---
schema_version: "1"
id: e48dcf45f7ae65cafc42235e695344da86bd9cc3e076f98acccc699c6778aec0
title: Dynamic Gauge Charts in Lightning Experience Dashboards
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/dashboards_lex_chart_gauge.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.dashboards_lex_chart_gauge.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 0fcf1bfba4040233e621a628089990225a63dfaf18f33695c683995e8e3567b1
description: A gauge chart shows how close you are to reaching a goal or target. The chart target is the maximum value in the chart. The chart measure is the current status or performance, as indicated by the pointer. The segment ranges green, yellow, and red correspond to excellent, fair, and poor performance.
products:
  - Cross Cloud
release: "264"
---
# Dynamic Gauge Charts in Lightning Experience Dashboards

A gauge chart shows how close you are to reaching a goal or target. The chart target is the maximum value in the chart. The chart measure is the current status or performance, as indicated by the pointer. The segment ranges green, yellow, and red correspond to excellent, fair, and poor performance.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Essentials</strong>, <strong>Group</strong> (View Only), <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d70577e80">User Permissions
            Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d70577e80 ">To create dashboards:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d70577e80 ">Run Reports AND Create and Customize Dashboards</td>

        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d70577e80 ">To edit and delete dashboards that you created:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d70577e80 ">Run Reports AND Create and Customize Dashboards</td>

        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d70577e80 ">To edit and delete dashboards that you created in public folders:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d70577e80 ">Edit My Dashboards</td>

        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d70577e80 ">To edit and delete dashboards that you didn’t create in public folders:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d70577e80 ">Manage Dashboards in Public Folders</td>

        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d70577e80 ">To create, edit, and delete dynamic dashboards:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d70577e80 ">Manage Dynamic Dashboards</td>

        </tr>
      </tbody>
    </table>

The dashboard builder supports two modes for creating gauge charts:

- In standard mode, you select a metric from the report (such as Sum of Amount) as the chart target, and then enter numeric values for the segment ranges.
- In dynamic mode, the chart target and chart measure are report measures and field values that respond dynamically to changes in business conditions and goals.

Before adding a dynamic dashboard gauge chart, make sure that your source report is set up for the data that you want to chart. Add the metric that you want to track, apply appropriate filters, and include at least one grouping.

Then set up these gauge properties in the dashboard’s Add Component window.

- Report metric: A metric that’s defined in the source report, such as Record Count or Sum of Amount.
- Field: The field value from a selected Salesforce object and record.

By default, the report metric is used as the chart measure (the pointer) and the field value is used as the chart target (the maximum value in the gauge).

For example, the chart measure for this chart is the annual contract value (ACV) for a company’s Singapore subsidiary, $150k. The chart target is the ACV for the overall business, $640k. To be in the green, excellent range, the subsidiary must account for at least 50% of the company’s total ACV. The actual performance is now in the red zone, so the team in Singapore has work to do. Because the chart is dynamic, any improvements in the Singapore team’s performance are automatically reflected in the chart.

![Dynamic gauge chart showing target of $640,000, pointer at $150,000, and segments marked at 25% and 50%](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/rd/rd_dashboards_gauge_example.png)

We created this chart using an Accounts report as the source. The report is grouped by Account Name with Sum of ACV added as a metric. The report is filtered to show only the Singapore subsidiary.

![Account Summary report filtered to show only data from the Singapore subsidiary](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/rd/rd_dashboards_gauge_source_report.png)

For the gauge chart setup, the chart measure is Sum of ACV (1). The chart target is the Account object (2), with the corporate account selected as the record (3) and ACV as the field (4).

![Edit Component window showing gauge chart settings with 4 numbered callouts](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/rd/rd_dashboards_gauge_measure_target_settings.png)

To complete the chart, we set the ranges for the red, yellow, and green segments as percentages of the target.

![Edit Component window showing settings for segment ranges](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/rd/rd_dashboards_gauge_segment_settings.png)

When the widget and dashboard are saved, everything’s set. As the ACV for the subsidiary and the overall business changes, the dashboard refreshes with the latest and greatest information.

Sometimes it makes more sense for the target to be a field value and the pointer value to be a report metric. No problem. To switch the chart target and chart measure settings, click **Swap**.

![Before and after view showing how the swap action switches the chart measure and chart target](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/rd/rd_dashboards_gauge_swap.png)

If you’re working with the User object, there’s even more flexibility. You can select a specific user, or you can source the data from the user who’s running the dashboard.

![User running the dashboard option for the User object](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/rd/rd_dashboards_gauge_running_user.png)

For successful dynamic gauge charts, keep these points in mind:

- Your source reports must be set up with the groupings, metrics, and filters that you want to reflect in the gauge charts.
- For standard gauge charts, the segment values are numbers. For a dynamic gauge chart, the segment values are percentages.