---
schema_version: "1"
id: 592f62ff43b0d58dd733c542264b400996e4e065df3ca059c5cd6e3a9b23565c
title: Manage 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_setup_metrics_changes.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.pipeline_inspection_setup_metrics_changes.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f820d145fc85c7cec957fb1d79cb534c7bf4ae8b4bed78cf88a31619a2ed8b1e
description: Show metrics groups so your sales teams can view their pipelines with forecast categories or metrics that indicate changes over time.
products:
  - Sales Cloud
release: "264"
---
# Manage Pipeline Inspection Metrics

Show metrics groups so your sales teams can view their pipelines with forecast categories or metrics that indicate changes over time.

### 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%">
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        <thead class="slds-text-title_caps ">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d17569e58">User Permissions Needed</th>
          </tr>
        </thead>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d17569e58 ">To turn on pipeline changes metrics:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d17569e58 ">
              <p>Customize Application </p>
              <p style="margin-bottom:0;">OR</p>
              <p style="margin-bottom:0;">Modify All Data</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d17569e58 ">To access pipeline changes metrics:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d17569e58 ">Pipeline Inspection or Revenue Intelligence permissions</td>

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

1. From Setup, in the Quick Find box, enter Pipeline Inspection, and then select **Pipeline Inspection Setup**.
2. In the Define How Metrics Are Grouped section, make sure that the metric groupings that you want to show are selected. Select **Pipeline Changes**, **Forecast Category**, or both.
    
    ![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 If you select Pipeline Changes metrics, users see a waterfall chart on the Chart tab when viewing the metrics.
3. Make sure to enable the custom currency and number fields that you use for summarizing metrics in Historical Trending. The Amount field is enabled in Historical Trending by default. To show data for pipeline changes metrics, and in the waterfall chart, this step is required.