May 18, 2024

How to Create a Dashboard in Salesforce

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Salesforce dashboards are powerful tools for visualizing a variety of business data and metrics. They allow users to monitor and analyze reports in a consolidated and interactive way. Here’s a simple guide on how to create a dashboard in Salesforce:

Step 1: Access the Dashboard Module
To begin, log in to your Salesforce account. Navigate to the “Dashboards” tab on the top of your Salesforce interface. If you do not see the tab, click on the '+‘ tab to find it from the available tabs list.

Step 2: Create a New Dashboard
Once in the Dashboards module, click on the “New Dashboard” button. A pop-up window will appear prompting you to enter a name and description for your new dashboard. Choose a folder where the dashboard will be saved, and then click “Create.”

Step 3: Add Components
A dashboard is composed of components which can be reports, charts, tables, metrics, or gauges. To add a component, click on the “+ Component” button. You'll be asked to choose a source report for your component. After selecting a report, you’ll be able to choose the type of component you want to add such as a bar chart, pie chart, or metric.

Step 4: Customize Components
After adding a component, you can customize it by clicking on the wrench icon on the top right of the component box. Here, you can set component properties like the title, subtitle, and the value to be displayed. You will also be able to format the chart by changing things like labels, axes, and colors.

Step 5: Arrange Components
Salesforce allows you to drag and drop components to rearrange them on your dashboard. This way, you can place the most important information where it’s most visible. You can also resize the components by dragging the corners to make them larger or smaller.

Step 6: Save and Run Dashboard
Once you have added all your components and arranged them to your liking, hit the “Save” button, followed by “Done” to exit the editor mode. Now, you can run your dashboard by clicking on the “Refresh” button to view the most current data.

Step 7: Share Your Dashboard
Lastly, if you want to share your dashboard with your team or other Salesforce users, click on the “Share” button. You can then select the users, groups, or roles with whom you wish to share the dashboard.

Creating a dashboard in Salesforce can significantly improve your ability to track and understand key performance indicators. Remember that dashboards are dynamic and can always be adjusted as your business needs evolve. With just a few clicks, you can update components or add new ones to keep your dashboard relevant and insightful.