Tags are applied and removed to contacts as they enter and exit different phases of the sales pipeline in my Infusionsoft campaign. I use saved reports to display the number of contacts who received each tag in each month. So I can see how many contacts entered the ‘quote phase’ between October 1st and 31st for example.
I’ve set up the saved reports to show in order in the dashboard. What would be the best way to display this information but on a salesperson to salesperson basis? I only seem to be able to sort by tag when I do these reports but details of how each salesperson is performing would be a very useful statistic.
I feel like this would be a very common need for a lot of businesses so I’d be surprised if there wasn’t an easy way to do this. has anybody done something like this before?