---
schema_version: "1"
id: 8eb25792f7fa6281d0a07cee6b2343040fe93c30767f55902c2647d5133cb92f
title: Turn On the Flow Chart in Pipeline Inspection
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/pipeline_inspection_set_up_flow_chart.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.pipeline_inspection_set_up_flow_chart.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c7fdb8e131e9491f7be9fae64f675210bf40b9ac46373308bd91d2947b80d3a8
description: 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.
products:
  - Sales Cloud
release: "264"
---
# 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

<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>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d10890e56">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d10890e56 ">To turn on the Flow Chart:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d10890e56 ">Customize Application or Modify All Data</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d10890e56 ">To access the Flow Chart:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d10890e56 ">Revenue Intelligence User or Revenue Intelligence Admin permission set</td>

          </tr>
        </tbody>
      </table>

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](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 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

- [Turn On Pipeline Inspection](https://help.salesforce.com/s/articleView?id=sales.pipeline_inspection_setup_enable.htm&release=264.0.0&type=5 "To get your sales teams started managing their pipelines, turn on and configure Pipeline Inspection.")
- [Considerations for Setting Up Pipeline Inspection](https://help.salesforce.com/s/articleView?id=sales.pipeline_inspection_considerations.htm&release=264.0.0&type=5 "Review important considerations before setting up and configuring Pipeline Inspection.")