Using a line chart dashboard component in Salesforce is a powerful feature that allows users to track and visualize trends in their business metrics over time. Essentially, line charts are graphs that show data points connected by a line, making it easy to track changes and identify patterns in data.
In Salesforce, dashboards are used to display important data in a visual format. Line chart components can be added to dashboards to display trends in data over time, making it easy to track progress toward goals and identify patterns in performance. For example, a line chart might show the number of leads generated over a period of time, allowing users to track their progress towards monthly or quarterly lead generation targets.
The benefits of using a line chart dashboard component in Salesforce are numerous. First, line charts provide a visually appealing way to track trends in business metrics, making it easy to identify patterns and changes in performance over time. Second, line charts allow users to easily monitor and analyze performance, providing valuable insights into how their business is performing. Third, line 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 line 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
The first thing you’ll need to do is head to dashboards.
To get here either click on the dashboards tab or search for it in the app launcher.
From dashboards click on the dashboard you wish to create this new component for.
Once in the dashboard, click edit.
Then click ‘+component’.
Then choose the source report.
Note the source report must have at least one grouping to be able to create a line chart component.
Once the source report is selected, choose the component type that kinda looks like mountain peaks.
Then change the properties of the component to make it how you envisioned.
Finally, click save and you have created a line chart component!
Conclusion
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