Articles in this section

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

  When filtering on Account managers, keep in mind that some companies have multiple account manage...

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• Q: Why are inactive users' targets visible in the report centre?

  A: The report centre shows the targets of every user who has one, including inactive users. To re...

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• The E40 performance metric

  To compare companies across industries, Upsales uses a universal metric: The 'rule of 40' or 'E40...

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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: A dashboard saved in your own folder is private. Only you can see it, and other administrators...

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• QA: Type of sales, the definition

  EN: Type of sale is a grouping and a filter in Report centre. It splits sales into new and existi...

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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 ARR overview dashboard i...

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• Q: How to get MRR/ARR dashboards in the Report centre?

  A: The ARR and MRR dashboards appear in the Report centre when your account uses a sales model wi...

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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 Ins...

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