Insights & Reporting
Insights
- Understanding & using Forecast Insights
- Understanding & Using Forecast Insights (HubSpot users)
- Understanding & Using Waterfall Chart
- Enable Slack Integration & Using Slack from Ebsta
- Understanding & using Activity Insights
- Understanding & using Pipeline 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