Salesforce Bulk API Access
Users' mailboxes need to be connected to sync to Ebsta: User Management
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. You can assess how the pipeline is progressing against quota and if you’re closing enough business consistently throughout a quarter/month to hit target (pacing line). It also displays the forecast submissions submitted by the team.
Hovering over a stack in the chart displays 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 chart by Opportunity/Record type, User/Hierarchy and by Product Type.
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 Opportunities in the other areas of the Console.
Quota Sales target of sales team(s) as set in Salesforce for the period
Ebsta Projection Projected Revenue (Weighted Sales Pipeline) for the period
Closed Total value of Opportunities Closed Won for the period
Commit Total value of Opportunities with Opportunity Forecast Category set as Commit
Best Case Total value of Opportunities with Opportunity Forecast Category set as Best Case
Pipeline Total value of Opportunities with Opportunity Forecast Category set as Pipeline
Next Qtr Pipeline Total value of Opportunities with an expected Close Date in next quarter
Bulk API Access
Forecast Insights require Bulk API access which is included with Enterprise, Unlimited, Developer and Performance editions. If you are using Professional edition, Bulk API access can be purchased by contacting Salesforce. Those using Essentials and Group will need to upgrade their edition.
More information about editions with API access is contained in this article from Salesforce: