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Sales Pipeline Visibility and Forecasting
Review Score Drivers from the Opportunity Score Column

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Review Score Drivers from the Opportunity Score Column

Hover over an opportunity score to open the details and review strengths and gaps behind the Healthy, Caution, or At Risk category. Use those insights to choose the next conversation or follow-up that moves the deal forward.

Required Editions

Available in: Lightning Experience in Performance and Unlimited editions with Sales Cloud. In Enterprise Edition with Sales Cloud, this feature requires the Agentforce or Revenue Intelligence add-on.
User Permissions Needed
To view Opportunity Score drivers: Pipeline Inspection User permissions

Make sure the Opportunity Score column is visible in your Pipeline Inspection view.

When you hover over a score, the Opportunity Score details open. At the top, Score shows the current Healthy, Caution, or At Risk category, and Trend shows whether the deal is accelerating or slipping. Below that, Strengths list what’s helping the deal, and Gaps list what’s holding it back. Weigh strengths and gaps with what you know about the deal. Don’t treat any single insight as the full story.

You can view opportunity score the same way on the Pipeline Forecasting page.

  1. On the Opportunities tab, click Pipeline Inspection.
  2. In the Opportunity Score column, hover over a score category.

    The Opportunity Score window opens and shows score, trend, strenghts, and gaps.

 
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