[{"data":1,"prerenderedAt":478},["ShallowReactive",2],{"navigation":3,"page-\u002Fen\u002Fdesigning-dashboards\u002Fkpi-micro-charts":250,"\u002Fen\u002Fdesigning-dashboards\u002Fkpi-micro-charts-surround":472,"comments-\u002Fen\u002Fdesigning-dashboards\u002Fkpi-micro-charts":477},[4],{"title":5,"path":6,"stem":7,"children":8,"page":249},"En","\u002Fen","en",[9,53,87,129,163,200,242],{"title":10,"path":11,"stem":12,"children":13,"icon":52},"CRM Analytics Foundations","\u002Fen\u002Ffoundations","en\u002F1.foundations\u002F1.index",[14,16,20,24,28,32,36,40,44,48],{"title":15,"path":11,"stem":12},"Welcome & Dev Org",{"title":17,"path":18,"stem":19},"Graded Quiz","\u002Fen\u002Ffoundations\u002Fquiz","en\u002F1.foundations\u002F10.quiz",{"title":21,"path":22,"stem":23},"What Is CRM Analytics?","\u002Fen\u002Ffoundations\u002Fwhat-is-crm-analytics","en\u002F1.foundations\u002F2.what-is-crm-analytics",{"title":25,"path":26,"stem":27},"Architecture","\u002Fen\u002Ffoundations\u002Farchitecture-and-data-flow","en\u002F1.foundations\u002F3.architecture-and-data-flow",{"title":29,"path":30,"stem":31},"The Data Layer","\u002Fen\u002Ffoundations\u002Fthe-data-layer","en\u002F1.foundations\u002F4.the-data-layer",{"title":33,"path":34,"stem":35},"The Design Layer","\u002Fen\u002Ffoundations\u002Fthe-design-layer","en\u002F1.foundations\u002F5.the-design-layer",{"title":37,"path":38,"stem":39},"The Intelligence Layer","\u002Fen\u002Ffoundations\u002Fthe-intelligence-layer","en\u002F1.foundations\u002F6.the-intelligence-layer",{"title":41,"path":42,"stem":43},"Hands-On Tour","\u002Fen\u002Ffoundations\u002Fhands-on-tour","en\u002F1.foundations\u002F7.hands-on-tour",{"title":45,"path":46,"stem":47},"Six Adoption Steps","\u002Fen\u002Ffoundations\u002Fsix-steps-and-interview-prep","en\u002F1.foundations\u002F8.six-steps-and-interview-prep",{"title":49,"path":50,"stem":51},"Interview Questions","\u002Fen\u002Ffoundations\u002Finterview-questions","en\u002F1.foundations\u002F9.interview-questions","i-lucide-compass",{"title":54,"path":55,"stem":56,"children":57,"icon":86},"Setup & User Provisioning","\u002Fen\u002Fsetup","en\u002F2.setup\u002F1.index",[58,60,64,68,72,76,80,83],{"title":59,"path":55,"stem":56},"Provisioning Users",{"title":61,"path":62,"stem":63},"Licenses & Permissions","\u002Fen\u002Fsetup\u002Flicenses-and-permission-sets","en\u002F2.setup\u002F2.licenses-and-permission-sets",{"title":65,"path":66,"stem":67},"Integration User","\u002Fen\u002Fsetup\u002Fthe-integration-user","en\u002F2.setup\u002F3.the-integration-user",{"title":69,"path":70,"stem":71},"Security User","\u002Fen\u002Fsetup\u002Fthe-security-user","en\u002F2.setup\u002F4.the-security-user",{"title":73,"path":74,"stem":75},"Analytics Settings","\u002Fen\u002Fsetup\u002Fanalytics-settings","en\u002F2.setup\u002F5.analytics-settings",{"title":77,"path":78,"stem":79},"Hands-On Access","\u002Fen\u002Fsetup\u002Fhands-on-assigning-access","en\u002F2.setup\u002F6.hands-on-assigning-access",{"title":17,"path":81,"stem":82},"\u002Fen\u002Fsetup\u002Fquiz","en\u002F2.setup\u002F7.quiz",{"title":49,"path":84,"stem":85},"\u002Fen\u002Fsetup\u002Finterview-questions","en\u002F2.setup\u002F8.interview-questions","i-lucide-settings-2",{"title":88,"path":89,"stem":90,"children":91,"icon":128},"Creating Datasets","\u002Fen\u002Fcreating-datasets","en\u002F3.creating-datasets\u002F1.index",[92,94,97,101,105,109,113,117,121,125],{"title":93,"path":89,"stem":90},"What Is a Dataset?",{"title":17,"path":95,"stem":96},"\u002Fen\u002Fcreating-datasets\u002Fquiz","en\u002F3.creating-datasets\u002F10.quiz",{"title":98,"path":99,"stem":100},"The Data Landscape","\u002Fen\u002Fcreating-datasets\u002Fthe-data-landscape","en\u002F3.creating-datasets\u002F2.the-data-landscape",{"title":102,"path":103,"stem":104},"Upload a CSV","\u002Fen\u002Fcreating-datasets\u002Fload-data-from-csv","en\u002F3.creating-datasets\u002F3.load-data-from-csv",{"title":106,"path":107,"stem":108},"Grain, Lookups & Joins","\u002Fen\u002Fcreating-datasets\u002Fgrain-lookups-and-joins","en\u002F3.creating-datasets\u002F4.grain-lookups-and-joins",{"title":110,"path":111,"stem":112},"Dataset Builder","\u002Fen\u002Fcreating-datasets\u002Fbuild-with-dataset-builder","en\u002F3.creating-datasets\u002F5.build-with-dataset-builder",{"title":114,"path":115,"stem":116},"Run the Dataflow","\u002Fen\u002Fcreating-datasets\u002Frun-and-troubleshoot-the-dataflow","en\u002F3.creating-datasets\u002F6.run-and-troubleshoot-the-dataflow",{"title":118,"path":119,"stem":120},"Build with a Recipe","\u002Fen\u002Fcreating-datasets\u002Fbuild-the-same-dataset-with-a-recipe","en\u002F3.creating-datasets\u002F7.build-the-same-dataset-with-a-recipe",{"title":122,"path":123,"stem":124},"Combine Datasets","\u002Fen\u002Fcreating-datasets\u002Fcombine-datasets","en\u002F3.creating-datasets\u002F8.combine-datasets",{"title":49,"path":126,"stem":127},"\u002Fen\u002Fcreating-datasets\u002Finterview-questions","en\u002F3.creating-datasets\u002F9.interview-questions","i-lucide-database",{"title":130,"path":131,"stem":132,"children":133,"icon":162},"Lenses & Explorations","\u002Fen\u002Flenses-and-explorations","en\u002F4.lenses-and-explorations\u002F1.index",[134,136,140,144,148,152,156,159],{"title":135,"path":131,"stem":132},"What Is a Lens?",{"title":137,"path":138,"stem":139},"Analytics Tab & Apps","\u002Fen\u002Flenses-and-explorations\u002Fthe-analytics-tab-and-apps","en\u002F4.lenses-and-explorations\u002F2.the-analytics-tab-and-apps",{"title":141,"path":142,"stem":143},"Explorer Mode Basics","\u002Fen\u002Flenses-and-explorations\u002Fexplorer-mode-basics","en\u002F4.lenses-and-explorations\u002F3.explorer-mode-basics",{"title":145,"path":146,"stem":147},"Chart, Table & SAQL","\u002Fen\u002Flenses-and-explorations\u002Fchart-table-and-saql-modes","en\u002F4.lenses-and-explorations\u002F4.chart-table-and-saql-modes",{"title":149,"path":150,"stem":151},"Editing Fields","\u002Fen\u002Flenses-and-explorations\u002Fediting-fields-and-metadata","en\u002F4.lenses-and-explorations\u002F5.editing-fields-and-metadata",{"title":153,"path":154,"stem":155},"Conversational Analytics","\u002Fen\u002Flenses-and-explorations\u002Fconversational-analytics","en\u002F4.lenses-and-explorations\u002F6.conversational-analytics",{"title":17,"path":157,"stem":158},"\u002Fen\u002Flenses-and-explorations\u002Fquiz","en\u002F4.lenses-and-explorations\u002F7.quiz",{"title":49,"path":160,"stem":161},"\u002Fen\u002Flenses-and-explorations\u002Finterview-questions","en\u002F4.lenses-and-explorations\u002F8.interview-questions","i-lucide-search",{"title":164,"path":165,"stem":166,"children":167,"icon":199},"Designing Dashboards","\u002Fen\u002Fdesigning-dashboards","en\u002F5.designing-dashboards\u002F1.index",[168,169,173,177,181,185,189,193,196],{"title":164,"path":165,"stem":166},{"title":170,"path":171,"stem":172},"Conditional Formatting","\u002Fen\u002Fdesigning-dashboards\u002Fconditional-formatting","en\u002F5.designing-dashboards\u002F2.conditional-formatting",{"title":174,"path":175,"stem":176},"Date Toggles & Faceting","\u002Fen\u002Fdesigning-dashboards\u002Fdate-toggles-and-faceting","en\u002F5.designing-dashboards\u002F3.date-toggles-and-faceting",{"title":178,"path":179,"stem":180},"Tables, Images & Themes","\u002Fen\u002Fdesigning-dashboards\u002Ftables-images-and-themes","en\u002F5.designing-dashboards\u002F4.tables-images-and-themes",{"title":182,"path":183,"stem":184},"Tooltips & Chart Markers","\u002Fen\u002Fdesigning-dashboards\u002Ftooltips-and-chart-markers","en\u002F5.designing-dashboards\u002F5.tooltips-and-chart-markers",{"title":186,"path":187,"stem":188},"KPI Micro Charts","\u002Fen\u002Fdesigning-dashboards\u002Fkpi-micro-charts","en\u002F5.designing-dashboards\u002F6.kpi-micro-charts",{"title":190,"path":191,"stem":192},"Linking Dashboards","\u002Fen\u002Fdesigning-dashboards\u002Flinking-dashboards","en\u002F5.designing-dashboards\u002F7.linking-dashboards",{"title":17,"path":194,"stem":195},"\u002Fen\u002Fdesigning-dashboards\u002Fquiz","en\u002F5.designing-dashboards\u002F8.quiz",{"title":49,"path":197,"stem":198},"\u002Fen\u002Fdesigning-dashboards\u002Finterview-questions","en\u002F5.designing-dashboards\u002F9.interview-questions","i-lucide-layout-dashboard",{"title":201,"path":202,"stem":203,"children":204,"icon":241},"Collaboration","\u002Fen\u002Fcollaboration","en\u002F6.collaboration\u002F1.index",[205,207,210,214,218,222,226,230,234,238],{"title":206,"path":202,"stem":203},"Why Collaboration Matters",{"title":49,"path":208,"stem":209},"\u002Fen\u002Fcollaboration\u002Finterview-questions","en\u002F6.collaboration\u002F10.interview-questions",{"title":211,"path":212,"stem":213},"Sharing a Dashboard","\u002Fen\u002Fcollaboration\u002Fsharing-a-dashboard","en\u002F6.collaboration\u002F2.sharing-a-dashboard",{"title":215,"path":216,"stem":217},"Notifications & Annotations","\u002Fen\u002Fcollaboration\u002Fnotifications-and-annotations","en\u002F6.collaboration\u002F3.notifications-and-annotations",{"title":219,"path":220,"stem":221},"Downloading Data","\u002Fen\u002Fcollaboration\u002Fdownloading-data","en\u002F6.collaboration\u002F4.downloading-data",{"title":223,"path":224,"stem":225},"Self-Service Explore","\u002Fen\u002Fcollaboration\u002Fself-service-exploration","en\u002F6.collaboration\u002F5.self-service-exploration",{"title":227,"path":228,"stem":229},"Views","\u002Fen\u002Fcollaboration\u002Fviews","en\u002F6.collaboration\u002F6.views",{"title":231,"path":232,"stem":233},"Subscriptions & Watchlists","\u002Fen\u002Fcollaboration\u002Fsubscriptions-and-watchlists","en\u002F6.collaboration\u002F7.subscriptions-and-watchlists",{"title":235,"path":236,"stem":237},"Onboarding & Learn","\u002Fen\u002Fcollaboration\u002Fonboarding-and-learn","en\u002F6.collaboration\u002F8.onboarding-and-learn",{"title":17,"path":239,"stem":240},"\u002Fen\u002Fcollaboration\u002Fquiz","en\u002F6.collaboration\u002F9.quiz","i-lucide-users",{"title":243,"path":244,"stem":245,"children":246,"icon":248},"This is Section","\u002Fen\u002Fthis-is-section","en\u002F7.this-is-section\u002F1.index",[247],{"title":243,"path":244,"stem":245},"i-lucide-book-open",false,{"id":251,"title":252,"access":253,"body":254,"description":462,"extension":463,"interview":253,"links":253,"meta":464,"navigation":465,"passScore":253,"path":187,"quiz":253,"seo":466,"stem":188,"video":467,"__hash__":471},"docs\u002Fen\u002F5.designing-dashboards\u002F6.kpi-micro-charts.md","Building KPI Micro Charts",null,{"type":255,"value":256,"toc":450},"minimark",[257,261,265,268,273,276,280,292,296,303,310,315,318,322,325,358,365,375,379,386,393,399,403,414,417,420,424,427,430,433,437,440,443],[258,259,252],"h1",{"id":260},"building-kpi-micro-charts",[262,263,264],"p",{},"Look at any dashboard people actually use daily and you'll find the same thing across the top: a row of small, dense indicators. A number, a tiny trend line, a gauge. No axes, no titles, no legends — just the state of the business in a strip you can read in two seconds.",[262,266,267],{},"That row is made of ordinary widgets with most of their decoration turned off. This lesson builds it.",[269,270,272],"h2",{"id":271},"first-clone-the-dashboard","First: clone the dashboard",[262,274,275],{},"Before you start stripping settings off widgets, make a copy. CRM Analytics doesn't give you a deep undo history, and this kind of work is inherently trial and error.",[277,278],"lesson-steps",{":items":279},"[{\"title\":\"Open the dashboard you want to experiment on\",\"description\":\"Start from the working version you're happy with.\"},{\"title\":\"Choose Clone in New Tab\",\"description\":\"From the dashboard menu, clone it. The copy opens in a fresh browser tab, leaving the original untouched.\"},{\"title\":\"Experiment freely\",\"description\":\"Break things, try the ugly version, undo by simply not saving. Nothing you do here touches production.\"},{\"title\":\"Save the copy under a clear name\",\"description\":\"Give it a name your team won't mistake for the real one — a WIP or sandbox prefix works well.\"}]",[281,282,284],"tip",{"icon":283},"i-lucide-lightbulb",[262,285,286,287,291],{},"Cloning is also the fastest way to build a ",[288,289,290],"strong",{},"variant"," dashboard — the same layout filtered to a different region or product line. Clone, change the filters, save. Just remember that a clone is a real copy, not a reference: a fix in the original will not propagate to it, so don't spawn twenty of them.",[269,293,295],{"id":294},"the-timeline-chart-for-date-trends","The timeline chart for date trends",[262,297,298,299,302],{},"The first KPI is usually a trend: revenue over time, cases over time. The instinct is to reach for a bar chart grouped by month. Reach for the ",[288,300,301],{},"timeline"," chart instead.",[262,304,305,306,309],{},"The difference is that a timeline understands that the axis is ",[288,307,308],{},"time",". A bar chart treats your month values as just another set of categories — equally spaced, in whatever order the grouping produced, with gaps for empty periods silently collapsed. A timeline places points on a genuine time axis, spaces them proportionally, and handles missing periods honestly.",[311,312],"lesson-cards",{":columns":313,":items":314},"2","[{\"title\":\"Bar chart on dates\",\"icon\":\"i-lucide-bar-chart-3\",\"description\":\"Categories that happen to be dates. Gaps vanish, spacing is uniform regardless of real intervals, and the shape can mislead.\"},{\"title\":\"Timeline chart\",\"icon\":\"i-lucide-line-chart\",\"description\":\"A true time axis. Continuous, correctly spaced, and it unlocks time-specific features like projected lines.\"}]",[262,316,317],{},"For a trend, the line is also just the better shape: the eye reads direction and slope from a line far faster than it compares the heights of forty bars.",[269,319,321],{"id":320},"stripping-it-down-to-a-micro-chart","Stripping it down to a micro chart",[262,323,324],{},"Now make it small. A KPI tile is maybe two inches wide, and at that size every piece of chart furniture is noise. In the widget properties, turn off:",[326,327,328,340,346,352],"ul",{},[329,330,331,332,335,336,339],"li",{},"The ",[288,333,334],{},"x-axis"," and ",[288,337,338],{},"y-axis",", including tick labels and axis titles",[329,341,331,342,345],{},[288,343,344],{},"chart title"," and subtitle — the tile's own label already says what it is",[329,347,331,348,351],{},[288,349,350],{},"legend",", which is meaningless for a single series",[329,353,354,357],{},[288,355,356],{},"Gridlines"," and any background fill",[262,359,360,361,364],{},"What survives is the line itself: pure shape, no scaffolding. That's a ",[288,362,363],{},"micro chart"," — the same idea as a spreadsheet sparkline. It doesn't tell you the exact value at any point, and that's fine, because the number sitting next to it does. The micro chart's only job is to answer \"which way is this going?\"",[281,366,368],{"icon":367},"i-lucide-info",[262,369,370,371,374],{},"Pair every micro chart with a ",[288,372,373],{},"number"," widget showing the current value. Alone, a line without axes has no scale and could represent anything. Number plus sparkline is the complete story: where we are, and where we're heading.",[269,376,378],{"id":377},"the-projected-line","The projected line",[262,380,381,382,385],{},"Timeline charts have a feature bar charts can't offer: a ",[288,383,384],{},"projected"," or predictive line. In the timeline's reference-line options you can enable a forecast segment that extends the trend forward, usually rendered dashed or lighter so it's visually distinct from actuals.",[262,387,388,389,392],{},"There's one requirement people trip over constantly: ",[288,390,391],{},"your data has to span today's date",". The projection extends from the present into the future, so if your dataset ends last quarter — or your dashboard filter cuts it off before today — there's nothing for the projection to anchor to and the line simply doesn't appear. It looks like the feature is broken. It's the filter.",[281,394,396],{"icon":395},"i-lucide-triangle-alert",[262,397,398],{},"If the projected line doesn't show up, check in this order: does the step's date range include today, is a dashboard filter or facet trimming it, and does the chart have enough historical points to project from? A projection built on three data points is arithmetic, not a forecast — treat it as directional, and don't put it in front of a CFO without a caveat.",[269,400,402],{"id":401},"the-polar-gauge","The polar gauge",[262,404,405,406,409,410,413],{},"For a metric with a ",[288,407,408],{},"target",", a gauge beats a number. The ",[288,411,412],{},"polar gauge"," renders as a partial ring that fills toward a maximum you define — attainment against quota, cases closed against SLA, adoption against goal.",[262,415,416],{},"Its strength is that it shows position within a range at a glance: three quarters of the way round is instantly legible as \"nearly there\" in a way that \"76.4%\" isn't. Set the maximum to something meaningful (the target itself, so a full ring means goal met) and apply conditional formatting so the fill colour also carries the status.",[262,418,419],{},"Its weakness is space: a gauge takes several times the pixels of the number it represents. Use one, maybe two, for the metrics that genuinely have targets — not for everything.",[269,421,423],{"id":422},"the-number-widget","The number widget",[262,425,426],{},"The workhorse of the KPI row. A single measure, rendered large. Two settings make it dashboard-ready:",[311,428],{":columns":313,":items":429},"[{\"title\":\"Shortened number format\",\"icon\":\"i-lucide-hash\",\"description\":\"Turn on abbreviated formatting so 12,483,900 renders as 12.5M. Full precision doesn't fit and nobody reads the digits anyway.\"},{\"title\":\"Conditional formatting\",\"icon\":\"i-lucide-palette\",\"description\":\"Apply the bin rules from earlier in this section so the figure itself turns red, yellow, or green against target.\"}]",[262,431,432],{},"Between them you get a KPI that communicates magnitude and status with no chart at all — the cheapest widget on the dashboard in both pixels and query cost.",[269,434,436],{"id":435},"assembling-the-row","Assembling the row",[262,438,439],{},"Line up your tiles across the top: number plus micro chart for trending metrics, a gauge for the one with a hard target, plain formatted numbers for the rest. Give the whole strip a consistent treatment — the dark widget theme from the previous lesson works beautifully here — and drop the cell spacing so it reads as one band rather than five boxes.",[262,441,442],{},"Everything below that band is detail. The band itself should answer the question \"is everything OK?\" without scrolling.",[262,444,445,446,449],{},"Your dashboard now has a headline. The last piece is connecting it to everything else — next up: ",[288,447,448],{},"linking dashboards",".",{"title":451,"searchDepth":452,"depth":453,"links":454},"",1,2,[455,456,457,458,459,460,461],{"id":271,"depth":453,"text":272},{"id":294,"depth":453,"text":295},{"id":320,"depth":453,"text":321},{"id":377,"depth":453,"text":378},{"id":401,"depth":453,"text":402},{"id":422,"depth":453,"text":423},{"id":435,"depth":453,"text":436},"Build the indicator row at the top of a CRM Analytics dashboard — timeline charts stripped down to micro charts, projected trend lines, polar gauges, and number widgets with shortened formatting. Plus how to clone a dashboard for safe experimentation.","md",{},{"title":186},{"title":252,"description":462},{"id":468,"start":469,"end":470},"947dd51bXE4",850,1240,"0D5XsREY4dkJ1_73AXQqzPmoWeozX6w1DzMD5uVWSPw",[473,475],{"title":182,"path":183,"stem":184,"description":474,"children":-1},"Control exactly what a CRM Analytics chart reveals on hover — choose dimensions and measures, add custom text that interpolates step fields, hide the rest — then pin chart markers to specific data points as visual annotations.",{"title":190,"path":191,"stem":192,"description":476,"children":-1},"Use the CRM Analytics link widget to connect dashboards, lenses, and URLs — carry the user's current filters across with apply selections, style links as tabs, and build clickable image tiles with a transparent link over a container.",[],1786788926190]