Learn how to add a gauge chart to an existing Salesforce dashboard and adjust the chart's settings.
- [Instructor] Use the Gauge Chart to monitor progress…across a single measure, such as how much revenue…has been booked as compared to a team goal.…A Gauge Chart is quite similar in appearance…to the speedometer in a car.…Let's check it out.…We're starting at the Home tab and we'll go…to the App Finder here on the left-hand side,…then we'll click on Dashboards.…From here we'll click the Company Insights dashboard…and then we'll click here to edit the dashboard.…Let's go ahead and add a Gauge Chart…to show our sales team's…total potential sales opportunities.…
Let's click the Add Component button right here…and then we'll go ahead and select the Source Report.…And then we'll select…the Gauge Chart Component option right here.…Now let's scroll down and we'll go ahead…and adjust the segment ranges.…Let's enter the segment ranges, we'll put 400,000…in the first segment, 500,000 in the second,…then 600,000.…And finally, 700,000.…Notice how the Gauge Chart changes.…We can change the colors if we like,…you can click on the bar here and change the color…
Released
10/17/2017- Capturing quality data
- Working with dashboard folders
- Selecting different chart types
- Using dashboard filters
- Limiting data visibility with the Salesforce role hierarchy
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Video: Gauge charts