How is Cushion/Gap value calculated in the Performance dashboard of the Opportunities App?

The Cushion/Gap value of the Opportunities App is calculated based on the Sales Planning App’s quota.

The access level differs for superusers and non-superusers.

Performance Dashboard of Superusers

• In the Opportunities App, select the Performance dashboard from the left panel.

• The dashboard will come into view. Setup the filter as All.
• Here, the dashboard displays the Cushion Value of the Opportunities by calculating the individual quota of all the employees in the Sales Planning App.

Performance Dashboard of Non-Superusers

For Non-Superusers, the access limit depends on the Security Access Level configured in the Opportunities App.

Instance 1: When Security Access Level is configured as ‘All’

• Go to Settings → Security → Access Level. Check if the access level is configured as All for both View and Edit.

• Now, select the Performance dashboard from the Opportunities Home Page. Configure the Filter as All.

• The dashboard displays the Cushion value of the opportunities by calculating the individual quota of all the Employees in the Sales Planning App.

Instance 2: When Security Access Level is configured as ‘Employees’

• Go to Settings → Security → Access Level. Configure the access level as Employees only.

• Now, select the Performance dashboard from the Opportunities Home Page. Set the Filter as All.

• The dashboard displays the Gap value of the Opportunities by calculating the Organization quota of the logged-in user from the Sales Planning App.

Note: If an employee is added as an exception in the Security Access Level, then that user will be treated as a Superuser.

Related Links:

• What is a Performance Dashboard and how can it be configured?
• How do I set my Organisation Quota?
• How do I view quota set to my organization and to my team members?