This article details what a Pipeline field is and how to create and use it.
EqualTo allows you to give your users insights into what their potential earnings could be by using Pipeline fields. A pipeline field is used to indicate how likely it is that the result is successfully closed on a scale of 0-100%. A pipeline field can be added on a plan level and either pull data directly from the data source or calculate probability within the plan.
This is an optional feature of EqualTo – plans do not require a Pipeline field.
If the pipeline field evaluates to 100%, then the result will be available to be included in a payout. Otherwise, it will not be included in payouts, regardless of the effective date or approval status.
Results having pipeline fields containing non-numeric values, values lower than 0 or higher than 1 will be treated as 0%.
Creating a Pipeline Field
- Select a field that represents the likelihood that a result will close. It should be calculated as a percentage from 0-100%. Both input and output fields can be used for this.
- Click the three indicator dots next to the output field and select Use for Pipeline.
- This example uses an output field called “Likelihood to Close”. Please see how this is formatted as a percentage.
- Choose whether you would like to see a progress bar indicator to visualize the 0-100% pipeline value on results.
- Select “Update field” to make the output field you selected a Pipeline field.
- The field you selected is now used as a Pipeline field.
Viewing Pipeline Results
- Go to the Results tab
- If the plan that you are viewing has a Pipeline field in use, then a new tab called “Pipeline” will be visible to you.
- The field that you are using as a Pipeline field is visible here.
Removing a Pipeline Field
- To stop using a pipeline field, click the three dots next to it to open the dialogue.
- Select the Remove pipeline option.
- Select Remove pipeline. Note that this will cause any results with pipeline values under 100% to be resubmitted and will be treated as normal, non-pipeline results.