Articles in this section

• 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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