---
schema_version: "1"
id: 18576a9076ed2342b33c59dc51cd2d3e794c2c8c08f00a8785810019686987b9
title: Set or Change the Summary Field for Pipeline Inspection Metrics
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/pipeline_inspection_set_change_summary_field.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.pipeline_inspection_set_change_summary_field.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a80368177beb24ecd8adabb8117137f3d497b0d405b21a69e675a2a4266aa76d
description: 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.
products:
  - Sales Cloud
release: "264"
---
# Set or Change the Summary Field for Pipeline Inspection Metrics

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

<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>

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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d29000e58">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d29000e58 ">To set or change summary fields:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d29000e58 ">Pipeline Inspection User or Revenue Intelligence User permissions</td>

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1. On the **Opportunities** tab, click **Pipeline Inspection**.
2. To set the summary field in a new pipeline view, select **Create New View** in the List View Controls menu ![List view controls menu icon](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/list_view_charts_gear_icon.png). Select the summary field after you enter a name, and then save your changes.
3. 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.

#### See Also

- [Guidelines and Limits for Pipeline Inspection](https://help.salesforce.com/s/articleView?id=sales.pipeline_inspection_guidelines.htm&release=264.0.0&type=5 "Keep in mind some important guidelines and limits of the Pipeline Inspection features so that you can manage your pipeline more effectively and close more deals.")
- [Manage Pipelines with Pipeline Inspection](https://help.salesforce.com/s/articleView?id=sales.pipeline_inspection_managing_pipelines_overview.htm&release=264.0.0&type=5 "Spot deals that need attention and summarize metrics the way you track sales with a single, consolidated view of your pipeline. You can apply filters, save views, and zero in on highlighted changes to key opportunity fields.")