-
FAQ: Analytics
-
Standard dashboards
-
Insights Basics
-
Insights
- How to build a cross sales dashboard
- Insights: Working with the leads report
- Insights: How to create new dashboards by copying existing reports
- Introduction to using the Annual Recurring Revenue explore in Insights
- Upsales Insights Terminology
- Adding pictures to a dashboard in Insights
-
Filtering in Insights
-
Report center
- Report Centre: Overview
- Q: Why does my ARR show different numbers in Insights and the Report Centre?
- Q: How to get MMR/ARR dashboards in the Report Centre?
- Q: Average order-value in Report center?
- How to use Report Centre dashboard filters
- How to use the Report Centre: Booked appointments dashboard
-
Upsales TV
- Q: Can I use the same login licence for Upsales TV and Upsales CRM?
- How to create 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