# QuarterOne Help Center

> Help center for QuarterOne

## Getting started

- [Connecting to Freshworks CRM](https://help.quarterone.com/en/articles/5233847-connecting-to-freshworks-crm.md): A guide to connecting QuarterOne to Freshworks and Freshsales CRM and refreshing deal data.
- [Connecting to HubSpot](https://help.quarterone.com/en/articles/3622541-connecting-to-hubspot.md): A guide to connecting QuarterOne to HubSpot CRM and refreshing HubSpot data.
- [Connecting to Zoho CRM](https://help.quarterone.com/en/articles/4313267-connecting-to-zoho-crm.md): A guide to connecting QuarterOne to Zoho CRM and refreshing Zoho data.
- [Connecting to Pipedrive](https://help.quarterone.com/en/articles/4313262-connecting-to-pipedrive.md): A guide to connecting QuarterOne to Pipedrive and refreshing Pipedrive data.
- [How to fit QuarterOne into your weekly routine](https://help.quarterone.com/en/articles/3618640-how-to-fit-quarterone-into-your-weekly-routine.md): We find there is a lot of correlation between businesses with clear, consistent processes and those producing reliable forecasts.
- [How to clean up your sales data](https://help.quarterone.com/en/articles/3619004-how-to-clean-up-your-sales-data.md): Its important to get your sales data up-to-date. This article will help you maximise the value you will get out of the app.
- [Back-filling missing sales data](https://help.quarterone.com/en/articles/3618597-back-filling-missing-sales-data.md): Missing some historic sales data from HubSpot that you'd like to add to QuarterOne? Here's how to backfill the data in a few simple steps.

## Tutorial Videos

- [Using the Dashboard page](https://help.quarterone.com/en/articles/3672694-using-the-dashboard-page.md)
- [Using the Pipeline page](https://help.quarterone.com/en/articles/3679843-using-the-pipeline-page.md)

## Dashboard

- [Sales Velocity metrics calculations](https://help.quarterone.com/en/articles/3650265-sales-velocity-metrics-calculations.md): How your sales velocity metrics on the Dashboard are calculated from your CRM data.
- [The QuarterOne Dashboard and Forecast](https://help.quarterone.com/en/articles/3619086-the-quarterone-dashboard-and-forecast.md): A introduction to the QuarterOne Forecast and how it is derived from your Pipeline and sales velocity.
- [Velocity metrics and Forecast Prediction](https://help.quarterone.com/en/articles/3619095-velocity-metrics-and-forecast-prediction.md): Explanation of how the 90-day sales Velocity Metrics are used to calculate the new business Prediction.

## Pipeline

- [An introduction to the Pipeline page](https://help.quarterone.com/en/articles/3621934-an-introduction-to-the-pipeline-page.md): An introduction to the Pipeline grid, How do you use it and where do the field values come from?
- [Creating saved views](https://help.quarterone.com/en/articles/4147310-creating-saved-views.md): How to create saved pipeline page views to optimise page loading performance.
- [Optimise Pipeline page loading performance](https://help.quarterone.com/en/articles/4147276-optimise-pipeline-page-loading-performance.md): How to optimise the loading and general performance of the Pipeline page for large datasets or when page loading is slow.
- [Pipeline filters](https://help.quarterone.com/en/articles/3622108-pipeline-filters.md): 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.
- [Grouping and subtotaling rows](https://help.quarterone.com/en/articles/3622141-grouping-and-subtotaling-rows.md): Summary of how to group and subtotal rows on the grid by Client, Owner, Stage or any other CRM deal field.
- [Adding custom CRM deal column](https://help.quarterone.com/en/articles/3622152-adding-custom-crm-deal-column.md): A summary of how to add custom CRM fields to QuarterOne
- [Customize Grid](https://help.quarterone.com/en/articles/3622123-customize-grid.md): How to add or remove columns, freeze/pin columns or view a different period.
- [Locked date](https://help.quarterone.com/en/articles/3622228-locked-date.md): A guide to locking periods so they cannot be edited retrospectively. Useful to keep QuarterOne data inline with your accounting system.
- [Missing deals](https://help.quarterone.com/en/articles/3668793-missing-deals.md): Possible reasons why your CRM deals may not be appearing in QuarterOne.
- [Products and Line Item Sync](https://help.quarterone.com/en/articles/4933372-products-and-line-item-sync.md): Syncing your Product line items to create accurate Pipeline Forecasts
- [Spreading deal values across months](https://help.quarterone.com/en/articles/3622045-spreading-deal-values-across-months.md): A guide to spreading deal values over multiple months - automatically or manually.
- [Automatic deal spreading](https://help.quarterone.com/en/articles/3622462-automatic-deal-spreading.md): Automatically spread deals over multiple months based on inputs in your CRM system - spread deals in QuarterOne straight from your CRM.
- [Manual deal spreading](https://help.quarterone.com/en/articles/3622084-manual-deal-spreading.md): Here's how to manually spread deal values across multiple months using the Pipeline page.
- [Edit monthly amounts by percentage complete](https://help.quarterone.com/en/articles/3622245-edit-monthly-amounts-by-percentage-complete.md): An overview of how opportunity values can be spread across months of the Pipeline grid by percentage.
- [Stage Probability and Forecast Weighting](https://help.quarterone.com/en/articles/3622212-stage-probability-and-forecast-weighting.md): A summary of how the Stage Probability and Forecast Weighting fields are calculated and relate to each other.
- [Viewing weighted amounts](https://help.quarterone.com/en/articles/3622235-viewing-weighted-amounts.md): An overview of using and viewing weighted amounts in QuarterOne.
- [Baselines](https://help.quarterone.com/en/articles/3622250-baselines.md): 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.
- [Exporting data to excel or CSV](https://help.quarterone.com/en/articles/3622135-exporting-data-to-excel-or-csv.md): A guide to exporting the Pipeline and a Baseline to excel or csv.

## Insights

- [Insights custom filter](https://help.quarterone.com/en/articles/4602462-insights-custom-filter.md): A guide to using custom report filters on the Insights page graphs
- [Introduction to Insights](https://help.quarterone.com/en/articles/3619140-introduction-to-insights.md): The Insights pages allow users to drill-down into pipeline performance and understand how their pipeline is changing through time.
- [Revenue Bridge](https://help.quarterone.com/en/articles/8974677-revenue-bridge.md): How to use the Revenue Bridge feature within the Insights page.
- [The weekly sales team activity email](https://help.quarterone.com/en/articles/3619105-the-weekly-sales-team-activity-email.md): An overview of the weekly sales activity email.
- [AI powered summary in sales activity email](https://help.quarterone.com/en/articles/11796617-ai-powered-summary-in-sales-activity-email.md): Description on what the AI powered summaries are and how to enable them
- [Adding targets](https://help.quarterone.com/en/articles/3619111-adding-targets.md): Summary of how to set, edit and view monthly Organisation, Client and Sales Owner targets.
- [Pipeline performance](https://help.quarterone.com/en/articles/3619125-pipeline-performance.md): How to use the Pipeline performance page within the Insights app.
- [Deal slippage](https://help.quarterone.com/en/articles/3619145-deal-slippage.md): How to use the Deal Slippage page within the Insights app.
- [External data feed](https://help.quarterone.com/en/articles/5276373-external-data-feed.md): Export your QuarterOne Pipeline data as a CSV file or import via google sheets
- [Enhanced BI reporting](https://help.quarterone.com/en/articles/3619156-enhanced-bi-reporting.md): Customers can get enhanced reporting by connecting their QuarterOne data to external BI tools such as Power BI or Excel.
- [Connecting to PowerBI](https://help.quarterone.com/en/articles/3638455-connecting-to-powerbi.md): How to connect your QuarterOne data from PowerBI for advanced reporting.
- [\[Beta\] Embed QuarterOne Insights Graphs](https://help.quarterone.com/en/articles/9992983-beta-embed-quarterone-insights-graphs.md): How to embed your Insights graph into other dashboards that allow external content, like HubSpot

## Payments and billings

- [Closing your QuarterOne account](https://help.quarterone.com/en/articles/3975954-closing-your-quarterone-account.md): How to close your QuarterOne account
- [Upgrading to a paid subscription](https://help.quarterone.com/en/articles/3622299-upgrading-to-a-paid-subscription.md): Summary of how to upgrade from a free trial to a paid subscription. Including managing your payment details.

## Settings

- [Removing CRM deleted deals from QuarterOne](https://help.quarterone.com/en/articles/5603467-removing-crm-deleted-deals-from-quarterone.md): How to remove deals that have already been deleted in your CRM
- [My Deals and other User access rights](https://help.quarterone.com/en/articles/4679461-my-deals-and-other-user-access-rights.md): Difference between the Admin, All Deals, and My Deals access rights
- [Forecasting on a date other than 'close date'](https://help.quarterone.com/en/articles/3999803-forecasting-on-a-date-other-than-close-date.md): If your deals don't necessarily start on the "close date", QuarterOne can help you forecast based on a different date instead
- [Customized Forecasting](https://help.quarterone.com/en/articles/8302686-customized-forecasting.md): If you need to customize your forecast, QuarterOne can forecast values aside from the Deal Amount and use other amount weighting.

## FAQs

- [New QuarterOne features 2021](https://help.quarterone.com/en/articles/5641734-new-quarterone-features-2021.md): QuarterOne feature releases you might have missed
- [Do I need a CRM to use QuarterOne?](https://help.quarterone.com/en/articles/3668672-do-i-need-a-crm-to-use-quarterone.md)
- [How long does it take to get started?](https://help.quarterone.com/en/articles/3668691-how-long-does-it-take-to-get-started.md)
- [Will you help us get setup?](https://help.quarterone.com/en/articles/3668761-will-you-help-us-get-setup.md)
- [Which CRMs do you support?](https://help.quarterone.com/en/articles/3668704-which-crms-do-you-support.md)
- [Will QuarterOne make changes to my CRM data?](https://help.quarterone.com/en/articles/3668705-will-quarterone-make-changes-to-my-crm-data.md)
- [What is the difference between Free and Paid versions of the application?](https://help.quarterone.com/en/articles/3668733-what-is-the-difference-between-free-and-paid-versions-of-the-application.md)
- [Is the licence costs per user or a flat fee?](https://help.quarterone.com/en/articles/3668741-is-the-licence-costs-per-user-or-a-flat-fee.md)
- [Is there a minimum licence term?](https://help.quarterone.com/en/articles/3668726-is-there-a-minimum-licence-term.md)
- [How do I cancel my subscription?](https://help.quarterone.com/en/articles/3668716-how-do-i-cancel-my-subscription.md)
- [Can I pay by direct debit?](https://help.quarterone.com/en/articles/3668730-can-i-pay-by-direct-debit.md)
- [Will my data be secure?](https://help.quarterone.com/en/articles/3668753-will-my-data-be-secure.md)
- [Do you share my data with third parties?](https://help.quarterone.com/en/articles/3668745-do-you-share-my-data-with-third-parties.md)
- [How do you provide customer support?](https://help.quarterone.com/en/articles/3668756-how-do-you-provide-customer-support.md)
- [Do you provide training?](https://help.quarterone.com/en/articles/3668700-do-you-provide-training.md)