Articles in this section
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Marketing ROI/ROAS dashboard
Discover how to identify where you get the highest Return On Ad Spend (ROAS) across different pla...
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Insights: How to create reports
How the Insights Product helps you go granular with your Upsales data, reporting and analysis. Th...
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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
How to edit and customize your Insights dashboards with images and logos. Open the dashboard you...
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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 Product 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
Explore custom calculations in Insights that everyone can use. Average order value per sales rep ...
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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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