Logo Logo Help centre
Search
Sign in
  • Contact us
    support@upsales.com +468 505 806 01 Share your screen
    Upsales Nordic AB Sveavägen 21 111 34 Stockholm
  1. Upsales Help Centre
  2. Analytics
  3. Frequently Asked Questions

Frequently Asked Questions

Tip!

Articles in this section

  • QA Report Centre - How does filtering by account manager affect companies with multiple managers?

    When sorting by the account manager field, keep in mind that some companies may have multiple acc...

    Read more
  • Q: How do I copy a dashboard in Report Centre?

    A: To duplicate a dashboard you have to make a change in the dashboard. When a change has been ma...

    Read more
  • Q: Why can't I see my dashboard under settings > analytics?

    A: When you create a dashboard you have to set it as shared before it's visible under the setting...

    Read more
  • QA: Type of sales - the definition

    EN: New sales are all sales calculated for the first calendar year per customer  Existing sales a...

    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
  • How to use filters in lists

    Filters appear in many Upsales screens. Here are some use cases and features. Using filters in In...

    Read more
Help Center API Status Visit upsales.com
support@upsales.com +468 505 806 01 Share your screen