Hello. How can we help you?

Getting started

Tips and recommendations for getting started with QuarterOne.

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

See all articles

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?

See all articles

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?

See all articles

Pipeline

Spread deal values over multiple months and analyse your Pipeline.

• Spreading deal values across months
• Manual deal spreading

See all articles

Payments and billing

How to upgrade or cancel your account.

• How do I upgrade to a paid subscription?

See all articles

Settings

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

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

See all articles