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Insights

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
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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.
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Written by Michael Foulkes
Updated over a week ago
Emails

The weekly sales team activity email

An overview of the weekly sales activity email.
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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.
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Written by Michael Foulkes
Updated over a week ago
Reports

Pipeline performance

How to use the Pipeline performance page within the Insights app.
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Written by Michael Foulkes
Updated over a week ago

Deal slippage

How to use the Deal Slippage page within the Insights app.
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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.
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Written by Michael Foulkes
Updated over a week ago

Connecting to PowerBI

How to connect your QuarterOne data from PowerBI for advanced reporting.
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Written by Michael Foulkes
Updated over a week ago
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