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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 over a week ago
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