Using a donut chart dashboard component in Salesforce is a powerful feature that allows users to visualize data in a way that is more intuitive and user-friendly. Essentially, donut charts are circular charts that are divided into segments, each representing a different data point or category. Donut chart dashboard components provide a visually appealing and easy-to-understand way to represent data, making it easier to identify trends and patterns.
In Salesforce, dashboards are used to display key performance indicators (KPIs) and other important data in a visual format. Donut chart components can be added to dashboards to display data in a way that is easy to understand and interpret. For example, a donut chart might show the breakdown of sales by product category, with each segment representing a different product category.
The benefits of using a donut chart dashboard component in Salesforce are numerous. First, donut charts provide a visually appealing way to represent data, making it easier to identify trends and patterns. Second, donut charts can provide a more intuitive way to understand complex data, as they can be quickly and easily interpreted without the need for extensive analysis. Third, donut chart dashboard components can be customized to match the specific needs of the user or team, allowing them to create a view that is tailored to their workflow and processes.
Youtube Video
With that being said, I want to mention we have a video on how to create a donut chart component. This is on the Salesforce Emily youtube channel.
The tutorial is embedded, keep scrolling to see the step-by-step tutorial!
Step-by-Step Tutorial
First, you will need to head to the dashboard section of salesforce.
To do this click on the dashboards tab or search for it in the app launcher.
Once in dashboards click on the dashboard you wish to create the donut chart for.
From there click on ‘edit’
Then click on ‘+ component’.
Then click on the source report you wish to use.
Note this source report must have at least one grouping to be able to have this component.
Then it will show you the different components. Select the one with the circle.
It will change your data to a donut chart.
Then change any properties to match how you would like the chart to look!
Conclusion
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