Articles in this section

• Report Centre: Overview

  The Report Centre is your all-in-one BI and reporting tool for your sales and activities. You can...

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• 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:...

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• Q: How to get MMR/ARR dashboards in the Report Centre?

  A: Activate one of the recurring revenue sales models:

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• 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...

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• 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...

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• How to use the Report Centre: Booked appointments dashboard

  The Report Centre booked appointments dashboard shows how many appointments each user booked duri...

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• Report Centre: Dashboards

  Upsales dashboards offer multiple ways for you to extract the insight and BI you need from your s...

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• Report Centre: Widgets

  Widgets add a new layer of insight to your Report Centre. Create and customise your data, go gran...

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• Report Centre: completed appointments dashboard

  The Report Centre completed appointments dashboard shows how many appointments each user complete...

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• Report Centre: Pipeline dashboard

  The Report Centre Pipeline dashboard shows the size of your pipeline. You can see the total value...

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