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

Michael Foulkes

Ned Bada

Spread deal values over multiple months and analyse your Pipeline.

Pipeline

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

Creating saved views

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

Optimise Pipeline page loading performance

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.

Pipeline filters

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

Grouping and subtotaling rows

A summary of how to add custom CRM fields to QuarterOne

Adding custom CRM deal column

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

Customize Grid

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

Locked date

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

Missing deals

Pipeline Grid

Syncing your Product line items to create accurate Pipeline Forecasts

Products and Line Item Sync

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

Spreading deal values across months

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

Automatic deal spreading

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

Manual deal spreading

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

Edit monthly amounts by percentage complete

Spreading deals

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

Stage Probability and Forecast Weighting

An overview of using and viewing weighted amounts in QuarterOne.

Viewing weighted amounts

Weighted amounts

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.

Baselines

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

Exporting data to excel or CSV

Exporting

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Track the progress of all tickets related to your company.

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