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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