is a good thing. Having this content shared by others is powerful.

You should track the shares of content on your page by day, week, and month. Just the same as fans, you want to experience positive growth. And shares are more powerful than likes since the content someone is sharing is actually displayed on their page.

And since someone doesn’t have to Like your page in order to share your content even better!

Facebook expert Mari Smith has a great infographic on how to increase  Facebook Shares.

CommentsDasheroo Facebook Analytics Dashboard - Comments

Much the same as shares, this is an “engagement” metric. It shows that people are doing more than reading your content. They are also commenting, giving you valuable feedback that can help you generate a more targeted Facebook marketing strategy.

You want to know how many comments your page is receiving (daily, weekly, monthly).

Scott Ayers Co-author of Facebook All-In-One for Dummies tells you 4 types of posts that will get your more comments.

Likes

Likes have been driving the Facebook engine since day one. In the same mold as shares and comments, likes show that your audience is interested in what you’re saying.

A steady increase in likes shows that your audience is growing and your content is “sticking.”

Reach

Facebook marketing success is all about activity. You want to Dasheroo Facebook Analytics Dashboard - Reachreach as wide an audience as possible. Furthermore, you want to track your reach (also referred to as impressions).

With this metric, you can track the total number of people who could have seen any activity on your page, such as: posts by the page, posts by other people, page links, mentions (and more).

Final Word

With more than one billion daily active users, Facebook provides the opportunity to reach a humongous audience. You should have three goals in mind:

  • Reach as many people as possible.
  • Experience positive growth.
  • Track the appropriate metrics to pinpoint your successes, failures, and potential strategy changes.

P.S. Don’t forget to check out our free social media dashboard from Dasheroo. Track all of your important social media KPIs in one nifty spot!

Track Our Startup: Tracking KPIs + New Onboarding Flows

Even though last week was a shorty it didn’t stop Team Dasheroo. Plus we had a record day of users the day before Thanksgiving thanks to Duct Tape Marketing and Small Business Computing! Obviously you data geeks were NOT responsible for cooking the turkey.

In The Queue

We’re working to do our next release which is simply Dasheroo for Agencies. Mimi has been giving people “beta” demos of it. Fill this out if you want one. We just need one more feature to get it into your hands, that’s removing branding of a PDF or PNG export of your dashboards. It’s also a bunch of work to get the word out with new website assets, a press release, making sure the product is nailed and a video! Josh and team are also working on i20 (new app integrations) and after that figuring out where features like alerts and in-app messaging (so you know when we have new new features) fit in as well as a host of very large projects. It’s Dasheroo Mock up of first time user experience.tough because we want to get it all done this year but it just can’t happen.

Alf, our VP of Customer Success, sent around some new updated onboarding mocks and workflows. We’re trying to really nail a first-time user experience since we now have benchmarks of where people are getting stuck and falling off. We use MixPanel to identify and report on it. He also built a cool mock for “digests”. We would send you a business dashboard digest to your inbox so you know if there have been any changes, good or bad.

Marketing
We’re working on a few case studies, they’re always great to point to when we solve a problem for a business that someone else is having. We’re also going to be doing some website testing, which is totally exciting! I’ll let you in on all of the results when they come in. We’ll be using Optimizely to do it.
We’re finsishing up our “What is a KPI” mini site. We thought a) it’s important for all of our users to track specific KPIs even if we don’t off the app integration…yet and b) it’s great for SEO! Here you’ll get Customer Service KPIs, Marketing KPIs, Sales KPIs and Social Media KPIs. Have at ’em!
We’ve got a board meeting this week so I’m off to finish up on my reporting for it. Cheers!
John at Dasheroo

LinkedIn Marketing: 9 Reasons We Love It!

I started to count the ways that LinkedIn really helped and continues to help us grow our business and had to stop at 9 or this would be a dang long post. And it’s not really LinkedIn marketing, it’s really LinkedIn relationship management but that keyword phrase gets no love from Google.

And it’s not only reaching out to people that might be able to help. And it’s not all about “selling.” It’s about getting to know people who could help at some point. It’s also about how you can return the favor too. On top of that you need to be open to getting connection requests like the one you send, and expanding your network. You never know who is going to be on the other end of a connection.

  1. We got a great meeting with Chad Pollitt, Relevance.com. Matthew Toren's LinkedIn PageHe asked JP to write for them and he gave us some great tips for future product features.
  2. We had a great meeting with Viveka Von Rosen, author of LinkedIn Marketing: An Hour a Day, who Tweeted us out to her huge following singing our praises. Always grateful Viveka.
  3. We got in front of Pratik Dholakiya, of E2M Solutions for a demo since he writes articles for many popular publications. He also happens to run an outsourced development shop where we now outsource our mobile apps to. We also hooked him up with a bud who wants an app developed. Nice!
  4. We connected and demoed Dasheroo with Matthew Toren, author of Kidpreneur, who just included Dasheroo in  an article he wrote for Entrepreneur: 7 Tools That Can Help You Rapidly Grow and Automate Your Business!
  5. We reached out to Jay Baer, CEO of Convince and Convert. We had a great demo with him and got some awesome feedback.
  6. On a wild-ass try, we reached out to Warner Brothers who got right back to us for a demo. They answered, no lie.
  7. We reached out to Eve Mayer, LinkedIn Queen and CEO of Social Media Delivered, to get a meeting with her. She looked at our site, passed the information along to her tech consultant and now they’re using Dasheroo! Thanks Eve!
  8. An awesome writer, Chris Bibey, reached out to us to see if we needed any blog help. The timing couldn’t have been more perfect. We connected and now he helps us write every week. (He’s not writing this BTW 🙂
  9. Barry Feldman, Feldman Creative, who we’ve followed for a long time, reached out to us to see if there was something he could help us with, there is, we’re working together! Plus he gave us an intro to the great Andy Crestodina, Orbit Media.

The list goes on and on and we’re less than a year old! Now we’ve got a ton of new friends and the list keeps growing. It pays to connect with people on LinkedIn. LinkedIn has helped us form some awesome relationships with super people. Are you using it to the best of your business ability?

P.S. Don’t forget to check out our LinkedIn Analytics dashboard. You can track engagement, followers and impressions for your LinkedIn Company page and personal profile right in your Dasheroo dashboards, free!

Google Dashboard: 3 Key Google Analytics Metrics to Track + Why

If you’ve created a Google Dashboard for all of your Google metrics, good for you! There are so many to keep track of like Google Analytics Goals, Google Sheets, Google Adwords, the list goes on.

 The implementation of a Google Analytics dashboard allows you to do many things. While the primary goal is to learn more about your audience, it goes well beyond how many visitors your website generates on a daily (or weekly, monthly) basis.

Here are three key metrics to track (plus some advice on why it’s a good idea):

New and Returning Users by Number of Sessions

Dasheroo Google Dashboard: Google Analytics dashboardsHow many new users is your website attracting over a given period of time? What about returning users? By adding the two, you can also see the number of total users.

As the most basic metric in a Google Analytics dashboard, this shows how much progress your website is making (or not making) in terms of user visits.

Social Sources
Dasheroo Google Dashboard: Google Analytics Social Sources

You know by now that social media is a big deal. You have the ability to track performance related to each of your social profiles (such as through a Twitter dashboard), however, you should dig deeper.

Through your Google Analytics dashboard, you can see which social sources send the most traffic. You can then adjust your social media marketing strategy and budget accordingly.

Top Sources by Medium

Google dashboard: Google Analytics Traffic by Medium dashboardAll traffic is created equal, right? Well, not exactly. You want to know how people are finding your website. This is broken down into four distinct categories:

  •      Direct Sessions
  •      Organic Sessions
  •      Paid Sessions
  •      Referral Sessions

Within each category, you can view how much traffic it is responsible for as well as any growth or decline.

Final Thoughts

Google Analytics is more powerful than many people believe and should be a part of every business’s Google dashboard. Don’t get so caught up in the overall number of visitors that you overlook the finer details that have the biggest impact on your business.

P.S. Did you know you can have your own Google Dashboard right alongside all of your sales, marketing, e-commerce and social media marketing metrics? Finally one place to go for all of your KPIs. Best part? Dasheroo gets you up and running…FREE. Check it out.