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  1. Ebsta Knowledge Base
  2. Pipeline Management & Forecasting

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
See all 9 articles

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
See all 15 articles

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