Requirements:
Salesforce Bulk API Access
Users' mailboxes need to be connected to sync to Ebsta: User Management
Access Team Analytics by selecting Revenue Analytics >Team Analytics from the main navigation bar in Ebsta's Console. Team Analytics is designed to help leaders revolutionize their team's sales performance. Sales leaders can track their team's sales velocity in real-time and identify areas where coaching is needed to improve their performance.
By default, Ebsta displays the analytics for the previous quarter. You can use the filter to view a previous quarter or years' performance.
Managers can also use the filter to look at specific user's or team's performance.
Velocity is a measurement of how quickly Opportunities are moved through the sales pipeline and generate revenue in the selected timeframe.
Opps Closed is the total number of Opportunities Closed in the selected timeframe.
Win Rate is the percentage of qualified deals in the users' pipeline that they've Closed Won in the selected timeframe.
Total Won Amount is the total value of Closed Won Opportunities in the selected timeframe.
AVG Amount is the average value of Closed Won Opportunities in the selected timeframe.
AVG Cycle is the average number of days an Opportunity spent in the Open Pipeline before being Closed Won in the selected timeframe.
The numbers displayed alongside users denote the number of direct reports they have.
Clicking on a user who has direct reports will change the view to enable you to view the performance metrics for that team.
By default, Ebsta displays users by their velocity performance. You can re-order the display by other metrics using the re-order toggle buttons at the top of each column.