Set or Change the Summary Field for Pipeline Inspection Metrics
Select from several field types to summarize metrics in Pipeline Inspection, based on
fields that your Salesforce admin configured. For example, use a currency field to see totals for
annual recurring revenue, or a number field to view product quantities. Available fields include
Amount, Quantity, Expected Revenue, and custom currency and number fields.
Pipeline Inspection User or Revenue Intelligence User permissions
On the Opportunities tab, click Pipeline
Inspection.
To set the summary field in a new pipeline view, select Create New
View in the List View Controls menu . Select
the summary field after you enter a name, and then save your changes.
To change the summary field in a Pipeline Inspection view, use the Metrics Settings option
in the List View Controls menu. Select a summary field, and then save your changes.
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