How to change % probability in the quarterly performance component in lightning? - Answers - Salesforce Trailblazer Community
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Philipp MathisPhilipp Mathis 

How to change % probability in the quarterly performance component in lightning?

Hello Community

Per Default the quarterly performance component shows closed, open (70%) and goal.
How can we adjust those 70% probability?

Greetings,

Philipp
Best Answer chosen by Philipp Mathis
Nicolas StelterNicolas Stelter
Hi,
Upvote my idea to be able to create your own custom performance report with no limitations and do whatever you what with it. 

https://success.salesforce.com/ideaView?id=0873A0000003aXrQAI

All Answers

Steve MolisSteve Molis
I don't think that can be modified, but you can create your own Report/Chart and add that to the Home Tab
Philipp MathisPhilipp Mathis
Ok. How would I be able to clone this quarterly performance chart by building it myself? have the same functions in one chart, closed, open, goal? 
also I've realized that the component is showing wrong numbers. E.g. now for current quarter (1.7-30.9) it does not include the amount of one oppty that had the close date on 1st of July. This oppty won't show either if I change the close date to 3 of July for example. Could it be that maybe there's a problem with the oppty owner? Im admin and role CEO so I should be abe to see everything. Also this particular owner has the same profil assign as other oppty owners that do show up in the performance chart.
any help?
Philipp MathisPhilipp Mathis
?
Steve MolisSteve Molis
Can you post screenshots of the Report, the Report Type, and the Filters, and Settings that you're currently using and the results you're getting? Can you also post a screenshot of the record that is "missing" from the Report? (for questions related to Analytics: Reports and Dashboards those are really helpful).  

There are basically 3 reasons why something doesn't show up in a Report or Dashboard: 

1. It does not meet the scope or filter criteria of the Report
2. The User does not have at least Read access to it
3. It does not exist
Philipp MathisPhilipp Mathis
so this is what the lightning performance chart is showing:
User-added image

this what it actually should be since Im logged in as CEO role and should have everybody under myself. But green one is exactely the one that is missing:
User-added image

also Ive found out when selecting showing my team, that this oppty is missing.  So even as having CEO role I somehow dont have everybody below myself. How can I adjust that so that the CEO has the whole company as team?
User-added image
Philipp MathisPhilipp Mathis
User-added image
Philipp MathisPhilipp Mathis
can you see it? Somehow I wont enlarge....
Steve MolisSteve Molis
Okay first thing I notice is that the Report has a Role Hierarchy on it (at the upper left corner) that will impact the results.  
Philipp MathisPhilipp Mathis
exactely it should show all company, as a ceo i should have everybody below me. which is not the case obviously. since one opportunity is missing. how can I see which team the CEO has? an how can I enlarge this hiearchy to all company?
Philipp MathisPhilipp Mathis
Also Ive logged in as other users and some of them see some numbers in the quarterly performance component but some of them only the help text, contact your admin to enable your opportunities displayed here.
How can I make sure everybody sees their performance there? Since all should have at least some numbers, Ive checked that they have all at least some open opportunities. Thanks for helping me out here.
Nicolas StelterNicolas Stelter
Hi,
Upvote my idea to be able to create your own custom performance report with no limitations and do whatever you what with it. 

https://success.salesforce.com/ideaView?id=0873A0000003aXrQAI
This was selected as the best answer