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

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Ebsta Web Components

• Overview of Ebsta Revenue & Ops Intelligence Insights Web Component in Salesforce

Configuration

• Enable Slack Integration & using Slack from Ebsta
• Set up & Configure Forecast Category in Salesforce
• Set Up Your Forecast Hierarchy in Salesforce
• Enable & Set up Quotas in Salesforce

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

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