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A gauge is used to view data containing a comparison or variance (for example, sales vs. budget or data this year vs. last year) or simply to count a number of something. Red, yellow and green each represent a range entered by the user, typically relating to business goals or targets. The pointer typically moves from red or yellow to green when a target is met or exceeded. If left blank, no color will appear.

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Gauge charts at a glance

In the dashboard image below, the gauges are showing sales rep performance. 'Bert' is significantly ahead of target and, while 'Jimmy' is ahead of target, he has some work to do to catch up with Bert's sales performance. These gauges have been set up in the grid and added to the dashboard.

You can also save a gauge as a favorite. 

Example: Create to show how a sales rep is tracking against budget

In this example, we want to show whether a sales rep is ahead of or behind budget.

Step 1. From a Sales database, prepare your grid as follows:

  • Choose Period > YTD
  • Choose 'Rep' dimension and select and focus on a particular sales rep (here we have focused on Bert).
  • Choose Mode > Stream, so you are comparing sales with budget.
    Bert's sales performance against budget will appear in variance columns on the grid. 

Step 2: Select Chart view, and configure as shown below.

 

You can see in the chart below that Bert is over 76% ahead of his budget.  

The chart can now be saved as a favorite or added to the dashboard as a widget (see Add a widget from the grid).

Control the detail in your gauge

Selecting Show current/previous (gauge only) in variance and period variance mode allows you to include extra detail. With this selected, the actual and variance or target values are displayed underneath the chart. This is particularly useful on a dashboard, as you can see the figures behind an improvement or decline in performance without needing to open the widget. Untick it to see a basic gauge displaying only the variance amount.

In the image below, you can see what makes up an 8% improvement. 

Configuration options in detail

See Gauge and summary chart configuration. 






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