Add Number Widgets to Include Key Metrics

Key metrics help you track critical measurements of your business. For example, you can show the total number of open cases or total opportunity amount for the last quarter or the northern region.

1. Drag the number widget to the dashboard canvas.
2. To open the wizard, click the button inside the widget.
   One of the following screens appears.

   • The Choose Data screen appears, showing the most recently used datasets first. Select the dataset in the Create Query tab or select an existing query in the Use Existing Query tab.
     
   • The lens appears, showing a bar chart with the Count of Rows measure. CRM Analytics selects the dataset that you used to create the previous query. To use a different dataset or an existing query, click Back.
     
3. In the lens, click Untitled Query and enter the query label.
   CRM Analytics creates the query ID from the label. After you create the query, you can’t change the query ID. CRM Analytics refers to queries by their ID so dashboards don’t break if you change the labels.
4. To add a measure, click + under the Bar Length field.
   The Count of Rows measure shows, by default. To change a measure, click the measure and then choose a new one.
5. To sort, reorder, or delete a measure, click the down arrow to the right of the measure and select the option.
   
   Alternatively, to quick sort on a measure, click the measure’s field header. Quick sort isn’t available for charts with these underlying queries:

   • When the compact-form query has interactions present on the sort order
   • When the SAQL query contains union statements or interactions
   • When the query is in PIGQL
6. To add a filter, select Filters, click + under Filters, and then select the field to filter by.
   You can add multiple filters.
   
7. To delete the filter, click .
8. Click Done.
   Behind the scenes, CRM Analytics created a query based on what you configured in the lens. CRM Analytics adds the query to the query panel, making it available for use by other widgets in the dashboard. In addition, the widget shows the calculated measure.
9. To change the widget and query properties, select the widget.

   The Widget panel groups the widget properties into sections. So that you don’t accidentally overlook any properties, expand any collapsed sections.

   

   For example, to shorten the number that appears in the widget, select Shorten number in the widget properties. Check out the unit symbols for shortened numbers.

   Symbol	Unit	Example
   K	Thousand (10^3)	4K = 4,000
   M	Million (10^6)	4M = 4,000,000
   B	Billion (10^9)	4B = 4,000,000,000
   T	Trillion (10^12)	4T = 4,000,000,000,000
   P	Quadrillion (10^15)	4P = 4,000,000,000,000,000
   X	Quintillion (10^18)	4X= 4,000,000,000,000,000,000
   Z	Sextillion (10^21)	4Z = 4,000,000,000,000,000,000,000
   Y	Septillion (10^24)	4Y = 4,000,000,000,000,000,000,000,000
   m	Thousandth (10^-3)	4m = 0.004
   μ	Millionth (10^-6)	4μ = 0.000004
   n	Billionth (10^-9)	4n = 0.000000004
   p	Trillionth (10^-12)	4p = 0.000000000004
   f	Quadrillionth (10^-15)	4f = 0.000000000000004
   a	Quintillionth (10^-18)	4a = 0.000000000000000004
   z	Sextillionth (10^-21)	4z = 0.000000000000000000004
   y	Septillionth (10^-24)	4y = 0.000000000000000000000004

10. To customize the appearance of the widget, set the widget properties.
    When you set a property, the widget immediately shows the effects of your change.
11. To show and set the query properties, click Query in the right panel.
12. To preview your changes to the dashboard, click the Preview button.
13. Save the dashboard.