Salesforce Dashboard Components for Performance Measurement

Correct Answer: B

Use a gauge when you have a single value that you want to show within a range of custom values.

Use gauge charts to track progress along with a single measure, such as how much revenue has been realized versus the target.

Option A is incorrect because through a chart you can show data in reports and dashboards in the form of bars, columns, lines, shapes or other elements.

Option C is incorrect because a metric component displays a single value in a dashboard; just the value and its title.

Option D is incorrect because you can show report data in tables to help readers scan for data easily, try hiding details and ranges, limiting the number of results shown, and highlighting with color.

You can also show your table in a dashboard component.

Reference:

The component type that would allow the Salesforce Admin to achieve this is a Gauge.

A Gauge component is used to display a single value within a range of values. The gauge visually represents the value as a needle on a dial that moves along a scale. The scale is divided into ranges, which are represented by different colors. The gauge component is commonly used to display Key Performance Indicators (KPIs) and metrics.

In this scenario, the Salesforce Admin wants to measure where the current closed opportunities amounts fall within the range of values, indicating poor, acceptable, and good performance. Therefore, he needs to set up a gauge component with different ranges represented by different colors.

To achieve this, the Salesforce Admin would need to set up the Minimum Value, Breakpoint #1 Value, Breakpoint #2 Value, and Maximum Value, which will define the ranges and their corresponding colors. For example, if the minimum value is $0, the breakpoint #1 value is $10,000, breakpoint #2 value is $50,000, and the maximum value is $100,000, then the ranges could be defined as follows:

• Poor performance: $0 - $10,000 (represented by the color red)
• Acceptable performance: $10,000 - $50,000 (represented by the color yellow)
• Good performance: $50,000 - $100,000 (represented by the color green)

Once the gauge component is set up with the appropriate ranges and colors, it can be added to the dashboard to display the current closed opportunities amounts and their corresponding performance level.

In summary, the Salesforce Admin can achieve the desired result by using a Gauge component to display the current closed opportunities amounts within different ranges of values, each with a corresponding color to indicate the performance level.