You can display your Upsales screen and dashboards on an external internet-enabled TV, for presenting and sharing insights in front of an audience.
Report Centre TV requires the Report centre PRO add-on.
- Open the Report Centre and click the Report centre TV icon:
-
Select Create new channel, enter a channel name, select all the dashboards to include, and the duration (in seconds) to show each dashboard. If your account has Insights, use the Report centre / Insights toggle above the dashboard list to add Insights dashboards as well:
- Select Enable deal celebrations if you want to show a celebration on the TV when a deal is closed. This opens the options Enable sound, Minimum order value and Order stages to trigger celebration. Under Excluded users you can choose users whose deals never trigger a celebration. The celebration plays the YouTube video set as Celebration Video on the salesperson's user (Settings → Account → Users & roles, open the user). If no video is set, a confetti animation is shown instead:
- You can play the channel on your device, or click the dropdown to choose Play on TV
- To play on your TV, open the TV's web browser and go to tv.upsales.com to get a 4-digit code
-
Enter the code in Upsales and click Connect to pair your device with the TV:
- You can now broadcast Report Centre TV!
- To edit or delete your channel, just click the Report Centre TV icon and select the edit or delete icon:
- Users that you share reports with can also use Report Centre TV to view the reports