3 Concrete Tips for Effectively Managing Your Sales Funnel

Your sales funnel should be a well-oiled machine, pushing prospects through each stage in an efficient and effective manner.
Without the right strategy, your sales funnel will soon turn into the “Bermuda Triangle,” taking qualified leads and making them disappear forever.

When was the last time you thought about the way you manage your sales funnel? If it’s been a few months (or longer), you aren’t alone. In fact, 68 percent of B2B organizations have yet to even identify their funnel. That’s a problem you don’t want to have for much longer.

However, all is not lost. With the right system in place, you can effectively manage each stage of your sales funnel. Here are three tips to follow:

Clearly Define Each StageDasheroo Sales Funnel dashboard

For example, the beginning stage may entail searching for qualified prospects via LinkedIn (among other strategies). But by the time you reach the end of the funnel, you only have one goal in mind: to secure a meeting with the decision maker, and promptly close the deal.

Each stage of the sales funnel calls for a different approach and strategy. Knowing how to move forward and what to expect allows you to make informed decisions.

You can view all of your stages in your funnel using Dasheroo dashboards for Infusionsoft, just an fyi.

Prioritize Daily Tasks

Let’s face it: every task within your sales funnel is important, but some must take priority over others. There is no two ways about it, because there is only so much time in the day.

It is a must that every member of the sales team knows how to prioritize daily tasks associated with the sales process.

Here is an example: if you spend too much time following up with dead end leads, you won’t have enough time to prospect for new leads and close deals that are in the final stage of the funnel.

Here at Dasheroo when someone signs up to our service and meets a set of criteria a task in Salesforce is automatically generated to our sales team as well as an email sent. This way if they’re not using Salesforce they at least know there is a new task waiting for them to jump on!

Search for Time Saving Opportunities

Time is money, and this is particularly true when it comes to Dasheroo's Facebook analytics dashboardsales. Any way you can save time is something to consider.

Maybe Facebook plays a big role in your sales and marketing efforts. Why do everything by hand (ewww, spreadsheets) when you can set up a dashboard to track the most important metrics for this aspect of your strategy? Not only does this save you time, but it may open your eyes to opportunities you have overlooked.

Automate your emails thanking someone for signing up to download a  valuable piece of content with a request for a meeting. This one small tactic could get you qualified inbound leads that would otherwise take time out of your day.

The way you manage your sales funnel won’t be the same as the next person, and there is nothing wrong with that. All you should care about is managing your funnel in a manner that boosts productivity and increases sales.

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: Notifications, Sendgrid, Dash Hits the Chrome Store + More!

We had some great meetings this past week even though it was holiday week. We also had some great times for the New Year and I can assure you at Dasheroo we’re really looking forward to it.

On the “You can’t see it yet” front…

James, our co-founder and VP of Engineering, has been heads down on a notification system which is awesome. This system is for you to use in the app and for us internally to use behind the scenes (we get notified if sh*t goes awry.) Notifications can happen for a number of reasons and in a number of ways. For instance you might want to know about a bunch of things happening with your data. You’ll be able to see that in a running notification stream. Additionally you can find out what’s happening via an email or mobile push. Internally this is a huge platform dev project for us to trace bugs. You’ll soon have an “inbox” of messages color coded for read vs. unread. You’ll also see what new product announcements we have. Look for this in late January/Early February. (Isn’t that right around the corner?)

Our stellar Product Managers Dharini and Nivi have been investigating Sendgrid and Mandrill as a possible integrations while the release that is currently in progress contains enhancements to Facebook, Instagram, Facebook Ads, GA and Stripe. And while all of that’s happening, we’re going to be talking to Mixpanel and Insightly as two potential integrations. Finally we’re working on a Hubspot integration as we speak. Whew, really?

Be on the lookout for an awesome Salesforce.com integration we’ll talk about very soon. YoDasheroo on the Chrome Storeu can now see your dashboards in your Salesforce.com account on your mobile device. And yes Infusionsoft is on the way.

We’re knee deep in mapping all of the things we need to work on in a timeframe over the course of the next year, a 5 year revenue plan and nailing pricing. We launched with what we think is great pricing to attract a ton of users, but now it’s time to really get a feel for revenue progress. And don’t worry, there will always be a freemium product.

Chrome Store Reviews Needed!

Dasheroo is now on the Chrome Store and we’d love to get more ratings. If you’re a Dasheroo user can you go here and take 10 seconds to give us a review? We really appreciate it!

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!

7 Tools That Can Help You Rapidly Grow and Automate Your Business

Entrepreneur.com logoDasheroo was listed as one of these 7 awesome tools for SMBs on Entrepreneur last week and we couldn’t be happier. A notable quote? “It’s brilliant for the busy entrepreneur who wants it all in one place.” Perfect!

We share the spotlight with greats like Infusionsoft, Shopify, Clearvoice, Printful, Clickfunnel and SproutSocial!

We’ve even got an integration so you can get a Shopify sales dashboard right within Dasheroo, Infusionsoft is coming!

Check out the article, it’s great and thank you to the great Matthew Toren for including us! He’s a serial entrepreneur, mentor, investor and co-founder of YoungEntrepreneur.com. He is co-author, with his brother Adam, of Kidpreneurs! Check him out for sure.

Facebook Ads Business Dashboards Launched!

When we had our launch (read the story here) we also snuck in a few great new applications to add to your business dashboards; Emma for email marketing and Facebook Ads so you can track some of your ad stats. If you want to see the press release for our launch here it is.

We’re pretty excited about it and even more excited about our board meeting yesterday, the day after we launched Dasheroo, with our buddy Matt Holleran from Cloud Apps Capital Partners.  We also had a bunch of meetings to talk about what’s going to be happening next (can’t we just relish the moment?) so after we chat this week we’ll sure be informing you about the roadmap, keep the suggestions coming though!

So for Facebook Ads, you’ll be able to filter your insights at the Ad, Ad Set, Campaign and Account level for:

  • Overview – View all of the metrics below in one insight.New Facebook Ads relevance score dashboard
  • Impressions – View your ad impressions over time. Impression = total number of times your ad entered the screen for the first time.
  • Clicks – View the total number of clicks on your ad over time. Depending on what you’re promoting, this can include Page likes, event responses or app installs.
  • CTR – View your click-through rates over time. CTR is all clicks ÷ by impressions in the date range.
  • Actions – View the number of actions taken on your ad, Page, app or event after someone viewed your ad, even if they didn’t click on it.  Actions include Page likes, app installs, conversions, event responses and more.
  • Action Rate – View your action rate for your ads over time. Action rate is all actions ÷ by impressions in the date range.
  • Cost – View your ad costs over time. Filter by Ad Account, Campaign, Ad Set or single Ad.
  • Cost Per Click (CPC) – View your cost per click over time. CPC = amount spent ÷ number of clicks for the ad.
  • Cost Per Action – View your cost per action over time. Cost Per Action = amount spent ÷ number of actions for the ad.

More excitement? We also give you insights for:

  • Highest Click Through Rate – View a list of the last 7 ads that had the highest click through rate
  • Highest Relevance Score – View a list of the last 7 ads that had the highest relevance score
  • Highest Action Rate – View a list of the last 7 ads that had the highest action rate

Log into your Dasheroo account now and check them out!

There are a few things we do know that are coming:

Campaign Monitor! – If you use this cool email marketing app (and we love Alex, Craig, Sean and Andrea over at Campaign Monitor) you’ll be able to see a snapshot of your last few campaigns and how they did, how your subscriber growth is going and the trending of your overall click, open, bounce and unsubscribe rates. We hear that Aweber might be next!

Market New York (@MarketNewYork or #MKTNY) – We’ll be showing our wares in NYC, the big Javits center for a day, May 21st! This show is great, our buddy Ramon Ray is going to be there with Infusionsoft (also Smart Hustle Magazine, we love Ramon!) and Dave Kerpen from Likeable Local. We’ll be front and center with our selling shoes on (how can you sell something that is free?) in our fancy new booth. Visit John at the booth, he can’t wait to see ya!

Go check out Facebook Ads and Emma insights.