User Settings

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User Settings let you personalize how Pipeline Reviews displays data — without affecting anyone else’s view. Access them from the gear icon in the bottom-left corner of Pipeline Reviews.

Currency

If your org has multiple currencies enabled, you can switch the display currency to any available option. Selecting British Pounds, for example, converts every value in the view — deal amounts, subtotals, header metrics — to pounds. This is independent of your Salesforce user currency setting.

Additional fields in the List View

Add extra columns to every deal row in the List View. You can select fields from:

• The opportunity object — ARR amount, expected revenue, custom fields
• Related objects — account type, account industry, owner fields

Selected fields appear alongside the standard deal data (amount, close date, stage, forecast category) on every row.

Grouping behavior

Two settings control how groupings are presented:

• Auto-expand first group — choose whether the first group opens automatically when the page loads, or whether all groups start collapsed.
• Picklist field ordering — by default, groups sort by total amount (largest first). Toggle this to preserve the original picklist value order instead. When using picklist ordering, a second option lets you show or hide empty groups (groups with zero deals).

Kanban tile fields

Same concept as the List View additional fields, but for Kanban cards. Choose which extra fields appear on each tile in the Kanban View.

Popover fields

Configure which fields appear in the opportunity popover (the detail card that appears when you hover over a deal name). These fields become editable when you click the pencil icon — if you have permission to edit them.

For example, add a BANT checkbox field and an ARR amount field to the popover, and you can update both without opening the Salesforce record.

What’s next

For an overview of Pipeline Reviews and all its views, see Pipeline Reviews Overview. For filtering and scoping the data, see Using the Toolbar.