Buckets in Groupings

Last updated April 15, 2026

When you group by a field like sales stage, you might end up with ten or more groups — more than you need for the analysis at hand. Buckets let you combine multiple values into custom groups that match how your team actually thinks about the pipeline.

Creating buckets

From the groupings panel, select the field you want to group by (for example, Sales Stage), then click Create Buckets.

  1. Add your bucket names. For example, create two buckets: “Open Deals” and “Closed Deals.”
  2. Assign values to each bucket. Drag or select which stage values belong in each group — put all closed stages (Closed Won, Closed Lost) into “Closed Deals” and everything else into “Open Deals.”
  3. Save. The List View redraws with your custom buckets instead of the raw field values.

Why buckets matter

Without buckets, a stage grouping might show Prospecting, Discovery, Proposal, Negotiation, Closed Won, Closed Lost — six groups when you really just want to see open versus closed, or early-stage versus late-stage.

Buckets let you define the lens:

  • Open vs. Closed — simplest split for a quick pipeline health check
  • Early Stage vs. Late Stage vs. Closed — useful for coverage analysis (is enough pipeline in late stages to hit the number?)
  • New Business vs. Renewal vs. Expansion — if your org uses a type field with many values, bucket them into the three categories leadership cares about

Buckets work with any picklist field

Bucketing works on any picklist field you’re grouping by — standard or custom. For example:

  • Sales stages — combine ten stages into “Early”, “Late”, and “Closed”
  • Account types — consolidate a long picklist into the two or three segments you review
  • Product families — group a dozen products into the three business lines that matter for your forecast call
  • Custom picklists — any custom picklist field on the opportunity or related objects

Combining buckets with multi-level groupings

Buckets become especially useful in multi-level groupings. For example:

  1. Level 1: Account Type (bucketed into “Direct” and “Partner”)
  2. Level 2: Sales Stage (bucketed into “Early”, “Late”, “Closed”)

Two levels, four values total — a clean, scannable view that would be ten or more groups without bucketing.

What’s next

For inspecting individual deals within the list, see Inspecting and Editing Deals. For the basics of list view groupings, see List View & Groupings.