Ebsta RIaaS Report Example

Forecast Cadence

Pipeline Tracker

Forecasting

Pipeline Change

Pipeline Insights Forecast Change

Product

Quarterly Progression

Team Performance

Pipeline Progression

Pipeline Review

View how pipeline is pacing towards quota and forecast change across the quarter.

Review team & member quota attainment and pipeline coverage.

Understand the change in pipeline since last 1:1/forecast call.

Consolidated view of fields required for deal inspection with inline edits and Qualification.

Forecast Judgement

Forecast Submission

Forecast Rollup

Forecast Change

Decide how each opportunity should enter the forecast. Including manager adjustments.

Submit your quarterly and/or monthly forecast. Auto sum or manual adjust.

Review AE’s forecast submissions, attainment and rollup quota.

Review how opportunities affected the last forecast submitted.

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