Personalize opportunity pipeline view with your default metrics and side panel form
Important
This content is archived and is not being updated. For the latest documentation, go to Overview of Dynamics 365 Sales. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.
| Enabled for | Public preview | Early access | General availability |
|---|---|---|---|
| Admins, makers, marketers, or analysts, automatically | - | - | 
Jul 14, 2023 |
Business value
With predefined default forms and metrics, sellers can immediately start working upon accessing pipeline view. They're no longer required to spend time searching or configuring the system to match their preferences. This efficiency boost translates into increased productivity because sellers can dedicate more time to core sales activities, resulting in higher sales volumes and revenue generation.
The feature empowers sales admins to tailor the default form and metrics based on the organization's specific sales processes and requirements. However, sellers can customize the metrics, allowing them to tailor the metrics to their specific needs. This flexibility helps sellers to focus on their key performance indicators and goals, leading to better decision-making and outcomes.
Feature details
With this feature:
- Administrators can default out-of-the-box metrics in pipeline view for sellers and set a default form to be displayed in the side panel.
- Sellers can customize the default metrics to choose their specific needs.