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Getting started

Tips and recommendations for getting started with QuarterOne.

• How to clean up your sales data
• How do I backfill missing sales data?

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Dashboard

Understanding your Pipeline, Forecast and Sales Velocity Metrics.

• The QuarterOne Dashboard and Forecast
• What are sales Velocity metrics and how is the new business Prediction calculated?

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Insights

Drill-down into sales performance and understand how your Pipeline is changing through time.

• The weekly sales team activity email
• How do I add Targets?

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Pipeline

Spread deal values over multiple months and analyse your Pipeline.

• Spreading deal values across months
• Manual deal spreading

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Settings

Add users, set targets, manage integrations and configure data import.

• Automatic deal spreading
• How do I customise the automation workflows?

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