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Quarterly Dashboard performance does not appear on the Lightning homepage

게시 일자: Oct 13, 2022
상세 설명

If the Quarterly Performance Dashboard is missing from your Lightning Experience homepage, review your permission settings for the Probability field within the Opportunity object.  

솔루션
Resolve the issue by setting the 'Probability %' field to 'Visible' on your Opportunity Page Layout. 
 
  • In Salesforce Classic - Click Setup | CustomizeOpportunitiesFieldsProbability % | select Visible for 'View Field Accessibility.'
  • In Lightning Experience - Click Setup | Object and Fields | Object Manager | Opportunity | Fields & Relationships | Probability % | select Visible for 'View Field Accessibility.'


See Also: Track your Sales Performance
Promote the existing Feature Request
Knowledge 기사 번호

000382860

 
로드 중
Salesforce Help | Article