Insights & Reporting
Insights
- Understanding & using Forecast Insights
- Understanding & Using Forecast Insights (Hubspot users)
- Understanding & using Activity Insights
- Understanding & using Pipeline Insights
- Understanding & using Account Insights
- Set up & Configure Forecast Category in Salesforce
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