The classic experience combines reports and dashboards in Salesforce together while we have separate tabs for both in lightning. Click on “New dashboard” and add the components by drag and drop to the columns in the window. Drag and drop data sources to these components and save.
What are the different types of Salesforce dashboards?
Default Salesforce Dashboards fall broadly into 2 categories: Sales and Marketing Dashboards: These Marketing Dashboards enable people in a variety of Sales and Marketing roles to monitor the state of Campaigns, Leads, and Business Opportunities for their organization, team, or themselves.
What is Salesforce classic and who should use it?
Classic exists mostly for longstanding Salesforce users who aren't ready to move to the newer interface. New users are put on Lightning by default, with the option to switch to the Classic interface under their user icon in the upper-right corner.
What are the limitations of Salesforce dashboards?
A small limitation of the Dashboards is that they are mostly based on values directly available from the Salesforce database and there is limited scope for transforming the values or combining this data to your transactional database, to form even more insightful dashboards.
How to view a dashboard as a specific user in Salesforce?
Static and Dynamic Dashboard in Salesforce-Running User Concept While we share the dashboard, we can choose to enable different viewing options. Static Dashboards can be viewed with owner view or we can enable a dynamic dashboard to view as a specific user. Go to Edit a dashboard.
How do I access the dashboard in Salesforce Classic?
To view your application tabs, simply close the builder or click the Salesforce logo. To customize a dashboard, view it and click Edit. Add components by dragging a component type onto the dashboard, then dropping a data source (report, s-control, or Visualforce page) onto it.
How do I create a dashboard in classic Salesforce?
0:133:28II. Creating and Editing Dashboards - Salesforce.com Training - YouTubeYouTubeStart of suggested clipEnd of suggested clipFor demonstration purposes we are in a Salesforce developer edition click on the edit button to addMoreFor demonstration purposes we are in a Salesforce developer edition click on the edit button to add and edit components for your dashboard. The panel on the Left will show components. And data sources
Does Salesforce have dashboards?
When you're ready to share Salesforce data with colleagues, build a dashboard. Dashboards let you curate data from reports using charts, tables, and metrics. If your colleagues need more information, then they're able to view your dashboard's data-supplying reports.
How do I change the dashboard in Salesforce Classic?
Edit a DashboardTo customize a dashboard, navigate to the Dashboard tab and select Edit.Drag the component type you want from the Components tab onto your dashboard.Drag a report from the Data Sources tab onto the component you just dropped on the dashboard. To edit an existing component, click the pencil. .
How do I create a report in Salesforce Classic?
StepsNavigate to the Reports tab.Click New Report.Choose a Reports Type. The report type you choose determines which records are returned and which fields are available in your report.Select Create.
How do I add a dashboard tab in Salesforce?
Access Dashboards Instantly as Navigation ItemsTo turn your dashboard into a navigation item, create a Lightning web tab, add your dashboard URL, and then add the tab to your users' navigation.From Setup, in the Quick Find box, enter Tabs , then select Tabs. ... Add your dashboard URL to the web tab.More items...
How do I add a report to a dashboard in Salesforce Classic?
On the dashboard where you want to add a component, click Edit. ... Drag the component type you want from the Components tab onto your dashboard. ... Drag a report from the Data Sources tab onto the component you just dropped on the dashboard. ... Click.More items...
Where is my Salesforce dashboard?
Search for Reports and Dashboards from the Reports Tab in Salesforce Classic. When using the report and dashboard search, look for a report by name, description, or who created it or modified it last. Filter, sort, or search within a selected folder to refine your results.
How many types of dashboards are there in Salesforce?
There are four types of dashboard components in Salesforce.
How do I enable dashboard in Salesforce?
Enable Dashboard ViewsFrom Setup, enter Analytics in the Quick Find box, then select Settings.Select Enable Wave dashboard saved views, and then click Save.
Why can't I subscribe to a dashboard in Salesforce?
ISSUE SOLVED! Go to the dashboard, click edit, click the settings gear, then change the View Dashboard As to either "Me" or "Another Person". Subscribe is NOT available if "The dashboard viewer" is chosen. You may have to refresh the browser.
What is a salesforce dynamic dashboard?
Dynamic dashboards allow each user to see the data they have access to according to the security settings that are in place. Without read access to a record, that record will not be accounted for in the dashboard. This allows you to control data visibility without having to create separate dashboards.
Overview
Dashboards show data from source Reports as visual components, which can be charts, gauges, tables, metrics, or Visualforce pages. They help you visually understand changing business conditions, so you can make decisions based on the real-time data you have gathered with reports.
Build a Classic Dashboard
Note: If you are going to share your dashboard with other recruiters, change the running user of the dashboard to any one of the recruiters as they have a different license type. Doing this does not change the results of the dashboard, it makes it accessible to the recruiters.
Edit a Dashboard
To customize a dashboard, navigate to the Dashboard tab and select Edit.
What is dashboard in Salesforce?
Dashboards in salesforce help facilitate you with a quick snapshot of all stats in one analytical view. Dashboards and reports are essentially the analytical highlights of Salesforce.
What is dashboard in business?
A dashboard is a pictorial representation of data, generated by reports, and visual force pages. It helps the user identify trends, and analyze the impact of activities on business to expedite well-informed decisions. The visual representation of data is quick and easy to understand the changing business conditions.
Can tabular reports be displayed in dashboard?
The dashboard setting option is available next to the report setting for tabular reports limited by row. Tabular reports can’t be displayed in Dashboards by default, but it can when delimited by rows.
Can you display summary and matrix reports in dashboard?
Summary and Matrix reports can be displayed in Dashboards at ease with different components available. Though Tabular reports can only be displayed with row limit and in tabular format. Also for joined reports, only the chart format in the source report can be displayed at the dashboard.
What is Salesforce dashboard?
Salesforce dashboards are one of the biggest unique selling points of the product. Apart from the default dashboards that come with the service, Salesforce developers have also provided several add on dashboards that can be downloaded for free from the Salesforce application store that is named AppExchange.
What are the limitations of Salesforce dashboards?
A small limitation of the dashboards is that they are mostly based on values directly available from the Salesforce database and there is limited scope for transforming the values or combining this data to your transactional database, to form even more insightful dashboards.
What is forecast dashboard?
The forecast dashboard helps organizations get a clear picture of the sales forecasts for the quarter and help them track where they are, concerning their targets. It helps companies to train and coach their employees by holding them accountable for meeting the forecasts. The key focus areas of this dashboard are sales quotas and the quota attainment rates. It uses multiple underlying reports related to forecasts by employees. Forecast by a representative, forecast by the team, forecast by stage, and forecast by territory is used in generating this dashboard.
What is a marketing executive dashboard?
It helps them to discover what difference is made by marketing campaigns in generating and converting leads. This dashboard is a great tool to coach and mentor the marketing analysts and hold them accountable for the effectiveness of their marketing activities. Underlying reports include lead, sales, Inventory levels, billing status, etc. This report is part of the built-in dashboards provided by Salesforce.
Can Salesforce dashboards be shared?
Salesforce dashboards can be based on multiple reports too. Salesforce provides granular control over who has access to viewing specific dashboards and reports. Sharing is accomplished through folders. People who have access to the folders in which a dashboard exists can view it.
What is dashboard builder?
The drag-and-drop dashboard builder is an intuitive interface for building dashboards from source reports or Visualforce pages you’ve created in Salesforce.
Why use the same dashboard for managers and VP?
Because the metrics are the same for managers and the VP, you can use the same dynamic dashboard for both roles. The dynamic dashboards feature reduces the number of required dashboards from 45 to two! You can create up to three filters for each dynamic dashboard.
What is the difference between Salesforce Lightning and Salesforce Classic?
Salesforce Lightning offers a new and improved interface with additional features that make it easier and more engaging for users, whereas Salesforce Classic offers the original, albeit updated, interface that is lacking in some key areas. Generally speaking, Lightning just offers more.
How long does it take Salesforce to switch to Lightning?
In fact, you may find that Salesforce automatically switches you to Lightning after a few days or weeks on Salesforce Classic. 0 out of 0.
Is Salesforce a CRM?
A market leading CRM for good reason and a great all-rounder – with tailored pricing plans available, it should always be considered first. Salesforce is one of the biggest names in customer relationship management software. That's thanks to its ease-of-use, its app marketplace, and its customizability.
Is Salesforce Classic a web UI?
When you first take a look at Salesforce Classic you can see right away that it is not a modern web UI. It is very compact and text-centric with little attention paid to graphics and icons. The graphics that do exist are typically small and aren't displayed in high resolution.
Is Salesforce Lightning more expensive than Salesforce Classic?
No, Salesforce Lightning doesn't cost more than Salesforce Classic. The interfaces cost the same. Long-time users of the Classic version will be able to switch to Lightning without paying for a new license. Meanwhile, new customers will be recommended the Lightning interface by default.
Why use the same dashboard for managers and VP?
Because the metrics are the same for managers and the VP, you can use the same dynamic dashboard for both roles. The dynamic dashboards feature reduces the number of required dashboards from 45 to two!
How do administrators control dashboards?
Administrators control access to dashboards by storing them in folders with certain visibility settings. Dashboard folders can be public, hidden, or restricted to groups, roles, or territories. If you have access to a folder, you can view its dashboards.
How many sales reps are on an opportunity team?
Let's say that your opportunity team consists of one vice president, four sales managers, and 40 sales reps— 10 reps per manager. You've been asked to create dashboards that display the following metrics, restricted by role and hierarchy:
