Skip to main content

Pipeline Fields

  • Updated

Introduction

This article details what a Pipeline field is and how to create and use it.

 

Pipeline Fields

 

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

1__28_.png

  1. 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. 
  2. Click the three indicator dots next to the output field and select Use for Pipeline.
  3. This example uses an output field called “Likelihood to Close”. Please see how this is formatted as a percentage.



2__24_.png

  1. Choose whether you would like to see a progress bar indicator to visualize the 0-100% pipeline value on results.
  2. Select “Update field” to make the output field you selected a Pipeline field.

3__20_.png

  1. The field you selected is now used as a Pipeline field.

 

Viewing Pipeline Results

4__18_.png

  1. Go to the Results tab
  2. If the plan that you are viewing has a Pipeline field in use, then a new tab called “Pipeline” will be visible to you.
  3. The field that you are using as a Pipeline field is visible here. 

 

Removing a Pipeline Field


1__29_.png

  1. To stop using a pipeline field, click the three dots next to it to open the dialogue.
  2. Select the Remove pipeline option.


2__25_.png

  1. 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.