In the scenario described, the sales managers at Universal Containers require a Gauge chart that not

only shows the current percentage of opportunities in their pipeline but also indicates whether they

are below or beyond their set targets. The appropriate widget parameters to achieve this

visualization in Salesforce CRM Analytics (formerly known as Einstein Analytics) are:

Reference Line: This parameter is crucial for defining a specific target value on the gauge chart. It

visually marks a point that represents the target goal, providing an immediate visual cue as to

whether the current percentage is below or above this point.

Markers: Markers are used to represent and highlight specific values on the gauge chart. They can be

utilized to emphasize the current percentage level of the pipeline, making it instantly visible how

close or far the current value is from the reference line or target.

Conditional Formatting: This feature allows the chart to change color or style based on whether the

current values meet, exceed, or fall below the target. It is a critical visual tool for quickly

communicating performance against targets. Conditional formatting can be set to alter the

appearance of the gauge’s fill color based on whether the values are above, equal to, or below the

reference line, thereby providing an intuitive visual representation of performance relative to

targets.

The combination of these three parameters enables a highly effective visualization for sales

managers to monitor their performance against key metrics and targets directly on their dashboards.

This setup is aligned with Salesforce’s best practices for creating meaningful and actionable insights

within CRM dashboards, ensuring that users can easily interpret and react to the data presented.

For more details on configuring these parameters, you can refer to Salesforce documentation and

specific Trailhead modules that cover dashboard creation and customization:

Wave Analytics Explorer

Building Lenses, Dashboards, and Apps in CRM Analytics

These resources provide in-depth training and examples to help users effectively use Salesforce CRM

Analytics for a wide range of data visualization needs.