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  1. Ebsta Knowledge Base
  2. Insights & Forecasting

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
See all 7 articles

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
See all 15 articles

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