video1.0<iframe src="https://www.loom.com/embed/d8e5c7bf2ebf43e7a9ef0910603a00fb" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/d8e5c7bf2ebf43e7a9ef0910603a00fb-216418b8c3a4decd-full.jpg2699.891The meeting focused on the use of Launch360 for reporting and dashboards, with Suzi Guzman demonstrating various features and customization options. Participants discussed challenges with accessing certain dashboard features, and Suzi offered to customize dashboards for them. Future sessions will cover newsletter creation and other CRM functionalities, with participants encouraged to provide feedback on desired features. ### Introduction to launch360 reporting and dashboards 0:36 - Suzi Guzman introduced the session focused on reporting and dashboards using Launch360. - The goal is to help users easily access key performance indicators (KPIs). - Suzi shared her screen to demonstrate the features. ### Dashboard customization and kpi tracking 1:23 - Suzi explained the importance of dashboards for business owners to track KPIs. - Demonstrated how to edit dashboards to include various metrics like website views, appointments, and contact counts. - Showed integration options for Google and Facebook ads, and how to track lead sources and opportunity statuses. - Emphasized the ability to customize dashboards to suit individual business needs. ### Access issues and customization solutions 18:19 - Harlyene Goss and Robyn LeBreton reported issues accessing widget customization on their dashboards. - Suzi suggested that it might be an agency-only feature and offered to set up dashboards for them based on their requirements. - Participants were encouraged to specify what they want on their dashboards for customization. ### Reporting and future training sessions 21:16 - Suzi discussed the possibility of creating custom reports and scheduling them for regular delivery. - Participants were encouraged to review their current dashboards and request additional features or reports. - Future training sessions will cover topics like newsletter creation and CRM functionalities. - Participants were asked to provide feedback on what they would like to see in future sessions. ### Newsletter creation and engagement tracking 30:40 - Suzi previewed upcoming sessions on newsletter creation and engagement tracking. - Demonstrated how to track email engagement, including open rates and click performance. - Highlighted the importance of understanding reader behavior through newsletter analytics. - Planned to conduct a live demonstration of newsletter creation in the next session. ### Closing remarks and next steps 36:46 - Suzi wrapped up the session by encouraging participants to submit help desk tickets for any issues or requests. - Reminded participants of the upcoming sessions and the importance of providing feedback. - Mentioned the availability of session recordings for review and learning at their own pace.