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
Ebsta Insights - Web Components
Configuration
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