Pipeline Reviews Overview

docs

Pipeline Reviews is a Salesforce-native application designed to consolidate pipeline analysis. It helps users understand what is happening in your pipeline without jumping between reports, spreadsheets, and separate views in Salesforce.

The tool provides four distinct analytical perspectives:

1. Flow View — Tracks pipeline movement, revealing deals that were pushed out, pulled in, added, lost, won, or changed in value.
2. List View — Enables detailed deal inspection and filtering capabilities for individual opportunity analysis.
3. Kanban View — Offers visual pipeline representation, particularly useful when you are working with a smaller set of deals and want a quick read.
4. Health View — A bubble chart designed to identify risk factors, including outsized deals, coverage gaps, and deals clustered at the end of the month or quarter.

The four views function cohesively, with each serving a distinct analytical purpose while supporting comprehensive pipeline understanding across the application.