Pipeline Management & Forecasting
Ebsta Console
- Forecast Insights - Ebsta for Salesforce
- Pipeline Tracker - Ebsta for Salesforce
- Pipeline Insights - Ebsta for Salesforce
- Pipeline Change - Ebsta for Salesforce
- Forecasting - Ebsta for Salesforce
- Forecast Change - Ebsta for Salesforce
Ebsta Web Components
Configuration
Reporting
- Enable Ebsta Reporting
- Add Ebsta Reporting fields to Salesforce Page Layouts
- Using Ebsta Relationship Score in Reporting
- Create an Ebsta Relationship Score Object in Salesforce
- Use Ebsta Relationship Score to track the average for Closed Won & Lost
- Create an Ebsta Relationship Score vs Opportunity Stage Report