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

This guide walks admins through setting up and customizing pipelines in Numerik.

Admin Guide: Setting Up Multiple Pipelines in Numerik

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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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.