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            Manage Pipeline Inspection Metrics

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            Manage Pipeline Inspection Metrics

            Show metrics groups so your sales teams can view their pipelines with forecast categories or metrics that indicate changes over time.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, and Unlimited Editions with Sales
            Available with Revenue Intelligence, which is available for an additional cost in: Enterprise and Unlimited Editions
            User Permissions Needed
            To turn on pipeline changes metrics:

            Customize Application

            OR

            Modify All Data
            To access pipeline changes metrics: Pipeline Inspection or Revenue Intelligence permissions
            1. From Setup, in the Quick Find box, enter Pipeline Inspection, and then select Pipeline Inspection Setup.
            2. In the Define How Metrics Are Grouped section, make sure that the metric groupings that you want to show are selected. Select Pipeline Changes, Forecast Category, or both.
              Note
              Note If you select Pipeline Changes metrics, users see a waterfall chart on the Chart tab when viewing the metrics.
            3. Make sure to enable the custom currency and number fields that you use for summarizing metrics in Historical Trending. The Amount field is enabled in Historical Trending by default. To show data for pipeline changes metrics, and in the waterfall chart, this step is required.
             
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