Articles in this section

• Insights: How to create reports

  How the Insights add-on helps you go granular with your Upsales data, reporting and analysis. Thi...

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• Insights: Working with the leads report

  The Leads report shows how many assigned leads have converted into customers.    Click Analytics...

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• Insights: How to create new dashboards by copying existing reports

  Save time by creating new dashboards from existing reports in Insights. Open Upsales Insights Cl...

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• Introduction to using the Annual Recurring Revenue explore in Insights

  This article explains the fundamentals of the Annual Recurring Revenue explore, shares the basics...

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• Upsales Insights Terminology

  Key terms to know when getting started with Upsales This article covers: Looks Dashboards Tiles ...

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• Adding pictures to a dashboard in Insights

   If you want to customize your dashboard to better reflect your company’s graphic profile, a good...

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• Custom fields in Insights

  You might have previously added custom fields to your Upsales companies, contacts, orders, or app...

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• Upsales Insights: How to edit Permissions to view dashboards

  If users or roles can't see a dashboard, here's how to change their access levels. How to change ...

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• How tracking Annual Recurring Revenue (ARR) works with Upsales Insights

  Using the Subscription feature in Upsales for invoicing and billing? Here's how recurring revenue...

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• Why aren't my numbers updating in Insights?

  Numbers not updating correctly in Upsales Insights? Upsales saves (caches) some information to ma...

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• Calculations in Insights

  Custom calculations in Insights - that everyone can use! Average order value per sales rep Use a ...

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• 'Explores': How it works

  When clicking the ”Explores” button to create a Look, you might notice that your Upsales data is ...

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• Missing fields in Insights? Here's what to do

  Upsales Insights is a business intelligence reporting tool used to emphasise key figures. When bu...

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• How to make custom table calculations in Insights

  When you've mastered the basics of Upsales Insights, table calculations are the next level. These...

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• View companies based on their geographic location

  Want to see where your customers and prospects are geographically located?  A default dashboard w...

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• Register and measure accrued sales with Insights

  Forecasts can be unpredictable and volatile – especially when your CFO comes knocking and says yo...

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• Best practice Insights for Consulting companies

  Consulting KPIs Maintaining an accurate forecast is tricky in terms of securing your team’s utili...

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