Display a Baseline or Targetline on Salesforce dashboard charts


Adding Target Line to Salesforce report using Custom Summary FormulasDisplaying a baseline or target line on a chart is a common requirement.  The use case is simple – We have an SLA and want to depict real life against the target.  I didn’t think this could be done until recently, let me show you how.

The solution is very simple, but not obvious.  The trick involves two steps.  Firstly, using Custom Summary Formulas (CSF) with a static value representing your baseline, ‘0.8’ in my example (see example, right).  Secondly, with our ‘SLA Target’ CSF column we can use Combination Charts to display additional sets of data on your chart.  In the chart editor when you select ‘Plot additional value’ you will be able to select your Baseline column. Thats it. Simple.


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2 thoughts on “Display a Baseline or Targetline on Salesforce dashboard charts

  1. Any idea how I could do this to show a changing average based on week? For example, week 1 may be 20, week 2 may be 25 based on volume. Thanks!

  2. Diana says:

    it doesn’t seem to work for the graphs that display as % bars/columns.

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