Available to: Professional & Ultimate
Requirements: Activity Insights require Bulk API Access. User mailboxes need to be connected to sync to Ebsta. Learn more about mailbox connection: User Management
Ebsta automatically tracks every sales activity so you have better visibility of how your team are performing over time. With real-time relationship scoring, leaderboards and trends, you’re able to drive productivity levels and focus team efforts on the right opportunities.
Improve your understanding of the full buyers’ journey and help save sales reps time by capturing every sales activity and contact into your CRM.
This article covers:
Access Activity Insights
1. Open up the Ebsta Console by clicking on the following link and sign in with your Salesforce credentials:
2. Click Insights and then select Activity Insights.
Understanding Activity Insights
Activity Trend Chart
This chart displays the daily total number of sales activities (sent emails, calls and meetings) that have taken place amongst your teams over the last 7 days. The chart also plots total activities (emails, calls and meetings combined) and the team average.
Using the filters in the top left-hand corner, you can customize the chart to display a specific time period...
or the activities of a particular team member(s)...
or those of a specific team or teams.
Activities Breakdown
Below the Activities trend chart, Ebsta displays a breakdown of the activities by type for the time period displaying in the main chart and a comparison with the previous period. For example, if you are viewing the activity performance of last week it would compare to the week before last.
Email Activity Breakdown
This summarises sent emails over the time period displaying in the main chart. Ebsta displays:
- The number of external emails to contacts in Salesforce
- The number of external emails to contacts not in Salesforce
- The number of internal emails
Again this information is compared to the previous period.
Activities Leaderboard
On the right-hand side of the Activity Trend chart, this leaderboard ranks team members based on total number of activities for the time period displaying in the main chart.
You can sort the leaderboard by activity type using the filter at the top.
Clicking on a team member in the leaderboard* will update the Activity Trend chart to display data for that team member only. This enables you to view their activity levels over the week and determine how they are performing in comparison to the team average.
*This action does not change the Activities Breakdown below the chart. This only changes if you use the date and/or user filters at the top of the graph.
Get full potential of Activity Insights
At a minimum, users need to have their mailboxes connected to sync to Ebsta. To get the full potential of Activity Insights however, we also suggest that users sync their calendars to Salesforce:
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: