How Do I Generate Pipeline Insights?
Last updated: August 31, 2026
Required permissions:
No special permission is required to generate Pipeline Insights for a report that you created.
Generate Insights for Your Pipeline View
Click on the three star icon at the top of your Pipeline View.
Scroll through the Insights output to view a summary of changes, why those changes matter, and suggested next steps you can take as the manager.
Click on the gear icon in the Insights window to further refine your view. Use the menu to select which specific field values and Enabled Insights should be included in the summary.