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Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Suggested Answer

Drill down in dashboard

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Posted on by 20

Hello;

Why does drill down in top opportunities under dashboard isn't showing any result ???

Screenshot-_2800_33_2900_.png

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  • Suggested answer
    LuHao Profile Picture
    40,892 on at

    Hi Rinkal,

    I created a chart exactly like "Top Opportunities", the new chart can be drilled down. So this may be a limitation of the OOTB "Top Opportunities" chart.

    The solution is that we create a new chart to replace the "Top Opportunities" chart in the dashboard.

    Go to Customizations, expand Entities > Opportunity > Charts, new a chart.

    pastedimage1604372274344v1.png

    Select Est. Revenue for Legend Entries (Series), then Max, Bar. Then click Custom, enter 10.

    Select Topic for Horizontal (Category) Axis Labels. 

    pastedimage1604372607370v3.png    pastedimage1604372647090v5.png    pastedimage1604372681274v6.png

    pastedimage1604372751738v7.png

    Save the chart. Publish all customizations.

    Then in the Customizations, go to Dashboards, find Sales Activity Social Dashboard and edit it.

    pastedimage1604373125183v8.png

    Edit component for "Top Opportunities" chart, change the default chart to the new chart. 

    pastedimage1604373199520v9.png

    pastedimage1604373519220v10.png

    Save and publish.

    pastedimage1604373651751v11.png

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