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Dashboard Component Types
Dashboard components can be charts, tables, gauges, metrics, or other components that you can create with VisualForce.
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 |
| Component Type | Image | Description |
|---|---|---|
| Chart |
|
Use a chart when you want to show data graphically. You can choose from a variety of chart types. |
| Gauge |
|
Use a gauge when you have a single value that you want to show within a range of custom values. For example, to create a dashboard that measures where your current closed opportunity amounts fall within a range of values, set the Minimum Value, Breakpoint #1 Value, Breakpoint #2 Value, and Maximum Value for the gauge. The ranges that you set can indicate poor, acceptable, and good performance. Set appropriate colors for each of these ranges to visually indicate progress. To create a gauge with only two ranges, leave Breakpoint #2 Value blank. Select Show Percentage or Show Total to display those values on the gauge. Values exceeding the maximum are shown as greater than 100%. |
| Metric |
|
Use a metric when you have one key value to display. For example, if you have a report showing the total amount for all opportunities in the Closed, Commit, and Base Case stages in the current month, you can name that value and use it as a revenue target for the month displayed on the dashboard. |
| Table |
|
Use a table to show a set of report data in column form. For example, to see the top 20 opportunities by amount, set Maximum Values Displayed to 20. Then click Customize Table and select opportunity name, amount, and other columns to display, choose the sort order, and set conditional highlighting. Available columns include all chart groupings and report summary fields, as well as the second-level grouping defined in the report. |
| Visualforce Page | N/A | Use a Visualforce page when you want to create a custom component or show information not available in another component type. For example, a Visualforce page can display data from an external system or show Salesforce data in a custom way. Visualforce pages must meet certain requirements to be displayed in dashboards; otherwise, they don't appear in the Visualforce Page dropdown list. See Create Visualforce Dashboard Components in the Visualforce Developer Guide. Visualforce pages are available only in Salesforce Classic and aren’t available when third-party cookies are disabled. See Visualforce Limitations in Salesforce Classic When Third-Party Cookies are Blocked. |
| Custom S-Control | N/A | Custom s-controls can contain any type of content that you can display in a browser. Examples include a Java applet, an Active-X control, an Excel file, or a custom HTML Web form. |
