---
schema_version: "1"
id: 38c51278401d4b23bb2a1a8738bc0fa0553ba60aec89188121ab1198a0a55442
title: Pipeline Inspection Charts
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/pipeline_inspection_flow.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.pipeline_inspection_flow.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 62df038ccbd0061efa71cd7e76f1e538d4c563dd5af9dc4ae69a11086560c54e
description: With Pipeline Inspection, you can view Pipeline Changes metrics on a waterfall chart. If you have access to Revenue Intelligence, you can also see recent changes to Forecast Category metrics on a flow chart.
products:
  - Sales Cloud
release: "264"
---
# Pipeline Inspection Charts

With Pipeline Inspection, you can view Pipeline Changes metrics on a waterfall chart. If you have access to Revenue Intelligence, you can also see recent changes to Forecast Category metrics on a flow chart.

### 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;"><a href="https://help.salesforce.com/s/articleView?id=sales.pipeline_inspection_editions.htm&amp;release=264.0.0&amp;type=5" title="Learn about the editions and user interfaces that support Pipeline Inspection.">View supported editions</a>.</td></tr></tbody></table>

To access charts in Pipeline Inspection, go to the Chart tab. To see the waterfall chart, select **Pipeline Changes** in the Metrics dropdown menu. To see the flow chart, select **Forecast Category**. The metrics and charts you can see depend on the settings enabled.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_pipe_visibility-264-0-0-production-enus/75640128-02d2-4752-84b3-eb077e12fb74/images/icon_note.png)

Note The charts don’t support Expected Revenue and Quantity as summary fields.

## Waterfall Chart

The waterfall chart shows pipeline changes such as opportunities created, increases and decreases in your pipeline, and won and lost amounts. It also shows amounts for opportunities moved in and out of the period. Specify the opportunities to view using the filters for close date and user, and then the time period to show.

![The waterfall chart in Pipeline Inspection](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_pipe_visibility-264-0-0-production-enus/75640128-02d2-4752-84b3-eb077e12fb74/sales_pipe_visibility/images/pipeline_inspection/pipeline_inspection_2_waterfall_chart.png)

The chart data shows the net change to the pipeline over the selected period. The fields used to summarize your data are the same as the fields used for the flow chart, and are based on the fields your admin configured.

The metrics names, such as New, Increased, and Won, in the pipeline changes metrics group shown in the waterfall chart are specified by Salesforce and can’t be changed.

## Flow Chart

The flow chart shows the change in opportunity forecast categories according to your filter criteria. To focus on specific opportunities, use the filters for close date and user, and then specify the time period.

![Pipeline Inspection flow chart showing opportunities closing this month for user's team](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_pipe_visibility-264-0-0-production-enus/75640128-02d2-4752-84b3-eb077e12fb74/sales_pipe_visibility/images/pipeline_inspection/pipeline_inspection_flow_chart.png)

The chart shows pipeline changes starting from the date that you select to the present day. To highlight the changes related to that forecast category, click a band in the chart. The list below the chart also updates to show opportunities related to your selection.

![Flow chart band with details of Commit forecast category](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_pipe_visibility-264-0-0-production-enus/75640128-02d2-4752-84b3-eb077e12fb74/sales_pipe_visibility/images/pipeline_inspection/pipeline_inspection_flow_band.png)

The data shown in the chart is for individual forecast categories. Select from amount, currency, or number fields to summarize metrics in Pipeline Inspection and the flow chart, based on what your Salesforce admin configured. For example, use a currency field to see data for annual recurring revenue, or use a number field to view product quantities.

The forecast categories are defined by Salesforce, and sometimes they don’t correspond precisely to the labels of the forecast categories that you use. Your admin can customize the labels.

#### See Also

- [Revenue Intelligence](https://help.salesforce.com/s/articleView?id=sales.revenue_intelligence.htm&release=264.0.0&type=5 "Revenue Intelligence is a data-driven sales solution that unites CRM Analytics dashboards and analytics with an easy-to-visualize pipeline progress flow chart in Pipeline Inspection, and more.")
- [Revenue Insights](https://help.salesforce.com/s/articleView?id=sales.revenue_insights.htm&release=264.0.0&type=5 "Use Revenue Insights to help sales teams gain performance insights to build stronger pipelines, improve forecast accuracy, and generate more revenue.")
- [Set or Change the Summary Field for Pipeline Inspection Metrics](https://help.salesforce.com/s/articleView?id=sales.pipeline_inspection_set_change_summary_field.htm&release=264.0.0&type=5 "Select from several field types to summarize metrics in Pipeline Inspection, based on fields that your Salesforce admin configured. For example, use a currency field to see totals for annual recurring revenue, or a number field to view product quantities. Available fields include Amount, Quantity, Expected Revenue, and custom currency and number fields.")