How Can I Customize My Pipeline Insights?
Last updated: August 31, 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
Click on the three star icon to generate Pipeline Insights.
Click on the gear icon that appears in the Pipeline Insights window.
You'll then be presented with a list menu of fields and Enabled Insights that you can change. All editable options are listed below.
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