Numerik.ly

Discover how to efficiently manage opportunity statuses and tags in your admin account.

Opportunity Pipeline Admin Settings

Efficiently set up and manage sales targets in Numerik for enhanced performance tracking and strategic customer engagement.

Create a target in Numerik

Invite your sales team and assign targets with ease. Share targets and onboard new members swiftly for streamlined team management.

Invite your Sales Team and Assign them their targets

How to upload your data via the Web Uploader

Data Web Uploader

This guide explains the different types of budgeting options available to be used in Numerik.

New Financial Year Budget Planning in Numerik: A Comprehensive Guide

Admins Step-by-step guide to upload budget/targets in Numerik

Uploading targets in Numerik

This article is a step-by-step guide to sharing customers

Sharing Customers in Numerik

Admin Article -How to Set-up Commissions in Numerik

How to Create Dummy Users to Build or Complete Hierarchy in Numerik

Seasonality allows you to distribute budgets and targets based on the number of working days in each month.

Uploading Seasonality in Numerik (Admin)

How to Delete Sales and Other Entities in Numerik

Admin Help Checklist

Steph

Fatima Jamal

Useful information for company administrators to help manage your Numerik application

Admin Help Guide

Numerik App

Find answers and get help from Intercom Support and Community Experts

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