Pipeline summaries let you see an aggregate value of any column broken down by stage and across your entire pipeline. Use summaries to quickly answer questions like "what is the total deal value in each stage?" or "what is the average deal size across the whole pipeline?"
Summary functions
When setting up a summary, choose from the following aggregate functions:
Sum — adds up all values in the column.
Average — calculates the mean value across all boxes.
Count — counts the number of boxes with a value in that column.
Min — surfaces the lowest value in the column.
Max — surfaces the highest value in the column.
Set a summary by stage
To set a summary for a specific stage:
Hover over the stage bar at the top of that stage column in your pipeline.
Click the summary dropdown that appears.
Select the aggregate function you want to apply.
The summary will display at the top of that stage, calculated across all boxes in it.
Set a summary for the entire pipeline
To set a summary across your whole pipeline:
Click the "Summarize By" icon at the top right of your pipeline
Choose the column and aggregate function you want to apply.
The summary will display at the top of the pipeline, calculated across all boxes regardless of stage.
Frequently asked questions
Which columns can I summarize? Summaries work best with numeric columns such as deal size, revenue, or any free form column storing a number. Non-numeric columns support the count function.
Can I set different summaries for different stages? Yes. Each stage can have its own summary function, independent of other stages or the pipeline-level summary.
Can I summarize a magic column or formula column? Yes. Any numeric column in your pipeline, including magic columns and formula columns, can be used in a summary.