Access Pipeline Tracker from the main navigation bar in Ebsta's Console
Pipeline Tracker follows your sales pipeline and how it is trending over time.
Hovering over a stack in the graph on a displays the cumulative totals for that 7 days.
By default, Ebsta displays the current quarter's pipeline but you can use the filter at the top of the graph to view a previous or future quarter or a specific month.
You can also filter the display by Deal Type or by User/Hierarchy.
Above the graph, Ebsta displays key financial values for the quarter/month and the trend from the previous period. You can click on any of the metrics to review the detail of these values and deals in the other areas of the Console.
Ebsta Projection Projected Revenue (Weighted Sales Pipeline) for the period
Closed Total value of Deals Closed Won for the period
Commit Total value of Deals with Deal Stage set as Commit
Best Case Total value of Deals with Deal Stage set as Best Case
Pipeline Total value of Deals with Deal Stage set as Pipeline
Next Qtr Pipeline Total value of Deals with an expected Close Date in next quarter