What is a Pipeline View Template?
Last updated: November 6, 2026
A Pipeline View Template is a saved outline that can be shared with other managers so that they can reference the same fields, filters, and date ranges when assessing their team's pipeline activities. If needed, managers can also adjust certain fields when using the Template, such as the Date Range and Changes Since field, or the employees selected.
Pipeline View Templates are useful when your organization wants a standardized way to review pipeline changes and keep managers aligned on the same view of performance.