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Opportunities and Deal Tracker

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Posted on by USA80

When I am in the Opportunity Table, and select the All Opportunities view, I see the Deal Tracker with the predictive opportunity score bubbles. However, when I am looking at the /My Open Opportunities/ I get the below, even though I have open opportunities showing in the grid that shows up below the Deal Tracker. Why is my Deal Tracker not showing anything?

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Dengliang Li Microsoft Employee on at

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Opportunities and Deal Tracker

Hi,

What field is the horizontal axis of your Deal Tracker based on?

Deal Tracker will only show you the opportunity records that have a value in the horizontal axis field.

Best Regards,
Dengliang Li
USA80 26 on at

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Opportunities and Deal Tracker

HI @Dengliang Li

I see the below. There is data in the top header, so it sees that I have records, yet the Deal Tracker shows nothing. I also have 138 records in the list view below the chart and they all have Est. Close Data value showing.

Pipeline value is being filtered on Status = Open or Won and summing up the Est. Revenue field

Number of deals in pipeline is filtering on Status Reason = In Progress and Aggregation function is Count

Won Amount is filtering on Status = Won and Summing up the Actual Revenue field

Number of won deals is filtering on Status = Won and Aggregation function is Count

Lost amount is filtering on Status = Lost and is Summing up the Est. Revenue field

Number of lost deals is filtering on Status = Lost and Aggregation function is Count

So why would the display show nothing?
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Dengliang Li Microsoft Employee on at

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Opportunities and Deal Tracker

Hi,

In my testing, my Deal Tracker chart will only show opportunities where the Est Close Date is not empty.

If the Est Close Date of all the opportunities is null, nothing will be displayed.

You can check the settings of the chart in the following settings.

Then for the metrics Pipeline Value and Number of deals in pipeline, you can check their filter conditions to find out why their values are N/A and 0;

If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
If you have further questions, please feel free to contact me .

Best Regards,
Dengliang Li