Articles in this section

• Weekly/monthly quota

  You can adjust targets based on your sales and business cycles. When setting targets, you can cho...

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• 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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• Targets: Contribution margin

  Recommended for: Companies wanting to know profitability of units after variable costs  Hel...

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• The Recurring revenue model (ARR/MRR)

  Companies working with subscriptions often measure their revenue by Annual (ARR) or Monthly (MRR)...

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• The contribution margin sales model

  The contribution margin, or as it's sometimes called; Profit margin, shows you how much profit yo...

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• Targets: One-off

  Add-on needed: Revenue recognition Recommended for: Companies selling one-off products with s...

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• Targets: Subscriptions

  Subscription targets are useful for measuring overall sales performance through an ARR or MRR sal...

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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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• Exporting order rows toggle

  Enabling this toggle splits your downloadable file into one spreadsheet row per product. This is ...

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• Show only selected custom fields on order row

  Specify which custom fields will be shown on orders/opportunities, for every product category. T...

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• Calculating Fields

  Calculating fields can be added to every order row, or for every order and opportunity. When addi...

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• Use a custom Calculating Field as order value

  It's possible to use the value from a custom Calculating Field as the order/opportunity value. Fi...

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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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• 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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• Change a won order back to opportunity

  Change a won (probability 100%) order back to opportunity (probability 1-99%). Sometimes you may ...

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• Subscriptions overview

  A subscription is basically an order split into several orders. In Upsales there are two types of...

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• The sales history widget

  The sales history is usually displayed near a company name and shown as three icons. Use the icon...

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