May 18, 2024

How to customize Salesforce dashboards

Salesforce logo

Salesforce dashboards provide a powerful way to visualize your data and get insights into your business processes at a glance. Customizing your Salesforce dashboard can help you keep the most important metrics front and center, ensuring that you make data-driven decisions efficiently. Here’s how you can customize your Salesforce dashboards to suit your specific needs.

Step 1: Access Your Dashboard

To begin customization, navigate to the 'Dashboards' tab in your Salesforce interface. If you have a specific dashboard you'd like to customize, select it from the list. If you want to create a new dashboard from scratch, click the 'New Dashboard' button.

Step 2: Add or Remove Components

Depending on whether you're editing an existing dashboard or creating a new one, you can add components by clicking the 'Add Component' button or remove them by clicking the 'Delete' icon on the top right of each component. Components include charts, gauges, tables, metrics, and visual representations of your reports.

Step 3: Configure Component Properties

After adding a component, you can configure it by selecting the source report, defining the component type (e.g., pie chart, bar graph), and setting the properties (like chart labels, data ranges, etc.). This tailors the visual representation to display the data in the most informative and actionable way.

Step 4: Arrange Your Dashboard

Drag and drop components to rearrange them on your dashboard. This allows you to place the most critical metrics in prominent positions and organize your dashboard for optimal workflow and readability. Be sure to use the grid layout to align components neatly.

Step 5: Set Dashboard Filters

Salesforce dashboards can be made even more dynamic by adding filters. These allow users to adjust the data displayed without changing the underlying reports. For instance, you could add a filter for the Date Range or for different Sales Regions depending on what’s most relevant for your analysis.

Step 6: Save and Share Your Dashboard

Once you are satisfied with your customizations, save the dashboard by clicking the 'Save' or 'Save As' button if you wish to create a new version or duplicate. Share your customized dashboard with your team by clicking the 'Share' button and selecting the users or groups who should have access to the dashboard.

Step 7: Schedule Refreshes (Optional)

If you want your dashboard to display the most up-to-date information automatically, schedule a dashboard refresh. This can be done by clicking the 'Refresh' button and setting the frequency at which Salesforce updates the dashboard's data.

Remember that customizing your Salesforce dashboard should focus not only on the aesthetics but also on enhancing the functionality and access to critical business data. With these steps, you'll create a personalized dashboard that aligns with your business objectives, helps keep your team informed, and drives strategic decisions.