What is a Pipeline View?

Last updated: August 28, 2026

Required permissions:

  • The Pipeline: Create Views permission is required to create a Pipeline View.

Required features:

  • The Pipeline Intelligence: Pipeline Views feature must be enabled to create and review Pipeline Views.

A Pipeline View in Ambition is a way to organize and review opportunities as they move through each stage of your sales process. It helps teams see where deals stand, what needs attention, and which actions should happen next.

Managers can use the Pipeline View to spot bottlenecks, coach their reports, and check their team's deal forecast at a glance. Employees can use Pipeline Views to prioritize follow-up with leads and prospects, keep deals moving the sales funnel, and identify opportunities where they may need some guidance and coaching.