Introduction to Insights

Working with the Upsales Insights Start Page

When you open Upsales Insights, you first see the Start tab, with a list of your Favorites, any d...

Upsales Insights Terminology

Key terms to know when getting started: Looks Dashboards Tiles Explores Dimensions Measures Loo...

Building a dashboard in Insights

The second part of the introductory tutorial series of Insights with focus on how to build a dash...

Dashboard management in Insights

Upsales Insights Permissions

If you don’t have access to a specific dashboard in Insights, most likely you have the wrong kind...

Values not updating in Insights report

When numbers aren't updating correctly in Upsales Insights, this is most likley due to caching is...

The Explores

When clicking the ”Explores”-button to create a Look, you might notice that your Upsales data is ...

Explanation of dimensions and measures in Insights

There are a lot of dimensions and measures in Insights, and at first, you might be confused or ov...