Articles in this section

• Insights: How to filter data based on specific users

  How users can filter to view their own data.  In Upsales Insights you can place filters on dashbo...

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• How to change the fiscal year in Upsales Insights

  Upsales Insights in its standard configuration uses calendar year. This means that when you use m...

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• How to filter data in Insights

    Click Analytics → Upsales Insights and then choose a dashboard:  Click a filter to adjust:...

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• Date filters in Insights

  You have a number of options for filtering your Insights dashboard based on date. This article e...

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• Filter terminology

  Upsales filter terminology explained.   This article covers: Value filters Date filters Value ...

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• 5 Best Practice Cases: Date Filters

    Let’s have a look at 5 simple and common ways to use date filters. 1. Current Periods One, lo...

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