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team owned opportunities not showing on Dashboard chart

    Question

  • We are on CRM 2011 Rollup 6

    While the opportunities owned by a team show in the view, even when we drill down on the dashboard, but the initial chart for the associated business unit does not show the opportunity, and the drill down chart shows it as business unit <blank>.

    Is this an issue with rollup 6 or is there a configuration item I am missing?

    Thank You


    • Edited by malobk Wednesday, December 18, 2013 2:18 PM
    Wednesday, December 18, 2013 2:17 PM

Answers

  • Because the chart is based on Business Unit (Owning User) and not Business Unit (Owning Team) which is a different entity. Both cannot be added via the GUI or an update to the XML. A seperate chart is required.
    • Marked as answer by malobk Wednesday, December 18, 2013 6:24 PM
    Wednesday, December 18, 2013 6:24 PM

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