Reporting & Analytics
- Reporting - Overview
- What is Ebsta Score?
- How to use Ebsta Score in Reporting
- How to access Reporting & interpret Reports
- How to view the Ebsta Score of a record
- Why is the Ebsta Score the value it is?
- How to enable Ebsta's Reporting
- How to create an Ebsta Score object in Salesforce to measure individual engagement
- How to add Ebsta Reporting fields to Page Layouts
- How to use Score to track the average for Closed Won & Lost
- How to create a Score vs Opportunity Stage Report
- How to create an Score vs Opportunity Stage Duration Report
- How to create a Score Trending Table
- How to create a Team Email Activity Report
- How to create a User Email Activity Report
- How to create an Opportunities at Risk Report
- How to create an Opportunities Status Report
- How to create an Ebsta Analysis Dashboard in Salesforce
- How to create a Days Since Last Activity Custom Field
- How to enable Ebsta's User Emails Custom Object