How Can I Customize My Pipeline Insights?

Last updated: November 6, 2026

Required permissions:

  • No special permission is required to edit the Pipeline Insights settings for a View that you created.

Customize What Is Included in Your Pipeline Insights

  1. Click on the Insights button to generate Pipeline Insights.

  2. Click on the gear icon that appears in the Pipeline Insights window.

  3. You'll then be presented with a list menu of fields and Enabled Insights that you can change. All editable options are listed below.

  4. Click on Apply, then save your View to keep these settings.

Customizable Pipeline Insight Fields

  • Stage Field

  • Won Stage Starts With

  • Lost Stage Starts With

  • Value Field

  • Name Field

Customizable Enabled Insights Settings

  • Changes

  • Stage Movement

  • Date Movement

  • Value Flow

  • Open Pipeline

  • Past Due

  • Closed Pipeline

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