QuarterOne

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

An introduction to the Pipeline page

Spread deal values over multiple months and analyse your Pipeline.

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

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

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.

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

A summary of how to add custom CRM fields to QuarterOne

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

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

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

Syncing your Product line items to create accurate Pipeline Forecasts

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

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

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

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

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

An overview of using and viewing weighted amounts in QuarterOne.

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.