What is the Pipeline configuration tab?

The Pipeline configuration tab is where you tell the Ambition AI agent which fields and filters it should use whenever a member of your organization asks about their pipeline performance.

How is the Pipeline configuration tab different from Pipeline Views?

The Pipeline configuration tab on the Performance Graph page determines which fields the Ambition AI agent should use when answering any user's question about pipeline.

This tab tells the AI agent how to handle pipeline questions from anyone in your org.

The Pipeline Views tab on the Analyze page is where you can create pipeline dashboards that are highly customized to one individual, manager team, or group.

Pipeline Views provide custom tracking dashboards for specific individuals or team.

📄 How do I create and save a pipeline view?

📄 How do I interact with pipeline views?

📄 How do I create and share a pipeline view template?

How do I access the Pipeline configuration tab?

1. Go to Administration --> Data --> Performance Graph.

2. Click on the Pipeline tab at the top of the page.

3. You'll then see a list of drop-down menus where you can pick which fields the AI agent should use when reviewing your company's pipeline queries.

What data can I change on the Pipeline configuration tab?

The following fields are editable on the Pipeline configuration tab:

Pipeline Object

The Pipeline Object field tells the Ambition agent where the pipeline records are coming from. This can be a Salesforce object or another integration.

Name field

The Name field is used to distinguish one opportunity from another. In most cases, this would be Account Name or Opportunity Name, but you can choose any field from the drop-down menu.

Stage field

This field lists the stage that the opportunity is currently in.

Value field

The value field is whatever number your organization feels is the best determination of a pipeline opportunity's quality.

This will often be something monetary, like monthly recurring revenue (MRR), annual contract value (ACV), or total contract value (TCV).

However, you'll have multiple options to pick from the drop-down menu.

Employee field

The Employee field is the same as the "Who gets credit?" field on a metric. The agent uses this field value to identify which employee will receive credit for the pipeline opportunity.

Close date field

This field tells the AI agent which field it should reference when listing a pipeline's anticipated close date.

Default date range

The AI agent references the Default date range to determine which rolling window it should use when reviewing your team's pipeline.

You can select a date for the present (such as This Week or This Quarter), the future (such as Next 90 days), or the past (such as Last 90 days).

Default comparison field

The agent references the default comparison field so it can understand from which point in the past it should track changes.

For example, should it reference pipeline movement made within the past week, 30 days ago, or since the beginning of the quarter?

Fields

The Pipeline configuration tab ensures that the AI agent sings from the same song sheet regardless of which user is asking a pipeline question.

However, users can pick any of the fields listed in the Fields drop-down selector to tailor their queries to whatever insight is most relevant to them.

Selectable options will be determined by whichever fields your organization has synced to Ambition. Common options would include Forecast Status, Campaign or Lead Source, and Opportunity Age.

Won Stages and Lost Stages

Use the Won and Lost Stages selectors to pick all field values that your organization uses to indicate that a deal has been successfully closed or has been removed from an employee's pipeline.

Stage Order

Every organization uses a different naming convention for their pipeline cycle. You can use the Stage Order section to add all opportunity stage names and their place in the cycle.

Change Tracking

Not every field change is important for understanding pipeline health.

The Change Tracking fields tell the AI agent which fields your organization cares about when understanding if a pipeline opportunity is progressing, regressing, or otherwise needing attention.