---
schema_version: "1"
id: d29946146190605a981c41c31aea7d078b6e6d09398ea880165f8678e49535f5
title: Select Summary Fields for 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_summary_fields.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.pipeline_inspection_summary_fields.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f3921f15fa918c5884f748a95a24dc4caf7db3ef7c4358ca1b2b340ad650823b
description: Give sales teams a choice of fields to summarize pipeline metrics.
products:
  - Sales Cloud
release: "264"
---
# Select Summary Fields for Pipeline Inspection Metrics

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

### 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="d26945e58">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d26945e58 ">To turn on Pipeline Inspection:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d26945e58 ">
              <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="d26945e58 ">To select summary fields:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d26945e58 ">Pipeline Inspection Admin Included or Revenue Intelligence Admin permissions</td>

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

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

- [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.")
- [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.")