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Formatting Settings for Dashboard Metric Components
A metric component displays one value at a point in time. Use color to help users make sense of the data in the metric component.
Required Editions
| Available in: Salesforce Classic |
| Available in: Group (View Only), Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To create dashboards: | Run Reports AND Create and Customize Dashboards |
| To edit and delete dashboards that you created: | Run Reports AND Create and Customize Dashboards |
| To edit and delete dashboards that you created in public folders: | Edit My Dashboards |
| To edit and delete dashboards that you didn’t create in public folders: | Manage Dashboards in Public Folders |
| To create, edit, and delete dynamic dashboards: | Manage Dynamic Dashboards |
Optionally, set conditional highlighting by defining up to three value ranges and colors. You must set highlighting to follow a component and receive alerts in your Chatter feed when the value crosses a threshold.
Note
- Enter metric labels directly on components by clicking the empty text field next to the grand total.
- Metric components placed directly above and below each other in a dashboard column are displayed together as a single component.
- If you don't define breakpoint values or if you leave them blank, alerts won't be sent for the component.
| Setting | Description |
|---|---|
| Low Range Color | Select a color to represent the low range, up to the first breakpoint. |
| Breakpoint 1 | The value that separates the low and middle range colors on the dashboard. |
| Middle Range Color | Select a color to represent the middle range, between the first and second breakpoints. |
| Breakpoint 2 | The value that separates the middle and high range colors on the dashboard. |
| High Range Color | Select a color to represent the high range, beyond the second breakpoint. |
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