--- schema_version: "1" id: 14545a7272795d82e78d25a8a3fccb08991e229c8c513b03543a90c143f62d49 title: Set Up 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_setup_parent.md canonical_url: https://help.salesforce.com/s/articleView?id=sales.pipeline_inspection_setup_parent.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 8139b5e3d8ab40df754290824891c8b961672fdf022ab81540b252479cb6db9b description: Get your sales teams started managing their pipelines with a single view of pipeline metrics, opportunities, and week-to-week deal changes. Show insights from call recordings, emails, opportunity scores, and cases in the same view. products: - Sales Cloud release: "264" --- # Set Up Pipeline Inspection Get your sales teams started managing their pipelines with a single view of pipeline metrics, opportunities, and week-to-week deal changes. Show insights from call recordings, emails, opportunity scores, and cases in the same view. ### Required Editions
View supported editions.
![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_pipe_visibility-264-0-0-production-enus/75640128-02d2-4752-84b3-eb077e12fb74/images/icon_tip.png) Tip Check out this feature in Salesforce Go! Find a guided setup experience, explore more content, discover related features, and monitor feature usage. See [Discover and Set Up Features With Salesforce Go](https://help.salesforce.com/s/articleView?id=xcloud.setup_salesforce_go.htm&type=5&language=en_US). ![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_pipe_visibility-264-0-0-production-enus/75640128-02d2-4752-84b3-eb077e12fb74/images/icon_important.png) Important Starting in Summer ’25, data from Activity Metrics and Activity 360 Reporting isn’t available in Pipeline Inspection unless previously set up. This change affects the counts of activities by type in Activity Timeline and the Who’s Involved feature. If you’re already using Activity Metrics and Activity 360 Reporting data in Pipeline Inspection, you can continue to do so until these Einstein Activity Capture reporting tools are retired. See [Einstein Activity Capture Activity 360 Reporting, Activity Metrics, Activities Dashboard Upcoming Retirement](https://help.salesforce.com/s/articleView?id=004633781&type=1&language=en_US). - **[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. - **[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. - **[Give Users Access to Pipeline Inspection](https://help.salesforce.com/s/articleView?id=sales.pipeline_inspection_assign_users.htm&release=264.0.0&type=5)** Give your sales team access to Pipeline Inspection by assigning the Pipeline Inspection User permission set. Users with the Standard User or System Administrator profile get access automatically. - **[Show Opportunity Scores in Pipeline Inspection](https://help.salesforce.com/s/articleView?id=sales.pipeline_inspection_set_up_tiered_opportunity_scores.htm&release=264.0.0&type=5)** Set up Einstein Opportunity Scoring so your sales teams see opportunity scores in Pipeline Inspection. Scores appear in tiers rather than as numbers, and tier changes are highlighted. - **[Configure Deal Insights in Pipeline Inspection](https://help.salesforce.com/s/articleView?id=sales.pipeline_inspection_setup_deal_insights.htm&release=264.0.0&type=5)** Einstein Deal Insights gives sales reps predictions and recommendations from opportunities, calls, emails, and cases, right in the Pipeline Inspection view. Choose which insights to show in Pipeline Inspection to help sales reps move deals forward. - **[Set the Default List View for Pipeline Inspection Users](https://help.salesforce.com/s/articleView?id=sales.pipeline_inspection_set_default_list_view.htm&release=264.0.0&type=5)** Choose which list view your users see the first time they open Pipeline Inspection. Turn on the setting to open My Pipeline, or turn it off to open the first public list view alphabetically. - **[Select Summary Fields for Pipeline Inspection Metrics](https://help.salesforce.com/s/articleView?id=sales.pipeline_inspection_summary_fields.htm&release=264.0.0&type=5)** Give sales teams a choice of fields to summarize pipeline metrics. - **[Manage Pipeline Inspection Metrics](https://help.salesforce.com/s/articleView?id=sales.pipeline_inspection_setup_metrics_changes.htm&release=264.0.0&type=5)** Show metrics groups so your sales teams can view their pipelines with forecast categories or metrics that indicate changes over time. - **[Select a Forecast Rollups Method in Pipeline Inspection](https://help.salesforce.com/s/articleView?id=sales.pipeline_inspection_setup_rollups.htm&release=264.0.0&type=5)** Choose the rollup method that’s best for your sales teams. Cumulative forecast rollups are selected by default, but you can change this setting as needed. - **[Set Up Opportunity Score](https://help.salesforce.com/s/articleView?id=sales.pipeline_inspection_opportunity_scoring_setup.htm&release=264.0.0&type=5)** Identify at-risk deals earlier and increase your win rates with AI-driven opportunity scores. Opportunity Score merges standard CRM data with real sales methodology to give you an accurate view of your revenue. - **[Set Up a Sales Methodology](https://help.salesforce.com/s/articleView?id=sales.pipeline_inspection_set_up_methodology.htm&release=264.0.0&type=5)** Standardize how your sales reps qualify and manage deals by using a structured sales methodology. Define your methodology so your teams can assess deal health, follow a consistent process, and improve win rates. - **[Turn On the Flow Chart in Pipeline Inspection](https://help.salesforce.com/s/articleView?id=sales.pipeline_inspection_set_up_flow_chart.htm&release=264.0.0&type=5)** 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. - **[Enable More Features for Pipeline Inspection](https://help.salesforce.com/s/articleView?id=sales.pipeline_inspection_more_features.htm&release=264.0.0&type=5)** Make the most out of Pipeline Inspection by setting up optional features that give your users more helpful data and insights. #### See Also - [Pipeline Inspection](https://help.salesforce.com/s/articleView?id=sales.pipeline_inspection.htm&release=264.0.0&type=5 "Pipeline Inspection gives sales teams a consolidated view of pipeline metrics, opportunities, week-to-week changes, AI-driven insights, and activity information. With this intelligence, sales teams can focus on the most important opportunities and forecast revenue more accurately.")