Articles in this section

• 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

  Find out how the Insights add-on helps you go granular with your Upsales data, reporting and anal...

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• Insights: Working with the leads report

  The Leads report in the Insights add-on shows how many assigned leads have converted into custome...

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

  Save time by creating new dashboards from existing reports with the Insights add-on. Click Analyt...

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• Introduction to using the Annual Recurring Revenue explore in Insights

  This article explains the Annual Recurring Revenue explore, shares the basics about the dimension...

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• Upsales Insights Terminology

  Key terms to know when getting started with the Insights add-on.This article covers: Reports Dash...

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• Adding pictures to a dashboard in Insights

  Discover how to edit and customise your Insights dashboards with images and logos.Insights requir...

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• Add custom fields to Insights

  Custom fields you have added in Upsales are not part of the standard Insights Explores. To report...

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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 U...

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

  Using the Subscriptions add-on 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 reports. Insights requires the Insights add-on.To create ...

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• 'Explores': How it works

  When you click Create in Insights to build a report, the Getting started! window shows your Upsal...

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

  Upsales Insights is a business intelligence reporting tool. To build a report, click Create in In...

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• How to make custom table calculations in Insights

  Table calculations let you add your own calculated columns to an Upsales Insights report, based o...

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• View companies based on their geographic location

  Want to know where your customers and prospects are geographically located? This default dashboar...

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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 you...

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• Best practice Insights for Consulting companies

  Consulting KPIsMaintaining an accurate forecast is tricky in terms of securing your team’s utilis...

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