how to add dashboard to home page salesforce

Select a Default Home Page Dashboard within Salesforce Classic

1. Click Customize Page in the "Dashboard" section of the Home tab.
2. Select a dashboard to be the Home Page default.
3. Click Save.

Full Answer

Is there a way to show dashboard within the home page?

Is there a way to show the dashboard within the home page without it loading to another page completely? Thanks for your help! 1. Go to setup 2. Type Homepage 4. check the dashboard checkbox then dashboard will appear on your homepage.

How do I change the dashboard in the Home tab?

If your Home tab contains a dashboard snapshot, you can change the dashboard. Search for a dashboard and select a different dashboard from the drop-down list. Click Refresh to refresh the data in your dashboard. Was this information helpful? Let us know so we can improve!

How do I refresh the data in my dashboard?

Search for a dashboard and select a different dashboard from the drop-down list. Click Refresh to refresh the data in your dashboard. Was this information helpful? Let us know so we can improve!

How to create a lightning report in Salesforce?

Click New to create a Lightning Home page, or edit an existing page. Drag and Drop the Report chart component to the Canvas and then select the report . Or you can create your own dashboard component if you want more custmized dashboard and add to home page component. We already created an app and used Lightning App Builder.

How do I add a dashboard to my lightning page?

Go to an existing Lightning Experience page, select the wheel icon at upper right, then click Edit Page. Or, go to Lightning App Builder, click New, and follow the prompts to create a Lightning page. Then, follow these instructions to embed a dashboard in the page.

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 show multiple dashboards on my Home page?

At this time, customers are only able to put up to three dashboards components on their Homepage at a time. As a workaround customers can customize their Homepage by selecting a different dashboards to display on their Homepage via the following click path: Name > Setup > My Personal Information > Change My Display.

How many dashboards can be displayed in the Home page at once Salesforce?

3The limit is 20 components per dashboard, but when you try to display them on home page you can show 3 only. A dashboard filter can have up to 50 values.

Where is the dashboard tab?

0:144:20Dashboard Tab - YouTubeYouTubeStart of suggested clipEnd of suggested clipFirst go to the monitoring tab. And then select the dashboard sub tab keep in mind that you have twoMoreFirst go to the monitoring tab. And then select the dashboard sub tab keep in mind that you have two options on the monitoring tab. Now list and dashboard.

How do I add a report to Salesforce home page?

Add New Report Charts:On the left side, locate Report Chart in the list of components.Click and drag the component into a space in the page view in the center. ... On the right, utilize the properties to select which report will be displayed and update the Label field.More items...

Can you have multiple dashboards in Salesforce?

Multiple dashboard components can be shown together on a single dashboard page layout, creating a powerful visual display and a way to consume multiple reports that often have a common theme, like sales performance, customer support, etc. Thanks.

How do I customize my Salesforce dashboard?

Required Editions Click Customize Page in the Dashboard section of the Home tab. Search for a dashboard and select a different dashboard from the drop-down list. Click Refresh to refresh the data in your dashboard.

How do I change the dashboard in Salesforce?

To create or edit a Salesforce Dynamic Dashboard, navigate to the Dashboards tab, click New Dashboard to create or click on an existing dashboard to edit. First, when building a new dashboard, name it, add a description if you'd like, and select the right folder for proper organization.

What is difference between dashboard and dynamic dashboard in Salesforce?

Dynamic dashboards are used to display information tailored to a specific user, while a normal dashboard shows data only from a single user's perspective.

Where are dashboard stored in Salesforce?

The dashboard is stored in someone Private folder.

How do I convert a dashboard to a dynamic dashboard in Salesforce?

From the Dashboards tab, create a new dashboard or edit an existing one. next to the View dashboard as field. Note If you don't have “Manage Dynamic Dashboards” permission, enter a running user and skip to the final step. Enter “*” to see all available users.