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Report Centre: Overview
The Report Centre is your all-in-one BI and reporting tool for your sales and activities. You can...Read more
Q: Why does my ARR show different numbers in Insights and the Report Centre?
A: This is most likely due to the date filter applied as standard on the report in Report Centre:...Read more
Q: How to get MMR/ARR dashboards in the Report Centre?
A: Activate one of the recurring revenue sales models:Read more
Q: Average order-value in Report center?
A: The sales-widget "Sales funnel" will show average value if the order has gone through the step...Read more
How to use Report Centre dashboard filters
To get an even better overview of your data, the Report Centre includes many filters for you to d...Read more
How to use the Report Centre: Booked appointments dashboard
The Report Centre booked appointments dashboard shows how many appointments each user booked duri...Read more
Report Centre: Dashboards
Upsales dashboards offer multiple ways for you to extract the insight and BI you need from your s...Read more
Report Centre: Widgets
Widgets add a new layer of insight to your Report Centre. Create and customise your data, go gran...Read more
Report Centre: completed appointments dashboard
The Report Centre completed appointments dashboard shows how many appointments each user complete...Read more
Report Centre: Pipeline dashboard
The Report Centre Pipeline dashboard shows the size of your pipeline. You can see the total value...Read more