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Standard dashboards
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Insights Basics
- Introduction to Insights
- Webinar: Introduktion till Insights - Del 1 (swedish)
- Webinar: Introduktion till Insights - Del 2 (Swedish)
- Working with the Upsales Insights Start Page
- Upsales Insights Terminology
- Building a dashboard in Insights
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Insights
- How to build a cross sales dashboard
- Working with the Leads Report
- How to copy reports and save as new
- Using the Annual Recurring Revenue explore
- Adding pictures to a dashboard in Insights
- Custom fields in Insights
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Filtering in Insights
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Report center
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Upsales TV
- Competitions in Upsales TV
- Creating a Quick Link to Upsales TV
- Adding or editing a widget in Upsales TV
- Working with slides in Upsales TV
- Working with channels in Upsales TV
- Upsales TV overview