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  1. Ebsta Knowledge Base
  2. Pipeline Management & Forecasting
  3. Reporting

Reporting

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  • 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

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