how to add dashboard to homepage salesforce

^{Embed a Dashboard in a Home Page}

• From the App Launcher ( ), find and select the Sales app.
• In Sales, click the Setup icon at the upper right, and then click Edit Page.
• In Lightning App Builder, drag Einstein Analytics Dashboard component from the list on the left to the lower part of the Quarterly Performance component. ...
• In the properties menu on the right, use the Dashboard dropdown list to select the DTC Sales dashboard.The DTC Sales dashboard appears, but only part of it.
• In the properties list, change Height to 750. If your browser window is narrow, some of the dashboard labels might be scrunched horizontally. ...

Full Answer

How do I embed the sales dashboard in the sales home page?

Because DTC Sales is used by so many in the sales department, embedding the dashboard in the Sales home page makes sense to both you and the CEO. From the App Launcher ( ), find and select the Sales app. In Sales, click the Setup icon at the upper right, and then click Edit Page.

How do I activate the DTC sales dashboard?

Select App Default or App and Profile. After activation, Click Save in the upper right. In Lightning App Builder, click Back in the upper right to return to the Sales Home page. The DTC Sales dashboard is now available to everyone who uses the Sales home page.

Why is page design important in Salesforce?

As a Salesforce Admin or Designer, the pages you create or configure have a huge impact on your Salesforce users. Your design choices can make the difference between users finding the information they need in seconds instead of minutes.

How do I access the DTC sales dashboard in Lightning app builder?

In Lightning App Builder, click Back in the upper right to return to the Sales Home page. The DTC Sales dashboard is now available to everyone who uses the Sales home page.

How do I customize my Salesforce Home page?

Go to Setup | Customize | Home | Home Page Layouts Click the New button and select a layout you'd like to model the new one from. Give the new layout a name. Select the components you'd like to include. Click Next to select the order you would like the components to appear on the page.

How do I pin a dashboard in Salesforce?

Keep Favorite Report Folders in ViewIn the list of report and dashboard folders, hover over any folder, then click .Select Pin to top. Your folder moves to the top of the folders list.

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 display the dashboard on my Home page?

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

How do I customize the Home page in Salesforce lightning?

Customize the Home PageFrom Setup, enter Lightning App in the Quick Find box and select Lightning App Builder.Click New.Select Home Page, then Next.Assign the label Support Home Page , then click Next.Click the Standard Home Page template.Click Finish.

How do I view another dashboard in Salesforce?

With the View My Team's Dashboards user permission, the reader can view the dashboard as themself or as anyone beneath them in the role hierarchy. With the View All Data user permission, the reader can view the dashboard as anyone. Click Save. Then, from the Dashboard Builder, click Save again.

How do I add multiple dashboards in Salesforce?

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 do I create a dashboard in Salesforce lightning?

0:234:58How to Build a Dashboard in Lightning Experience | SalesforceYouTubeStart of suggested clipEnd of suggested clipGet started from the dashboards tab. Click new dashboard name and describe the dashboard. And saveMoreGet started from the dashboards tab. Click new dashboard name and describe the dashboard. And save it to a folder for organizing and sharing.

How do I add a dashboard to my navigation bar in Salesforce?

If you're viewing a page, such as a list or dashboard, and want to add it to the navigation bar, select Open in New Tab in the current tab's dropdown menu to create a temporary tab. To permanently add the tab to the navigation bar, select Add to Nav Bar from the temporary tab's dropdown menu.

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 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.