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Insights
Drill-down into sales performance and understand how your Pipeline is changing through time.
9 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
External data feed
Export your QuarterOne Pipeline data as a CSV file or import via google sheets
Written by
Ned Bada
Updated over a week ago
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