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
- What is Deal Score?
- Create an Opportunities at Risk Report
- Create a Days since Last Activity Custom Field
- Create an Ebsta Analysis Dashboard in Salesforce
- Create a User Email Activity Report in Salesforce
- Create a User Call Activity Report in Salesforce
- Create a User Video Meeting Activity Report in Salesforce
- Create a User Activity Report based on Salesforce Log in times
- Enable Ebsta's User Emails Custom Object