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Pipeline Inspection

Pipeline Inspection gives sales teams a consolidated view of pipeline metrics, opportunities, week-to-week changes, AI-driven insights, and activity information. With this intelligence, sales teams can focus on the most important opportunities and forecast revenue more accurately.

Required Editions

View supported editions.
Important
Important Starting in Summer ’25, data from Activity Metrics and Activity 360 Reporting isn’t available in Pipeline Inspection unless previously set up. This change affects the counts of activities by type in Activity Timeline and the Who’s Involved feature. If you’re already using Activity Metrics and Activity 360 Reporting data in Pipeline Inspection, you can continue to do so until these Einstein Activity Capture reporting tools are retired. See Einstein Activity Capture Activity 360 Reporting, Activity Metrics, Activities Dashboard Upcoming Retirement.
  • Supported Editions for Pipeline Inspection
    Learn about the editions and user interfaces that support Pipeline Inspection.
  • Set Up Pipeline Inspection
    Get your sales teams started managing their pipelines with a single view of pipeline metrics, opportunities, and week-to-week deal changes. Show insights from call recordings, emails, opportunity scores, and cases in the same view.
  • Drive Predictable Revenue with Pipeline Inspection
    Get a consolidated pipeline view, with key metrics, opportunities, and weekly changes in close dates, amounts, stages, forecast categories. See when next steps aren’t updated, and get deal insights and activity details. Use these insights to help forecast revenue more accurately and focus on the most important opportunities.