Pipeline Reviews

Guides and documentation for Pipeline Reviews.

Pipeline Reviews Overview Video An introduction to Pipeline Reviews — the four views, what they show, and how to access the app.Layout & Orientation Video A quick orientation of the Pipeline Reviews interface — view buttons, header, sidebar, toolbar, and team drill-down.Navigate Your Team Video How to use the team drill-down sidebar to navigate by role, manager, or individual owner.Using the Toolbar Video How to use the Pipeline Reviews toolbar — filters, pipeline period, scope, metrics, flags, and search.Using Filters Video How to use quick filters, advanced filters, related object filters, filter logic, and field-specific options.Save and Share Views Video How to save pipeline configurations, share views with your team, and manage saved views.Pipeline Flow Video How to use Pipeline Flow to see what changed in your pipeline — new deals, wins, losses, push-outs, and value changes over any time period.Forecast Flow Video How to use Forecast Flow to track how deals move between forecast categories over any time period.Stage Flow & Committed Deal Flow Video How to use Stage Flow to track deal movement between sales stages, and Committed Deal Flow to see what happened to your committed deals.Flow Trends Video How to use Flow Trends to compare pipeline flow patterns across multiple months or quarters and spot emerging patterns.List View & Groupings Video How to use the List View to slice and dice your pipeline — grouping by any field, nesting multiple levels, and using related object fields.Buckets in Groupings Video How to create custom grouping buckets to consolidate stages, categories, or any field values into the groups that matter to your team.Inspecting and Editing Deals Video How to inspect deal details, edit fields inline, use flags, read change indicators, and customize the sales process column in the List View.Kanban View Video How to use the Kanban View to visually manage deals by stage or forecast category with drag-and-drop updates.Health View Video How to use the Health View bubble chart to spot pipeline risk — outsized deals, coverage gaps, date clustering, and data hygiene issues.User Settings Video How to configure your personal Pipeline Reviews experience — currency, additional fields, grouping behavior, Kanban tiles, and popover fields.