Articles in this section
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How to build a cross sales dashboard
Choose the Explore "Sales & Pipeline" Add Measure: "Sales Value (Net)" Add Dimensions: "Compan...
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Working with the Leads Report
The Leads report shows how well assigned leads have converted into customers. This article explai...
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How to copy reports and save as new
If you want to tweak and create new Explores/reports from existing ones in Insights, you can foll...
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Using the Annual Recurring Revenue explore
Prerequisites for this article: Basic knowledge about building looks in Upsales Insights. If you ...
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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
In your Upsales setup, you might have added custom field to companies, contacts, orders, appointm...
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Tracking your Annual Recurring Revenue (ARR) with Upsales Insights
Using the Subscription feature in Upsales for invoicing and billing? This article covers how to k...
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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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Missing Fields in Insights
Upsales Insights is a business intelligence reporting tool used to emphasize key figures. When bu...
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Table calculations in Insights
When you have mastered the basics of Upsales Insights (if you haven’t, look at the guides in the ...
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View companies based on their geographic position
A clear visualization of where your customers and prospects are geographically located can be qui...
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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 KPI:s Maintaining an accurate forecast is tricky in terms of securing your team’s util...
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