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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• How to screencast Upsales reports to your TV

  You can display your Upsales screen and dashboards on an external internet-enabled TV, for presen...

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• Q: What's 'average order value' in the Report centre?

  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's Booked appointments dashboard shows how many appointments each user booked du...

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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

  This dashboard shows how many appointments each user completed during a selected period. How to u...

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• Report centre: pipeline dashboard

  The Report centre pipeline dashboard shows your pipeline size. View the total value for your team...

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