Insights

Drill-down into sales performance and understand how your Pipeline is changing through time.

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8 articles in this collection
Written by Michael Foulkes and Ned Bada

Insights custom filter

A guide to using custom report filters on the Insights page graphs

Written by Ned Bada
Updated over a week ago

Introduction to Insights

The Insights pages allow users to drill-down into pipeline performance and understand how their pipeline is changing through time.

Written by Michael Foulkes
Updated over a week ago

Emails

The weekly sales team activity email

An overview of the weekly sales activity email.

Written by Michael Foulkes
Updated over a week ago

Targets

Adding targets

Summary of how to set, edit and view monthly Organisation, Client and Sales Owner targets.

Written by Michael Foulkes
Updated over a week ago

Reports

Pipeline performance

How to use the Pipeline performance page within the Insights app.

Written by Michael Foulkes
Updated over a week ago

Deal slippage

How to use the Deal Slippage page within the Insights app.

Written by Michael Foulkes
Updated over a week ago

Enhanced Reporting

Enhanced BI reporting

Customers can get enhanced reporting by connecting their QuarterOne data to external BI tools such as Power BI or Excel.

Written by Michael Foulkes
Updated over a week ago

Connecting to PowerBI

How to connect your QuarterOne data from PowerBI for advanced reporting.

Written by Michael Foulkes
Updated over a week ago