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Is there any way to hack the Quarterly Performance component so that we can adjust the probability % included in the "closed plus >70%" graph line?  With our sales process, early in the quarter it makes sense to include some deals that might be at 70% (VoC), that we know will close in the quarter but are not advanced enough to move to the next stage which is contract negotiations.  We just went through a huge sales process redesign a year ago, including updating the stages and associated probabilities, so I'm not even going to consider asking management to re-evaluate their stages again, just so they work with this Lightning component.  

 

Users really like it in the last half of the quarter, but not in the first 6 - 7 weeks.  So, I'm looking for a way to, ideally, make that probability editable like the goal is, or if that's not possible then at least set a different probability for our org overall.  

2 commenti
  1. 7 feb 2018, 15:44
    Thanks @Robin Grochol for the confirmation. Bummer, but hopefully it finds it's way onto the roadmap at some point. We do have various other charts, etc embedded, but the beauty of the Quarterly Performance is that they can set their own goal, change and update it as appropriate, and see the results visualized against that target. We can't do that with a standard report chart (or if we can, I don't know how)
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