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            Drive Predictable Revenue with Pipeline Inspection

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            Drive Predictable Revenue with Pipeline Inspection

            Get a consolidated pipeline view, with key metrics, opportunities, and weekly changes in close dates, amounts, stages, forecast categories. See when next steps aren’t updated, and get deal insights and activity details. Use these insights to help forecast revenue more accurately and focus on the most important opportunities.

            Required Editions

            View supported editions.
            • Guidelines and Limits for Pipeline Inspection
              Keep in mind some important guidelines and limits of the Pipeline Inspection features so that you can manage your pipeline more effectively and close more deals.
            • Managing Pipelines with Pipeline Inspection
              Get an all-in-one single pipeline view, with multiple filtering options and key opportunity changes and insights about the health of your deals. And summarize your pipeline metrics by amount, currency, and number fields to align your view with the way you track your sales.
            • 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.
            • View Active Contacts in Pipeline Inspection
              See how many contacts are actively engaged on each opportunity to identify stakeholder gaps and focus on deals that need more attention. Use this information to ensure you are connected with the right people to move your deals forward.
            • Add and Manage Contacts from Pipeline Inspection
              Add contact roles, create new tasks, schedule events, and send emails directly from Pipeline Inspection. This helps you keep opportunity stakeholders accurate and up to date.
            • Get AI-Generated Deal Insights in Pipeline Inspection
              Quickly catch up on deal activity and identify blockers without searching through emails or call transcripts. Use AI to get instant deal overviews, summarize recent meetings, and prepare for follow-up actions using suggested buttons or specific questions.
            • Track Deal Progress with Sales Methodology
              View and update deal progress using a structured sales methodology directly from Pipeline Inspection. The Sales Methodology column shows step-level progress and lets you update details from a side panel without leaving Pipeline Inspection.
            • See Deal Engagement at a Glance in Pipeline Inspection
              Add the Activity column in Pipeline Inspection to see a heatmap of engagement for each opportunity. Use it to review the types of interactions taking place, compare customer-initiated and seller-initiated activity, and decide which opportunities to follow up on first.
            • Einstein Features in Pipeline Inspection
              Let AI help your sales team focus on the right opportunities so they can close more deals.
            • Pipeline Inspection Charts
              Users with access to Revenue Intelligence can see recent changes to forecast category metrics on a flow chart, and all Pipeline Inspection users can view pipeline changes metrics on a waterfall chart. The charts show the changes to opportunities for the different sets of metrics over time. Filter results to see the most relevant data.
            • Pipeline Inspection Metrics and Fields
              The metrics shown in Pipeline Inspection are key performance indicators tracked in sales pipelines. The fields in the Pipeline Inspection opportunity list give more detailed information about the opportunities in the pipeline.
             
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