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Turn On the Flow Chart in Pipeline Inspection

Give Revenue Intelligence users access to a dynamic chart in Pipeline Inspection that shows the changes to opportunities in forecast categories over time, based on the time filters they set.

Required Editions

View supported editions.
User Permissions Needed
To turn on the Flow Chart: Customize Application or Modify All Data
To access the Flow Chart: Revenue Intelligence User or Revenue Intelligence Admin permission set
  1. From Setup, in the Quick Find box, enter Pipeline Inspection, and then select Pipeline Inspection Setup.
  2. Turn on the Pipeline Inspection flow chart.
Note
Note When summary fields other than Amount are configured in Pipeline Inspection Setup, you must enable the fields for tracking in historical trending to see data for the pipeline metrics in the flow chart. Fields include: Quantity, Expected Revenue, or any custom currency or number field on the opportunity object.

See Also