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  1. Ebsta Knowledge Base
  2. Insights & Reporting

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
See all 11 articles

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
See all 19 articles

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