---
schema_version: "1"
id: 45d063927156b790ae05b3a4b3b6645c286e4f375d5c7a9d3bb84a049e3d0352
title: Track Deal Progress with Sales Methodology
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/pipeline_inspection_track_deal_progress_methodology.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.pipeline_inspection_track_deal_progress_methodology.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e59735feafd332fb5b2c9215fc7a70277c5ab9f463e6233821c8b3935bb95329
description: View and update deal progress using a structured sales methodology directly from Pipeline Inspection. The Sales Methodology column shows step-level progress and lets you update details from a side panel without leaving Pipeline Inspection.
products:
  - Sales Cloud
release: "264"
---
# Track Deal Progress with Sales Methodology

View and update deal progress using a structured sales methodology directly from Pipeline Inspection. The Sales Methodology column shows step-level progress and lets you update details from a side panel without leaving Pipeline Inspection.

### 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>

## Understand Methodology Status

![Sales Methodology column showing progress of each step](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_pipe_visibility-264-0-0-production-enus/75640128-02d2-4752-84b3-eb077e12fb74/sales_pipe_visibility/images/pipeline_inspection/pipeline_inspection_sales_methodology.png)

The Sales Methodology column shows steps in your methodology as a compact set of icons (1). Each icon reflects how complete or strong that step is for a deal. When you hover over an icon, a window appears to show a quick progress summary.

 
| icon | Indicates... |
| --- | --- |
| ![Sales Methodology icon indicates no notes or confidence level added.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_pipe_visibility-264-0-0-production-enus/75640128-02d2-4752-84b3-eb077e12fb74/sales_pipe_visibility/images/pipeline_inspection/pipeline_inspection_methodology_null.png) | No notes or confidence level added |
| ![Sales Methodology icon indicates notes added without a confidence level.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_pipe_visibility-264-0-0-production-enus/75640128-02d2-4752-84b3-eb077e12fb74/sales_pipe_visibility/images/pipeline_inspection/pipeline_inspection_methodology_null_note.png) | Notes added without a confidence level |
| ![Sales Methodology icon indicates low confidence set without notes.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_pipe_visibility-264-0-0-production-enus/75640128-02d2-4752-84b3-eb077e12fb74/sales_pipe_visibility/images/pipeline_inspection/pipeline_inspection_methodology_low_confidence.png) | Low confidence set without notes |
| ![Sales Methodology icon indicates notes added with low confidence.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_pipe_visibility-264-0-0-production-enus/75640128-02d2-4752-84b3-eb077e12fb74/sales_pipe_visibility/images/pipeline_inspection/pipeline_inspection_methodology_low_confidence_note.png) | Notes added with low confidence |
| ![Sales Methodology icon indicates medium confidence set without notes.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_pipe_visibility-264-0-0-production-enus/75640128-02d2-4752-84b3-eb077e12fb74/sales_pipe_visibility/images/pipeline_inspection/pipeline_inspection_methodology_med_confidence.png) | Medium confidence set without notes |
| ![Sales Methodology icon indicates notes added with medium confidence.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_pipe_visibility-264-0-0-production-enus/75640128-02d2-4752-84b3-eb077e12fb74/sales_pipe_visibility/images/pipeline_inspection/pipeline_inspection_methodology_med_confidence_note.png) | Notes added with medium confidence |
| ![Sales Methodology icon indicates high confidence set without notes.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_pipe_visibility-264-0-0-production-enus/75640128-02d2-4752-84b3-eb077e12fb74/sales_pipe_visibility/images/pipeline_inspection/pipeline_inspection_methodology_high_confidence.png) | High confidence set without notes |
| ![Sales Methodology icon indicates notes added with high confidence and marked complete.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_pipe_visibility-264-0-0-production-enus/75640128-02d2-4752-84b3-eb077e12fb74/sales_pipe_visibility/images/pipeline_inspection/pipeline_inspection_methodology_high_confidence_note.png) | Notes added with high confidence and marked complete |

## Update Methodology Steps

Update methodology steps directly from the pipeline view. Click any icon in the Sales Methodology column to open the side panel and make updates.

- Add notes to capture key details for each step.
- Set a confidence level by selecting Low, Medium, or High to reflect deal strength.
- Update details as the deal progresses to keep information current.
- Save your updates without leaving the pipeline view to keep your data accurate.

![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 Turn on Pipeline Management to get suggestions for updating criteria or confidence levels based on notes, calls, and emails. When there's relevant information to update a methodology field, you see a suggestion in the Agent Activity column on Pipeline Inspection.

#### See Also

- [_Salesforce Help:_ Set Up Agentforce Pipeline Management](https://help.salesforce.com/s/articleView?id=sales.pipeline_mgmt_setup_parent.htm&language=en_US)