Insights & Forecasting

Ebsta Insights - Console

• Understanding & using Forecast Insights
• Understanding & using Forecast Insights (HubSpot)
• Understanding & using Activity Insights
• Understanding & using Pipeline Insights
• Understanding & using Account Insights
• Understanding & using Forecast Change

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Ebsta Insights - Web Components

• Understanding & Using Ebsta Revenue & Ops Intelligence Insights Web Component

Configuration

• Set up & Configure Forecast Category in Salesforce
• Set Up Your Forecast Hierarchy in Salesforce
• Enable & Set up Quotas in Salesforce

Reporting

• Enable Ebsta Reporting
• Add Ebsta Reporting fields to Salesforce Page Layouts
• Using Ebsta Relationship Score in Reporting
• Create an Ebsta Relationship Score Object in Salesforce
• Use Ebsta Relationship Score to track the average for Closed Won & Lost
• Create an Ebsta Relationship Score vs Opportunity Stage Report

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