AX - Metric

Overview

AX - Metric is a Lightning App Builder component that displays calculated values from your Salesforce records—such as totals, averages, counts, and other aggregations—on record, app, and home pages.

Use it to show essential numbers at a glance, such as total revenue, average deal size, open case counts, or any custom calculation from your data. Configure the metric label, icon, formatting, and data source right in App Builder without formulas or code.

Perfect for executive dashboards, performance scorecards, at-a-glance summaries on record pages, or anywhere users need to see key numbers without running reports.

Use this simple tutorial to learn the basics of the Metric component and start building your use cases.

Key Features

• Supports multiple aggregation functions

• Customizable with icons and formatting

• Displays data in cards or standalone

Use Cases

• Opportunity Page: Show average deal size or total quote value with an owner avatar.

• Account Page: Display open case count or maximum past purchase value.

• Campaign Page: Present total leads or highest engagement rate with bold indicators.

• Sales Dashboard: Summarize pipeline value or deals per rep with team avatars.

• Service Management Overview: Show max resolution time or average CSAT score.

• Marketing Overview: Display campaign ROI or lead count with visual cues.

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Configuration

Add the Metric component to a Lightning page in App Builder and configure it via the Properties Panel.

Basic Properties

These control the data source, calculation, and display of the Metric component.

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Scenario: Display a key performance indicator showing the total value of all active opportunities for an account, providing sales teams with immediate visibility into pipeline value.

Steps

Result: A prominently displayed card showing the total value of all active opportunities, giving sales teams instant visibility into their pipeline performance

Example 2: Count Open Cases on the Account page

Scenario: Display a service KPI to drive customer satisfaction providing teams with a clear view of case activity for a client.

Steps

1

Navigate to Lightning App Builder

Edit your Account record page

2

Drag the AX - Metric component onto your page layout

3

Configure Data Source

• Set Object Api Name to Case

• Set Filter to AccountId = '{{Record.Id}}' AND Status != 'Closed' (excludes closed cases from the calculation and only show records related to the current account)

4

Configure Metric Calculation

• Set Field Field Name to Id (using the Id field to aggregate will help us count records)

• Set Aggregate Function to COUNT (count individual case records)

5

Configure Display Formatting

• Set Label to Open Cases (descriptive title for the metric)

• Set Description to Number of Open Cases for {{Record.Name}}

• Set the Icon Name to standard:case

6

Set Visual Presentation

Check Display as Card for professional container styling

7

Save & review

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Key Considerations

• Data Source: Use Filter to limit records; ensure Field Field Name is numeric.

• Formatting: Add Prefix or Suffix for clarity (e.g., currency symbols).

• Performance: Set a low Maximum Number of Records for large datasets.

• Accessibility: Test contrast with icons; use tooltips for context.

• Limitations: Respects sharing/FLS rules; no real-time updates.

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Troubleshooting Common Issues

• No Value Displayed: Check Field Field Name and Filter syntax; verify field permissions.

• Wrong Calculation: Ensure Aggregate Function matches the field type (e.g., Number for SUM).

• Card Not Showing: Confirm Display as Card is true.

• If Issues Persist: Contact our support team at [email protected] for assistance.

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Summary

The Avonni Metric component enhances Lightning pages with actionable KPI displays. It’s ideal for dashboards or record insights.