Layout & Orientation

Last updated April 14, 2026

Once you open Pipeline Reviews from the App Launcher, the layout gives you quick access to different views, filters, and team navigation. Here’s a quick orientation of the main areas.

View buttons

The left side bar holds the view buttons for switching between the four main views:

  • Flow View — Understand how deals changed over time
  • List View — Slice and dice your pipeline and inspect deal details
  • Kanban View — Visual pipeline layout for smaller deal sets
  • Health View — Spot risk patterns across your pipeline

When you switch views, the header, filters, and team selection stay the same — only the central panel changes.

Header area

The header contains several elements that control and describe what you’re looking at.

Saved view menu — The saved view menu lets you return to views you’ve saved or that others have shared with you. Use it to quickly jump between saved configurations. For instructions on creating and sharing saved views, see Save and Share Views.

Summary statistics — Below the saved view menu, a line of summary statistics shows contextual data based on the current fiscal period and filters — such as deal owners, number of open deals, total amount, committed amounts, and closed won. The exact metrics may vary based on your configuration.

Filter bar — The filter bar explicitly shows what’s in the current view: the scope (all opportunities vs. your team’s), pipeline close date, roll-up groupings, and any active filters. This gives you a clear picture of what data you’re working with.

For fiscal periods, hover over the information icon to see the exact date range — helpful if your org uses custom fiscal years.

Toolbar — The toolbar on the right provides controls for filtering, date ranges, scope, and search. Use it to refine what appears in the view. For details on each control, see Using the Toolbar.

Team drill-down

The left panel (below the view buttons) is your team drill-down. Depending on your configuration, you can navigate by:

  • By Role tree — Navigate through your role hierarchy
  • By Manager tree — Navigate using user-manager relationships
  • By Owner — Filter to specific opportunity owners

For detailed instructions on navigating your team hierarchy, selecting multiple owners, and understanding visibility rules, see Navigate Your Team.

Central view panel

The central panel is where the selected view displays your pipeline data. Whether you’re in List View, Flow View, Kanban View, or Health View, this area shows the actual deals and metrics you’re working with.

User settings

In the lower left corner, you’ll find access to your user settings. This contains personal preferences for how you view data in Pipeline Reviews.

What’s next

For a broader introduction to what each view helps you answer, see the Pipeline Reviews overview. Separate articles cover each view in detail.