We have turned Pipeline Inspection on in our production environment and it is an amazing tool. The significant challenge is that it is showing all revenue totals and coloured changes based on the 'Amount' field which we don't use to run our business. This inflates all of the numbers as we are using a field related to annual recurring revenue. How can we configure Pipeline Inspection to run off of the financial field that we use to run our business? #Pipeline Inspection #Summer '21 Release #Sales Cloud
Hi Jennifer - did you get this resolved? If you are still running into limitations, check out our app, Akoonu for Pipeline Reviews. It is designed to be customizable, including designating which amount field to use (like ARR or another custom amount), as well as different views to drill into different product or revenue sources. You can test drive without installing in a sandbox (and see it in action with historical data) on our appexchange listing - https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000EcyXzUAJ
