The prerequisite checker runs before anything builds, so most of the work happens before you open the setup page. Clear these in order. The Key options listed further down are the separate Enable More Features toggles in Revenue Insights Setup, not the four tools the add-on installs on its own.
- Check the org-level prerequisites
Confirm the role hierarchy is at least two layers deep, and that one record exists on Account, Opportunity, User, UserRole, Task, and Event. A flat hierarchy is the usual blocker.
- Get forecasting working first
Activate a forecast type on Opportunity, Opportunity Splits, or the territory hierarchy. Assign forecast managers across two layers and load at least one quota value.
- Turn on historical trending
Enable it on the Opportunity measure field, either the standard Amount field or a custom Currency field, and on the Forecasting Item object. Do it early, since snapshots never backfill.
- Run the setup page
From Setup, in the Quick Find box, enter Revenue Insights, then select Revenue Insights Setup. Click Start on the Installation Prerequisites step and work down the list.
- Assign access and schedule the refresh
Give Revenue Intelligence Admin to whoever maintains the dashboards and Revenue Intelligence User to everyone else. Then set sync and recipe schedules in Data Manager.
Shows pipeline changes in a dynamic chart. An admin enables it from Pipeline Inspection Setup.
Adds AI predictions to the forecasts page, enabled through Assisted Setup.
Shows recent movement in Forecasting, once historical trending for forecasts is active.
Formula-driven columns on the forecasts page, created by an admin in Forecasts Settings.
- A territory-based forecast does not exempt you from the role hierarchy. Salesforce requires one either way, so a territory-only org fails the very first prerequisite check.
- An install that stalls reports its status and event log on the app management tab in Setup, not on the setup page you launched it from. Read the log before re-running anything.
- Since Summer '25, Activity Metrics and Activity 360 Reporting data is not available in Pipeline Inspection unless it was already set up.
