---
schema_version: "1"
id: ef7810573811c7cfcbcaefcdfee3172a80a7ee9b2b3e32279775ab9cb734c943
title: Show Specific Details when Allocating Metrics
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/legacy_sales_planning_plans_allocations_list_views.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.legacy_sales_planning_plans_allocations_list_views.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 02b01afef835e34eeed9913645dac81c50c5c5006ff2abdf24c4290f8c08d1f5
description: Allocate metrics while accessing the most relevant details in your list views. Add columns that show specific fields based on your assignment objects in Legacy Sales Planning.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Show Specific Details when Allocating Metrics

Allocate metrics while accessing the most relevant details in your list views. Add columns that show specific fields based on your assignment objects in Legacy Sales Planning.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available for an additional cost in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Sales Planning in English only, and only if you have Web Services API enabled</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d55820e70">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d55820e70 ">To create and modify list views for allocations:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d55820e70 ">
              <p>Data Pipelines Base User permission set license</p>
              <p>Data Pipelines Base User permission
                set</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Sales Planning permission set</p>
            </td>

          </tr>
        </tbody>
      </table>

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/images/icon_important.png)

Important

Feature is scheduled for retirement as of Summer'26. See [Sales Planning version 1 Retirement](https://help.salesforce.com/s/articleView?id=005224374&type=1&language=en_US)

1. Open your sales plan, and then click **Edit Plan** | **Allocation**.
2. Click **Settings** | **New**. Enter a name for your list view, and then save your changes.
    
    ![New list view](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/sales_performance_management/images/sales_planning_allocation_list_view_1.png)
3. Click **Settings** | **Select Fields to Display**. Select the fields you want to appear as columns for your new list view, and then save your changes.
    
    ![Available columns for the new list view](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/sales_performance_management/images/sales_planning_allocation_list_view_2.png)

Text fields appear with numerical values that represent the number of unique values for each node’s records. For example, you select the text field **Account.Industry**. Sales Planning shows a numerical value based on the number of industries represented across all accounts within that node.

![Text field that shows the number of industries represented in the node's accounts](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/sales_performance_management/images/sales_planning_allocation_list_view_3.png)