Pipeline

Spread deal values over multiple months and analyse your Pipeline.

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

An introduction to the Pipeline page

An introduction to the Pipeline grid, How do you use it and where do the field values come from?

Written by Michael Foulkes
Updated over a week ago

Pipeline Grid

Creating saved views

How to create saved pipeline page views to optimise page loading performance.

Written by Michael Foulkes
Updated over a week ago

Optimise Pipeline page loading performance

How to optimise the loading and general performance of the Pipeline page for large datasets or when page loading is slow.

Written by Michael Foulkes
Updated over a week ago

Pipeline filters

How to apply row filters to the Pipeline grid. Filters can be applied to the Pipeline grid data in order to focus on particular deals.

Written by Michael Foulkes
Updated over a week ago

Grouping and subtotaling rows

Summary of how to group and subtotal rows on the grid by Client, Owner, Stage or any other CRM deal field.

Written by Michael Foulkes
Updated over a week ago

Adding custom CRM deal column

A summary of how to add custom CRM fields to QuarterOne

Written by Michael Foulkes
Updated over a week ago

Customize Grid

How to add or remove columns, freeze/pin columns or view a different period.

Written by Michael Foulkes
Updated over a week ago

Locked date

A guide to locking periods so they cannot be edited retrospectively. Useful to keep QuarterOne data inline with your accounting system.

Written by Michael Foulkes
Updated over a week ago

Missing deals

Possible reasons why your CRM deals may not be appearing in QuarterOne.

Written by Michael Foulkes
Updated over a week ago

Spreading deals

Products and Line Item Sync

Syncing your Product line items to create accurate Pipeline Forecasts

Written by Ned Bada
Updated this week

Spreading deal values across months

A guide to spreading deal values over multiple months - automatically or manually.

Written by Michael Foulkes
Updated over a week ago

Automatic deal spreading

Automatically spread deals over multiple months based on inputs in your CRM system - spread deals in QuarterOne straight from your CRM.

Written by Michael Foulkes
Updated over a week ago

Manual deal spreading

Here's how to manually spread deal values across multiple months using the Pipeline page.

Written by Michael Foulkes
Updated over a week ago

Edit monthly amounts by percentage complete

An overview of how opportunity values can be spread across months of the Pipeline grid by percentage.

Written by Michael Foulkes
Updated over a week ago

Weighted amounts

Stage Probability and Forecast Weighting

A summary of how the Stage Probability and Forecast Weighting fields are calculated and relate to each other.

Written by Michael Foulkes
Updated over a week ago

Viewing weighted amounts

An overview of using and viewing weighted amounts in QuarterOne.

Written by Michael Foulkes
Updated over a week ago

Baselines

Baselines

Baselines are read-only snap-shots of your pipeline and are used as a reference point to understand how a pipeline has changed through time.

Written by Michael Foulkes
Updated over a week ago

Exporting

Exporting data to excel or CSV

A guide to exporting the Pipeline and a Baseline to excel or csv.

Written by Michael Foulkes
Updated over a week ago