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Sales Pipeline Visibility and Forecasting
Understand Opportunity Score Trend Indicators

Understand Opportunity Score Trend Indicators

See whether a deal is accelerating or slipping in the Opportunity Score details. Use Trend during pipeline reviews to spot deals that need attention before the score category changes.

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 trend indicators: Pipeline Inspection User permissions

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

Trend appears in the Opportunity Score window next to Score. It shows recent score trajectory, not only the current Healthy, Caution, or At Risk category. When a trend isn’t shown, the recent change isn’t large enough to flag, or score history isn’t available to compare.

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.
  3. Review the trend value.
    • Accelerating: Recent scores improved enough to show positive momentum.
    • Stalled: Recent scores declined enough to show negative momentum.
    • No trend: The recent change isn’t large enough to show a trend, or trend history isn’t available for comparison.
 
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