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

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.