QuarterOne

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

Insights custom filter

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

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

An overview of the weekly sales activity email.

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

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

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

Export your QuarterOne Pipeline data as a CSV file or import via google sheets

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

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

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