Articles in this section
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Upsales Forecasting
Predict future sales and make informed decisions about your business. With this feature, you can:...
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Work in progress: Set default sales board per role
Set default sales board per role You’re able to set a default sales board for a specific role. Th...
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Q: Can I send contracts and offer documents through Upsales?
Q: Yes, you can use document templates (click Settings > CRM > Document templates) This feature n...
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Q: Can Revenue Recognition generate multiple invoices for the same deal?
A: No. Revenue recognition isn't connected to invoicing. It's just for bookkeeping and income rep...
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Q: Is it possible to sub-invoice from Upsales to PE accounting? Example 50% of the full amount at sign and the next X days later from one opportunity?
A: No, this is not possible.
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Weekly/monthly quota
You can adjust targets based on your sales and business cycles. When setting targets, you can cho...
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How to use Order Status Log for ERP imports
You've completed the sale – now you need to know if it’s been imported into your ERP. That's when...
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How to use recurring revenue models (ARR/MRR)
Companies working with subscriptions often measure their revenue by Annual (ARR) or Monthly (MRR)...
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How to use the contribution margin sales model
The contribution margin shows profit per product group or order. The calculation is: Selling pric...
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Sales models in Upsales
To fit a wide range of companies Upsales can be tailored to fit different sales models, such as m...
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How to export order rows
Activating this toggle splits your downloadable file into one spreadsheet row per product. This i...
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How to show only selected custom fields on order row
How to specify the custom fields to be shown on orders/opportunities for every product category. ...
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How to create Calculating Fields for orders & opportunities
Calculating fields can be added to every order row, or for every order and opportunity. When addi...
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How to use a custom Calculating Field as order value
Here's how to use the value from a custom Calculating Field as the order/opportunity value. To us...
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Orders overview
An order is created any time you close one of your opportunities. The Orders list helps you track...
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How to create and edit orders
The Orders list helps you manage your Upsales closed and lost orders. Change an opportunity to a ...
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How can I change a won order back to an opportunity?
Create a copy of the order and then change the stage from Won to Opportunity.
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Company sales history icons
Sales history icons appear next to a company name. They're a quick way to view what's happening w...
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