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Select Summary Fields for Pipeline Inspection Metrics

Give sales teams a choice of fields to summarize pipeline metrics.

Required Editions

View supported editions.
User Permissions Needed
To turn on Pipeline Inspection:

Customize Application

OR

Modify All Data
To select summary fields: Pipeline Inspection Admin Included or Revenue Intelligence Admin permissions

Select from Amount, Quantity, Expected Revenue, or any custom currency or number field. Users choose from the available summary fields to view metrics totals in their pipeline views and in the Flow Chart.

  1. From Setup, in the Quick Find box, enter Pipeline Inspection, and then select Pipeline Inspection Setup.
  2. In the Define How Metrics Are Summarized section, select Edit, and then select the fields that you want to show to users.
  3. Move your selected fields to the available fields list, and then save your changes.
  4. To highlight recent changes for your selected fields and show totals in the Flow tab, turn on tracking for your fields in historical trending.

See Also