What can I do so that the Lightning Quarterly Performance chart reflects only the opportunities for a given team? Is it related to the role hierarchy? We're account based and not territorial based, so we have multiple users in the same role managing different accounts. Currently, the Quarterly Performance Chart for one of the Account Managers is showing the amount for everyone in Canada and not just the accounts that he manages.
Thanks in advance!
1 commentaire
I'd like to know the same thing. How do I change this to reflect the account user only, or a team only?