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Creating the First Visualization

Let’s focus on creating the "Won Opportunities" visualization in the sample dashboard presented at the beginning of this tutorial. The visualization displays a Text Gauge.

First, open the visualizations picker by selecting the grid icon in the top bar.

VisualizationsMenu_All

Change your visualization to "Text Gauge".

SelectTextGauge_All

Then, drag and drop the Won Opportunities field into the Value placeholder of the data editor.

SalesFirstDragDrop_All

Lastly, change the visualization’s title to "Won Opportunities" by selecting the pencil next to the "Sales Dashboard" title.

SalesWonOpportunitiesTitle_All

Your visualization should look like the following one:

SalesFirstVisualizationSample_All