Basic Dashboards explained

”Basic Dashboards” is the newest feature in Upsales Insights. It provides Upsales users with an easy way to access basic statistics about sales and marketing performance without having any prior knowledge on how to build custom reports in Upsales Insights.

The feature is built mainly with smaller sales organizations as the target group. This means that the dashboards are designed to work best in those scenarios. If you work in a bigger organization you will still be able to access and use the dashboards, just keep in mind that you might have to filter in order to get optimal visualizations.

“Basic Dashboards” are available in all accounts that have Upsales Insights.

Where do I start?

Start by navigating to Upsales Insights, which is located under the Analytics tab in Upsales. There you will find “Basic Dashboards” as a new option in the menu;

After opening this menu, you will see a dropdown menu showing all available basic dashboards. These are categorized in groups, such as “Sales”, “Appointments”, “Marketing” and so on. Each of these groups follow the basic structure, so you can see the data per sales rep, role, company and month.

Note: Every dashboard that ends with “per Sales Rep and Month” is dynamic. It will show your data per sales rep and month as a default setting, but in the filters you have the opportunity to change these dimensions, in order to see the data how you want it.

Ok! I’m on the dashboard. What’s next?

Good job! Now you see the data. The majority of the dashboards are of the type bar chart. This is a good way to visually represent differences between companies, roles, products or sales reps for example. All bar charts have the total value written out as a number on top of the bar.

Note: You can always click on a bar in order to see that data broken down in more detail.

Every dashboard can be filtered in the filters-menu. After selecting a filter, you have to press the “Run” button in the top right in order to get the filtered data.