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  1. Ebsta Knowledge Base
  2. Insights & Reporting

Insights & Reporting

Insights

  • Understanding & using Forecast Insights
  • Understanding & using Activity Insights
  • Understanding & using Pipeline Insights
  • Set up & Configure Forecast Category in Salesforce
  • Enable & Set up Quotas in Salesforce
  • Using Pre-Meeting Insights

Reporting

  • Enable Ebsta Reporting
  • Add Ebsta Reporting fields to Salesforce Page Layouts
  • What is Ebsta Score?
  • How to use Ebsta Score in Reporting
  • Create an Ebsta Score Object in Salesforce
  • Create an Ebsta Score Trend Report
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