Using a metric dashboard component in Salesforce is a powerful feature that allows users to track and monitor key performance indicators (KPIs) and other important metrics. Essentially, metric charts provide a visual representation of data over time, making it easy to track performance trends and identify areas for improvement.
In Salesforce, dashboards are used to display important data in a visual format. Metric chart components can be added to dashboards to display data over time, making it easy to track progress towards goals and identify trends. For example, a metric chart might show the number of sales over a period of time, allowing users to track their progress towards monthly or quarterly sales targets.
The benefits of using a metric dashboard component in Salesforce are numerous. First, metric charts provide a visually appealing way to represent data, making it easier to track progress towards goals and identify trends. Second, metric charts allow users to easily monitor and analyze performance over time, providing valuable insights into how their business is performing. Third, metric 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 metric 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’ll need to do is head to dashboards.
To get there click on the dashboards tab or search for it in the app launcher.
Once in the dashboards tab click on the dashboard you wish to have this new component for.
Then click edit.
Next click ‘+ component’.
Then you will need to select a source report.
Once you have the source report click on the component type that has the ‘123’ in the preview’
This is the metric component.
Now that you have this component change any properties to make it how you desire.
Finally, click save and you have created the new component!
Conclusion
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