Duke Xu

Opportunities Metrics Configuration

Discussion created by Duke Xu on Jun 6, 2017
Latest reply on Jun 29, 2017 by Kevin Cook

Hi all,

I got a question regarding of the "Opporutnities Metrics" pie chart in the "Company" section.

Opportunities Metrix pie chart will always show the Won / Lost as well as the Active amount of Loan commitment amount in Opportunity section, where the opportunity is connected with the certain company.

My question is that during the opportunity creation for certain company, my defined table will ask user to create both loan and deposit amount for comittment. So I expect the "Opportunities Metrics" pie chart could show both deposit volume as well as loan commitment volume together.

How could I make configuration of this pie chart?



Refer to Pic 1 for Company level Opportunities Metrics pie chart and Pic 2 for opportunity maintained at company level.