Edit and Customize Lightning Experience Dashboard Widgets

Bar Charts

Use

A bar chart shows values as horizontal lengths, so this format can be good for comparing distance or time. Use a bar chart when you have a summary report with a single grouping, or you only want to display one grouping.

For example, to see the amount in each sales stage in a report, select Sum of Amount as the X-axis and Stage as the Y-axis. The chart displays 1 bar for each stage, with the length proportional to the total opportunity amount.

Properties

• Use chart settings from report – Display the source report’s chart. To customize the chart, either deselect Use chart settings from report or edit the report chart.
• Y-Axis and X-Axis – Choose a group (horizontal bar charts) or a measure (vertical bar chart) to display on each axis. If applicable, click + Group or + Measure to chart more groups or measures.
• Display Units – Choose how to display values. Shortened Number automatically chooses a unit appropriate for your data and abbreviates it. Shorten numbers to display approximations that take up less space (for example, 1,876 becomes 1.9k), or view the full number for to-the-digit accuracy. Full Number displays the actual values. Other options are Hundreds, Thousands, Millions, Billions, and Trillions. Choose what makes most sense for your data.
• Show Values – Specify whether chart segments display values, or not.
• Show Chatter Photos (Horizontal bar charts only) – Choose whether to display Chatter photos, or not. Table must be grouped by a user or group name field, such as Opportunity Owner.
• Y-Axis Range or X-Axis – Set the axis range. To let Salesforce automatically set axis range, select Automatic. To set your own range, select Customize and then enter the range limits in Min and Max.
• Decimal Places – Choose how many decimal places appear on numbers. To let Salesforce automatically set how many decimal places appear, select Automatic. To set your own, choose a number from 0 through 5.
• Sort By – Choose how to sort groups or measures displayed in the bar chart. Click the arrow icon to change sort direction between ascending () and descending ().
• Then Sort By – If applicable, choose how to sort second-level groups or measures displayed in the bar chart. Click the arrow icon to change sort direction between ascending () and descending ().
• Custom Link – Link from a dashboard widget to a Salesforce Record or another website. For more information, see Link a Dashboard Component to a Website or Salesforce Record in Salesforce Help.
• Max Values Displayed – Specify how many groups display in the bar chart.
• Title – Give the chart a title.
• Subtitle – Give the chart a subtitle.
• Footer – Give the chart a footer.
• Component Theme – Choose a Light or a Dark theme. Customize chart colors from the dashboard properties menu. Individual widgets support unique themes, but colors are only customizable from the dashboard properties menu.

Stacked Bar Charts

Use

Use a stacked bar chart when you have multiple groupings and are interested in the proportions between values in each grouping and each grouping's total.

For example, compare the status of leads by campaign, and also to compare the totals for each status. Set record count as the X-axis, status as the Y-axis, and campaign as the Stack By value. The chart displays a single bar for each status, broken down by campaign, with each campaign shown in a different color.

Properties

• Use chart settings from report – Display the source report’s chart. To customize the chart, either deselect Use chart settings from report or edit the report chart.
• Y-Axis and X-Axis– Choose a group (horizontal bar charts) or a measure (vertical bar chart) to display on each axis. If applicable, click + Group or + Measure to chart more groups or measures.
• Stack By – Choose which group to stack by.
• Display Units – Choose how to display values. Shortened Number automatically chooses a unit appropriate for your data and abbreviates it. Shorten numbers to display approximations that take up less space (for example, 1,876 becomes 1.9k), or view the full number for to-the-digit accuracy. Full Number displays the actual values. Other options are Hundreds, Thousands, Millions, Billions, and Trillions. Choose what makes most sense for your data.
• Stack to 100% – Specify whether to stack the bar chart to 100%, or not.

  Stack to 100% when you have multiple groupings and are interested in the proportions between values in each grouping and each grouping's total.

• Y-Axis Range or X-Axis – Set the axis range. To let Salesforce automatically set axis range, select Automatic. To set your own range, select Customize and then enter the range limits in Min and Max.
• Decimal Places – Choose how many decimal places appear on numbers. To let Salesforce automatically set how many decimal places appear, select Automatic. To set your own, choose a number from 0 through 5.
• Sort By – Choose how to sort groups or measures displayed in the bar chart. Click the arrow icon to change sort direction between ascending () and descending ().
• Then Sort By – If applicable, choose how to sort second-level groups or measures displayed in the bar chart. Click the arrow icon to change sort direction between ascending () and descending ().
• Custom Link – Link from a dashboard widget to a Salesforce Record or another website. For more information, see Link a Dashboard Widget to a Website or Salesforce Record in Salesforce Help.
• Max Values Displayed – Specify how many groups display in the bar chart.
• Title – Give the chart a title.
• Subtitle – Give the chart a subtitle.
• Footer – Give the chart a footer.
• Component Theme – Choose a Light or a Dark theme. Customize chart colors from the dashboard properties menu. Individual widgets support unique themes, but colors are only customizable from the dashboard properties menu.

Line Charts

Use

Line charts are good for showing changes in the value of an item over a series of points in time, such as week to week. Use a line chart when you have one important grouping representing an ordered set of data and one value to show.

Line charts are useful for showing data over time. For example, to see the numbers of leads created each month in a report, set record count as the Y-axis and created month for the X-axis. The chart displays a line connecting the record count totals for each month. Salesforce doesn't plot missing (null) values.

Properties

• Use chart settings from report – Display the source report’s chart. To customize the chart, either deselect Use chart settings from report or edit the report chart.
• X-Axis – Choose a group to display on the x-axis. If applicable, click + Group to chart another group.
• Y-Axis – Choose a measure to display on the y-axis. If applicable, click + Measure to chart another measure.
• Cumulative – Specify whether the line chart is cumulative, or not.

  Use a cumulative line chart when you have one important grouping representing an ordered set of data and one value to show, summed over time.

  For example, see the total number of closed opportunities by day for each of the last three months. Set amount as the Y-axis, closing day as the X-axis, and closing month as the Group value. The chart displays a line for each month, with the line’s height representing the cumulative number of closed opportunities up to and including that day.

• Display Units – Choose how to display values. Shortened Number automatically chooses a unit appropriate for your data and abbreviates it. Shorten numbers to display approximations that take up less space (for example, 1,876 becomes 1.9k), or view the full number for to-the-digit accuracy. Full Number displays the actual values. Other options are Hundreds, Thousands, Millions, Billions, and Trillions. Choose what makes most sense for your data.
• Y-Axis Range – Set the axis range. To let Salesforce automatically set axis range, select Automatic. To set your own range, select Customize and then enter the range limits in Min and Max.
• Decimal Places – Choose how many decimal places appear on numbers. To let Salesforce automatically set how many decimal places appear, select Automatic. To set your own, choose a number from 0 through 5.
• Show Values – Specify whether points on the line display values, or not.
• Sort By – Choose how to sort groups or measures displayed in the bar chart. Click the arrow icon to change sort direction between ascending () and descending ().
• Then Sort By – If applicable, choose how to sort second-level groups or measures displayed in the bar chart. Click the arrow icon to change sort direction between ascending () and descending ().
• Custom Link – Link from a dashboard widget to a Salesforce Record or another website. For more information, see Link a Dashboard Widget to a Website or Salesforce Record in Salesforce Help.
• Max Values Displayed – Specify how many groups display in the line chart.
• Title – Give the chart a title.
• Subtitle – Give the chart a subtitle.
• Footer – Give the chart a footer.
• Component Theme – Choose a Light or a Dark theme. Customize chart colors from the dashboard properties menu. Individual widgets support unique themes, but colors are only customizable from the dashboard properties menu.

Donut Charts

Use

Use a donut chart when you have multiple groupings and want to show both the proportion of a single value for each grouping against the total, and the total amount itself.

For example, see the breakdown of your case queue by case status in a report, and the total number of cases. Set record count for Value and status for Sliced By. The chart displays a donut made up of wedges, each wedge representing a case status. Wedge size is proportional to the numbers of cases. The total number of cases for all statuses is shown in the middle.

Properties

• Use chart settings from report – Display the source report’s chart. To customize the chart, either deselect Use chart settings from report or edit the report chart.
• Value – Choose a measure to display on the donut chart.
• Sliced By – Choose a group to slice the donut by.
• Display Units – Choose how to display values. Shortened Number automatically chooses a unit appropriate for your data and abbreviates it. Shorten numbers to display approximations that take up less space (for example, 1,876 becomes 1.9k), or view the full number for to-the-digit accuracy. Full Number displays the actual values. Other options are Hundreds, Thousands, Millions, Billions, and Trillions. Choose what makes most sense for your data.
• Show Values – Show values on each donut group (slice). Each value is representative of a summary value, like average or record count, for the group.
• Show Percentages – Show percentages on each donut group (slice).
• Combine Small Groups into “Others” – Show each group (slice) that represents 3% or less of the total as a new group called “Others”.
• Show Total – Display a total in the center of the donut chart.
• Decimal Places – Choose how many decimal places appear on numbers. To let Salesforce automatically set how many decimal places appear, select Automatic. To set your own, choose a number from 0 through 5.
• Label Groups – Specify whether to label sliced wedges with values, percentages, or no labels.
• Sort By – Choose how to sort groups or measures displayed in the bar chart. Click the arrow icon to change sort direction between ascending () and descending ().
• Custom Link – Link from a dashboard widget to a Salesforce Record or another website. For more information, see Link a Dashboard Widget to a Website or Salesforce Record in Salesforce Help.
• Max Values Displayed – Specify how many groups display in the donut chart.
• Title – Give the chart a title.
• Subtitle – Give the chart a subtitle.
• Footer – Give the chart a footer.
• Component Theme – Choose a Light or a Dark theme. Customize chart colors from the dashboard properties menu. Individual widgets support unique themes, but colors are only customizable from the dashboard properties menu.

Funnel Charts

Use

Use a funnel chart when you have multiple groupings in an ordered set and want to show the proportions among them.

For example, to see the number of opportunities in each stage in a report, set amount for Value and stage for Color By. Since the Opportunity: Stage field is an ordered picklist, the stages are sorted in the same order as the picklist. Funnel charts are useful for showing the flow of opportunities through the stages; a substantially larger segment can indicate a bottle-neck at that stage.

Properties

• Use chart settings from report – Display the source report’s chart. To customize the chart, either deselect Use chart settings from report or edit the report chart.
• Value – Choose a measure to display on the funnel chart.
• Display Units – Choose how to display values. Shortened Number automatically chooses a unit appropriate for your data and abbreviates it. Shorten numbers to display approximations that take up less space (for example, 1,876 becomes 1.9k), or view the full number for to-the-digit accuracy. Full Number displays the actual values. Other options are Hundreds, Thousands, Millions, Billions, and Trillions. Choose what makes most sense for your data.
• Color By – Choose a group to display in the funnel chart.
• Label Groups – Specify whether to label sliced wedges with values, percentages, or no labels.
• Show Values – Specify whether chart segments display values, or not.
• Show Percentages – Specify whether chart segments display percentages, or not.
• Combine Small Groups into “Others” – Show each group (slice) that represents 3% or less of the total as a new group called “Others”.
• Decimal Places – Choose how many decimal places appear on numbers. To let Salesforce automatically set how many decimal places appear, select Automatic. To set your own, choose a number from 0 through 5.
• Sort By – Choose how to sort groups or measures displayed in the bar chart. Click the arrow icon to change sort direction between ascending () and descending ().
• Custom Link – Link from a dashboard widget to a Salesforce Record or another website. For more information, see Link a Dashboard Widget to a Website or Salesforce Record in Salesforce Help.
• Max Values Displayed – Specify how many groups display in the funnel chart.
• Title – Give the chart a title.
• Subtitle – Give the chart a subtitle.
• Footer – Give the chart a footer.
• Component Theme – Choose a Light or a Dark theme. Customize chart colors from the dashboard properties menu. Individual widgets support unique themes, but colors are only customizable from the dashboard properties menu.

Scatter Charts

Use

Use scatter charts to show meaningful information using one or two groups of report data plus measures.

For example, see how stage duration correlates with the number of activities for opportunities. Group your report by Opportunity Name. Then set X-Axis on the chart to Record Count and Y-Axis to Stage Duration. The chart shows a dot for each opportunity. At a glance, you can tell if the stage duration is shorter for opportunities that have more activities.

Properties

• Use chart settings from report – Display the source report’s chart. To customize the chart, either deselect Use chart settings from report or edit the report chart.
• X-Axis – Choose a measure for the x-axis.
• Y-Axis – Choose a measure for the y-axis.
• Detail – Choose a group to plot on the scatter chart.
• Decimal Places – Choose how many decimal places appear on numbers. To let Salesforce automatically set how many decimal places appear, select Automatic. To set your own, choose a number from 0 through 5.
• Display Units – Choose how to display values. Shortened Number automatically chooses a unit appropriate for your data and abbreviates it. Shorten numbers to display approximations that take up less space (for example, 1,876 becomes 1.9k), or view the full number for to-the-digit accuracy. Full Number displays the actual values. Other options are Hundreds, Thousands, Millions, Billions, and Trillions. Choose what makes most sense for your data.
• Add – Choose a second group to plot on the scatter chart.
• Sort By – Choose how to sort groups or measures displayed in the bar chart. Click the arrow icon to change sort direction between ascending () and descending ().
• Then Sort By – If applicable, choose how to sort second-level groups or measures displayed in the bar chart. Click the arrow icon to change sort direction between ascending () and descending ().
• Custom Link – Link from a dashboard widget to a Salesforce Record or another website. For more information, see Link a Dashboard Widget to a Website or Salesforce Record in Salesforce Help.
• Max Values Displayed – Specify how many groups display in the scatter chart.
• Title – Give the chart a title.
• Subtitle – Give the chart a subtitle.
• Footer – Give the chart a footer.
• Component Theme – Choose a Light or a Dark theme. Customize chart colors from the dashboard properties menu. Individual widgets support unique themes, but colors are only customizable from the dashboard properties menu.

Gauge Charts

Use

A gauge is used to see how far you are from reaching a goal. It displays a single value, such as closed deals.

For example, use a gauge to see how close you’re to meeting your target revenue.

Properties

• Use chart settings from report – Display the source report’s chart. To customize the chart, either deselect Use chart settings from report or edit the report chart.
• Measure – Choose a measure for the gauge chart.
• Display Units – Choose how to display values. Shortened Number automatically chooses a unit appropriate for your data and abbreviates it. Shorten numbers to display approximations that take up less space (for example, 1,876 becomes 1.9k), or view the full number for to-the-digit accuracy. Full Number displays the actual values. Other options are Hundreds, Thousands, Millions, Billions, and Trillions. Choose what makes most sense for your data.
• Shorten Number – Choose whether to shorten numbers, or not.

  Shorten numbers to display approximations that take up less space (for example, 1,876 becomes 1.9k), or view the full number for to-the-digit accuracy.

• Show Range – Choose whether to show or hide a range.
• Decimal Places – Choose how many decimal places appear on numbers. To let Salesforce automatically set how many decimal places appear, select Automatic. To set your own, choose a number from 0 through 5.
• Segment Ranges – Choose breakpoints and colors for segments on the gauge.
• Custom Link – Link from a dashboard widget to a Salesforce Record or another website. For more information, see Link a Dashboard Widget to a Website or Salesforce Record in Salesforce Help.
• Title – Give the chart a title.
• Subtitle – Give the chart a subtitle.
• Footer – Give the chart a footer.
• Component Theme – Choose a Light or a Dark theme. Customize chart colors from the dashboard properties menu. Individual widgets support unique themes, but colors are only customizable from the dashboard properties menu.

Metric Components

Use

Use a metric when you have one key value to display.

For example, show the total number of customer support cases filed today.

Properties

• Use chart settings from report – Display the source report’s chart. To customize the chart, either deselect Use chart settings from report or edit the report chart.
• Measure – Choose a measure for the metric chart.
• Display Units – Choose how to display values. Shortened Number automatically chooses a unit appropriate for your data and abbreviates it. Shorten numbers to display approximations that take up less space (for example, 1,876 becomes 1.9k), or view the full number for to-the-digit accuracy. Full Number displays the actual values. Other options are Hundreds, Thousands, Millions, Billions, and Trillions. Choose what makes most sense for your data.
• Shorten Number – Choose whether to shorten numbers, or not.

  Shorten numbers to display approximations that take up less space (for example, 1,876 becomes 1.9k), or view the full number for to-the-digit accuracy.

• Show Range – Choose whether to show or hide a range.
• Segment Ranges – Choose breakpoints and colors for segments on the component.
• Decimal Places – Choose how many decimal places appear on numbers. To let Salesforce automatically set how many decimal places appear, select Automatic. To set your own, choose a number from 0 through 5.
• Custom Link – Link from a dashboard widget to a Salesforce Record or another website. For more information, see Link a Dashboard Widget to a Website or Salesforce Record in Salesforce Help.
• Title – Give the component a title.
• Subtitle – Give the component a subtitle.
• Footer – Give the component a footer.
• Component Theme – Choose a Light or a Dark theme. Customize chart colors from the dashboard properties menu. Individual widgets support unique themes, but colors are only customizable from the dashboard properties menu.

Lightning Dashboard Table

Use

Show up to 200 records and 10 columns and from any field in a source report’s report type. The available fields in a Lightning dashboard table come from the source report’s report type, so you can show fields as columns in Lightning dashboard tables that aren’t included as columns in the source report.

Lightning tables aren’t available in Salesforce Classic. You can’t add them from the Classic dashboard builder, nor can you see them when you view a dashboard in Salesforce Classic.

If a dashboard hasn’t been refreshed for 7 days, then Lightning dashboard tables display no data. Instead, they prompt dashboard viewers to refresh the dashboard. After refreshing the dashboard the Lightning dashboard table shows data as normal.

Properties

• Use chart settings from report – Display the source report’s chart. To customize the chart, either deselect Use chart settings from report or edit the report chart.
• Columns – Choose columns from fields in the source report’s report type. To add a column, search for it and select it from the Add column field.

  To reorder columns, drag them up or down. The top columns appear on the left-hand side of the table, and the bottom columns appear on the right.

  To remove a column, find it in the Columns list and click . To remove all columns, click .

• Sort By – Choose how to sort groups or measures displayed in the bar chart. Click the arrow icon to change sort direction between ascending () and descending ().
• Then Sort By – If applicable, choose how to sort second-level groups or measures displayed in the bar chart. Click the arrow icon to change sort direction between ascending () and descending ().
• Display Units – Choose how to display values. Shortened Number automatically chooses a unit appropriate for your data and abbreviates it. Shorten numbers to display approximations that take up less space (for example, 1,876 becomes 1.9k), or view the full number for to-the-digit accuracy. Full Number displays the actual values. Other options are Hundreds, Thousands, Millions, Billions, and Trillions. Choose what makes most sense for your data.
• Show Chatter Photos – Choose whether to display Chatter photos, or not. Table must be grouped by a user or group name field, such as Opportunity Owner.
• Show Total – For numeric columns, Display the sum of all rows in the table.
• Show Subtotal – Available when tables have at least two groups. Show subtotals of first-level groups.
• Add Conditional Highlighting – Highlight values in the table based on breakpoints and colors set in segment ranges. Click each color to customize it.
• Decimal Places – Choose how many decimal places appear on numbers. To let Salesforce automatically set how many decimal places appear, select Automatic. To set your own, choose a number from 0 through 5.
• Max Values Displayed – Specify how many groups display in the table.
• Title – Give the table a title.
• Subtitle – Give the table a subtitle.
• Footer – Give the table a footer.
• Component Theme – Choose a Light or a Dark theme. Customize chart colors from the dashboard properties menu. Individual widgets support unique themes, but colors are only customizable from the dashboard properties menu.

Rich Text

Use

Use text widgets to help viewers navigate and understand your dashboards. Add section titles, provide annotations for charts and tables, and include narrative text for background and context.

Properties

• Rich text controls – Set the font color, size, treatment, and alignment.

Images

Use

Spice up your dashboards with images and animated gifs. Add logos for instant recognition, arrows that draw the viewer’s eye to key elements, and flow diagrams for greater insight.

Properties

• Scale – Choose how to scale the image. Original maintains the image’s original size. Stretch adjusts the dimensions to match the widget’s aspect ratio. Fit width resizes the image to fit the widget’s width without modifying the aspect ratio. If the uploaded image is smaller than the widget area, Tile fills the widget with multiple copies of the image.
• Tooltip - Enter text that briefly describes the image to the user.

• Alternate text - For accessibility, enter text that describes the image for a screen reader.