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...

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• 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...

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• 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...

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• QA: Type of sales - the definition

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

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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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• How to use filters in lists

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

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