Can you trust the numbers in Upsales?
Upsales is an end to end sales platform that uses AI to help companies find new business, grow existing accounts and focus on the deals most likely to be won. Its own help pages give 4 reasons its numbers can look different from what you expect. The first to rule out: A report in Upsales can show an older figure, because, as its help pages say, it stores some values ahead of time to load faster.
Is it broken, or just counted differently?
A number can look wrong because the business changed, or because of how Upsales counts it. Below is what Upsales keeps, where its help pages say the numbers can differ, and how to check them yourself.
What does Upsales keep track of?
Upsales keeps sales results and targets for the whole company and for each salesperson.
In Upsales's own words:
You can explore performance, targets and progress for both your organisation and individual users.
Report centre: Overview, read 2026-11-12.Upsales keeps each salesperson's sales, open deals, activities and meetings in its reports.
In Upsales's own words:
You can view see their performances across multiple parameters, including sales, pipeline, activities, and appointments
How to keep track of sales team performance, read 2026-11-12.
What can make Upsales's numbers look wrong?
A report in Upsales can show an older figure, because, as its help pages say, it stores some values ahead of time to load faster.
In Upsales's own words:
Upsales saves (caches) some information to make reports and values load faster.
Why aren't my numbers updating in Insights?, read 2026-11-12.Annual recurring revenue can show two different totals in Upsales, because its help pages say one view counts it to the end of the year while another shows it as of now.
In Upsales's own words:
This shows the ARR calculated until the last day of the current year.
Q: Why does my ARR show different numbers in Insights and the Report centre?, read 2026-11-12.Totals by account manager can include or drop shared customers in ways that look odd, since Upsales' help pages note a company can have several account managers.
In Upsales's own words:
When sorting by the account manager field, keep in mind that some companies may have multiple account managers.
QA Report Centre - How does filtering by account manager affect companies with multiple managers?, read 2026-11-12.Sales can look lower than expected with a currency filter on, because Upsales' help pages say it then leaves out deals made in other currencies.
In Upsales's own words:
It will only display all the sales and opportunities created in the filtered currencies.
How to use Report centre dashboard filters, read 2026-11-12.
How do I check Upsales's numbers myself?
When an Upsales dashboard looks out of date, clearing its stored values and refreshing it can bring the numbers up to date.
In Upsales's own words:
Click the three dots and then click Clear cache and refresh:
Why aren't my numbers updating in Insights?, read 2026-11-12.An owner can narrow Upsales' reports with filters to find which deals or people make up a total.
In Upsales's own words:
To get an even better overview of your data, the Report centre includes many filters for you to drill down.
How to use Report centre dashboard filters, read 2026-11-12.
How does Upsales work with Feder?
Connect Upsales to Feder and it joins your Wins apps. Feder only reads. It never changes anything in Upsales.
When you connect Upsales, Feder checks the connection straight away and shows Connected only when that check passes. If a reading cannot be taken later, Feder shows it as not read, never as zero.
Other apps that feed Wins
- Stripesuccessful payments
- Google Adsconversions
- Google Analyticskey events
- PayPalpaypal checkout payments
- Pipedrivedeals won
- WooCommercepaid orders
Questions owners ask about Upsales
- Why did my pipeline value change in Upsales?A deal whose expected close date moves outside the chosen period leaves the pipeline report.
- Why do my Upsales reports still include people who have left the team?Targets set for people who are now inactive still show in the Report centre.
- Why don't my Upsales Sales board and Report centre show the same sales?If a stage has been excluded, its sales stay on the Sales board but are left out of the data, so the two can disagree.
Where do these answers come from?
Everything this page says about Upsales comes from Upsales's own pages, quoted above with the date we read them. Last reviewed 2026-11-12. We read them again by 2027-11-12. If one changes, this page changes or comes down.
Know the day a number breaks, not the month after.
Some numbers are too quiet to judge daily, such as a form filled in a few times a week. Until there is enough of your own history to judge a change, Feder says it is still learning and scores nothing, rather than guessing.