Performance:
The Performance Report shows people, organizations, or opportunities added to a list over a selected time period. See how many deals your team has closed over time and compare performance over time.
By default, there will be a list with preset filters set to show deals with a status of "Won" over the past month. Changing presets will remove/apply filters; you can adjust these by hovering over "# of active filters" to see applied filters.
To customize your view, Select a list and toggle between different views by filtering Close Date to a time period, and View by Days, Weeks, Months, Quarters, Years. Group by additional fields (similar to how you can on List Summary reports today) to segment your data by owner, industry, and more.
To view relevant data for the graph, go to that list (Example here: Deals List), and the filters will still be applied.
Performance last month by owner:
Filter by various Owners to further enhance this view and help your team keep track of their Opportunities.
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