Pipeline Inspection not updating Moved In, Moved Out categories

Pipeline Inspection tracks opportunities that move in or out of a filtered date range based on close date changes. The red arrow indicator you're seeing suggests the system detects the change, but the "Moved Out" category isn't updating accordingly.

Likely Causes & Solutions

1. Cache/Refresh Issue

Pipeline Inspection data may not update in real-time. Try:

• Manually refreshing the Pipeline Inspection view
• Logging out and back in to force a data refresh
• Clearing browser cache if the issue persists

2. Sandbox-Specific Behavior

Since you mentioned this is in a sandbox environment:

• Sandbox data may have synchronization delays
• The Pipeline Inspection calculation might run on a scheduled basis rather than real-time
• Check if there's a scheduled job that updates Pipeline Inspection metrics

3. Date Filter Configuration

Verify your Pipeline Inspection setup:

• Confirm the filtered close date range is correctly configured
• Ensure the new close date you're setting is actually outside the filtered range
• Check if there are any additional filters that might be preventing the update

4. Metadata Index Refresh

• There may be an underlying index or cache that needs updating
• Look for a refresh button or similar control in Pipeline Inspection

Recommended Actions

1. Document the specific scenario: Note the exact close date change (from → to) and the filtered date range
2. Test in production: Verify if this is sandbox-specific or affects production too
3. Create a support case: Since this appears to be a potential bug, log a case with:
   • Screenshots showing the red arrow but no "Moved Out" update
   • Specific close date values and filter settings
   • Sandbox org ID and Pipeline Inspection configuration

Workaround

If you need immediate visibility, consider:

• Creating a custom report on Opportunities with close date change tracking
• Using Salesforce's standard opportunity history tracking as a temporary alternative