Learn how to add a metric chart to an existing Salesforce dashboard and adjust the chart's settings.
- [Instructor] Use a metric chart when you have…one key value to display.…We'll use the metric component to compare and provide…a color cue to show the total number of active…business opportunities as compared to our company's goals.…We'll start from the home tab and then we'll click on…the app finder, and then we'll click on dashboards here,…and we'll pull up the company insights dashboard.…From here, we'll click edit.…Let's go ahead and add a component, we'll click on the add…component button, then we'll select an underlying report.…
We'll use the metric chart report that I've made already,…which is right here, and then we'll click select.…And then we'll select this choice right here…to bring up a metric chart.…Now we'll go ahead and change the segment range.…Our company's goal is to have between 90 and 100…open business opportunities, so we'll change the segment…range numbers to 90 and 100.…The preview changed from green to red.…Red means we're not meeting our goal.…
We can click on the color bars to change their coloring.…
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: Metric charts