Salesforce Docs Portal

Model Hypothetical Scenarios by Using Parameter Inputs

Enter text, numbers, or dates into parameter widgets for lookup and modeling hypothetical scenarios. Dashboard calculations update instantly by using your custom values rather than just existing data.

Required Editions

View supported editions.

In this example, logistics managers can use manual date entries to perform "what-if" analysis on project timelines without altering live data. By manually inputting hypothetical ship date delays, the dashboard instantly recalculates downstream impacts and identifies potential bottlenecks.

  1. Create a parameter.
    1. Parameter Name: Shipping Delay
    2. Data Type: Date
    3. Parameter Type: Single Value
    4. Default Value: Today's date
  2. Create a calculated field for the parameter with the logic for evaluating the ship_date field.
  3. Open the dashboard and add a parameter widget.
  4. Click Add Parameter and select your parameter.
  5. Save and preview your dashboard.
  6. Test the parameter by using the date picker to view how date changes impact the dashboard.