The Business Fixer Blog by Wes Schaeffer, The Sales Whisperer®

How To Get Keap CRM Help Fast: Part 2

Written by Wes Schaeffer | Jun 13, 2025
How to access the Infusionsoft Dashboard from any page.

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Like it sounds, the Infusionsoft Dashboard is a place where you can view all of your most critical information that pertains to the health and wellness of your business including:

  • Active Opportunities
  • Appointments
  • Little Box o' Stats
    • Tagging Activity
    • This Month's Orders
    • Invoices with Failed Payments
    • And more with the Saved Search or Saved Report feature
  • Email Stats
  • Fulfillment Jobs
  • Activity Feed
  • RSS Feed
  • Usage Stats
  • Campaign Stats

Here's how I have chosen to layout my Infusionsoft Dashboard:

Infusionsoft Dashboard Full Screen

 

 

When it comes to the layout of your Infusionsoft Dashboard there is no right or wrong. That is why it is customizable.

Experiment with it. Make it your own. Then go forth and prosper.