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Sales Pipeline Visibility and Forecasting
View Opportunity Score in Pipeline Inspection

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View Opportunity Score in Pipeline Inspection

Use the Opportunity Score column to quickly identify healthy-, caution-, and at-risk-likelihood deals in your pipeline. Sort and scan score categories so you can focus coaching and follow-up on the deals that need attention first.

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 in Pipeline Inspection: Pipeline Inspection User permissions

Ask your Salesforce admin to turn on Opportunity Score and add the Opportunity Score column to the Pipeline Inspection views that you use.

Opportunity Score shows how likely an open opportunity is to close as won, using Healthy, Caution, and At Risk categories. Use the categories to prioritize your pipeline reviews. If your org previously showed older tiered Einstein opportunity scores, Opportunity Score replaces that experience with these categories and richer factor details.

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 list, find the Opportunity Score column.

    If you don’t see the column, add it to your view, or ask your Salesforce admin to make it available.

  3. Review each opportunity’s score category.
    • Healthy: The deal looks more likely to close won.
    • Caution: The deal has mixed signals. Dig in before you commit.
    • At Risk: The deal looks at risk or less likely to close won.
  4. Sort or filter your view so Healthy, Caution, or At Risk deals appear together when you run pipeline or forecast reviews.
 
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