Articles in this section

• How to build a cross sales dashboard

  Choose the Explore "Sales & Pipeline" Add Measure: "Sales Value (Net)" Add Dimensions: "Compa...

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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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• Dashboard explanation - ARR Insights

  This article explains every look in the ARR Insights-dashboard. To get a full understanding of th...

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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

  If you are using the Subscription feature in Upsales for invoicing and billing there are some int...

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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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• Phone data in Upsales Insights

  When using an Upsales integrated softphone solution, Upsales saves information about every call t...

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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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