Track Your Sales Performance

The performance chart displays data based on your sales team’s opportunities if you have an associated team. Otherwise, the chart displays opportunities you own. Only opportunities for the current sales quarter that are closed or open with a probability over 70% are displayed.

• Closed—The sum of your closed opportunities.
• Open (>70%)—The sum of your open opportunities with a probability over 70%. The blue line in the chart is the combined total of the closed opportunities and open opportunities with a probability over 70%.
• Goal—Your customizable sales goal for the quarter. This field is specific to the performance chart and has no impact on forecast quotas or any other type of goal. To set the goal, click .

The chart aggregates data from all qualified opportunities. For example, the amount shown represents the aggregate amount from all qualified opportunities.

To see the closed and committed opportunity amounts for different dates, hover over the chart. If you hover over a date when an opportunity was closed or set to a probability over 70%, a blue dot appears. Clicking the dot opens a window that shows the details about the opportunities for that date.

Note To show results in the opportunity details window, the chart first queries up to 2,000 qualified opportunities in the current sales quarter and sorts the results by closed date and the amount. From these results, the window shows up to 15 most relevant qualified opportunities. Due to this limitation, the opportunity details window sometimes doesn’t show any results for dates later in the quarter.

The performance chart isn’t refreshed automatically. To make sure you have the most up-to-date view of your sales performance, click .

Note The performance chart isn’t compatible with custom fiscal years. If your org has custom fiscal years enabled, your admin can create custom reports and dashboards to display on the Home page.