Feature Overview: Pipeline Summaries

Pipeline Summaries can be used to calculate things like the total or average deal size in each Stage, and in the Pipeline as a whole. Pipeline Summaries let you see an aggregate value of a Column on a group basis and over the entire Pipeline. The aggregate value can be chosen from a variety of functions such as "max", "min", "sum", "average", and "count". 

 Tip: For guided step-by-step instructions in the extension, follow the In-App Tour "How to use Pipeline Summaries"

To adjust the Column Summary for each Stage, hover over the Stage bar and select from the dropdown options.

To adjust the Pipeline Summary for the entire Pipeline, click the dropdown at the top right of your Pipeline and select from the dropdown options. 

Contact Us