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            Select Summary Fields For Pipeline Inspection Metrics

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            Select Summary Fields For Pipeline Inspection Metrics

            Give sales teams a choice of fields that they can use to summarize pipeline metrics.

            Required Editions

            View supported editions.
            User Permissions Needed
            To turn on Pipeline Inspection:

            Customize Application

            OR

            Modify All Data
            To select summary fields: Pipeline Inspection Admin Included or Revenue Intelligence Admin permissions

            You can select from Amount, Quantity, Expected Revenue, or any custom currency or number field. Users choose from the available summary fields to view metrics totals in their pipeline views and in the Flow Chart.

            1. From Setup, in the Quick Find box, enter Pipeline Inspection, and then select Pipeline Inspection Setup.
            2. In the Define How Metrics Are Summarized section, click Edit, and then select the fields that you want to show to users.
            3. Move your selected fields to the available fields list, and then save your changes.
            4. To ensure recent changes are highlighted for your selected fields, and to show totals in the Flow tab, enable your fields for tracking in historical trending.

            See Also

             
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