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.
Required Editions
| User Permissions Needed |
| To set or change summary fields: |
Pipeline Inspection User or Revenue Intelligence User permissions |
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On the Opportunities tab, click Pipeline
Inspection.
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To set the summary field in a new pipeline view, select Create New
View in the List View Controls menu
. Select
the summary field after you enter a name, and then save your changes.
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To change the summary field in a Pipeline Inspection view, use the Metrics Settings option
in the List View Controls menu. Select a summary field, and then save your changes.
