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.

Introduction to Insights

How to use the Revenue Bridge feature within the Insights page.

Revenue Bridge

Michael Foulkes

Ned Bada

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

Insights

An overview of the weekly sales activity email.

The weekly sales team activity email

Emails

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

Adding targets

Targets

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

Pipeline performance

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

Deal slippage

Reports

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

External data feed

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

Enhanced BI reporting

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

Connecting to PowerBI

How to embed your Insights graph into other dashboards that allow external content, like HubSpot

[Beta] Embed QuarterOne Insights Graphs

Enhanced Reporting

Find answers and get help from Intercom Support and Community Experts

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