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Sales Pipeline Visibility and Forecasting
Set Opportunity Score Thresholds

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Set Opportunity Score Thresholds

Define the score ranges that classify opportunities as healthy, caution, or at-risk so Pipeline Inspection and related views match how your teams prioritize deals. Update the thresholds when your sales process or score distribution changes. Then confirm category behavior in pipeline views.

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 set Opportunity Score thresholds: Customize Application AND Modify All Data

Score thresholds convert a numeric opportunity score into a Healthy, Caution, or At Risk category. Choose ranges that reflect how your sales org defines deal health so managers and reps can act on categories consistently in pipeline reviews.

  1. From the gear menu, select Salesforce Go, and then search for Opportunity Score on the Salesforce Go Home page.
  2. In the Unlock Advanced Functionality section, click Manage next to Set Opportunity Score Thresholds.
  3. In the Set Opportunity Score Thresholds window, set values for the Healthy and At Risk categories.
  4. Click Save.
 
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