how to add dashboard to salesforce homepage

^{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 to create a chart with Salesforce?

Reports in Salesforce | How to create Reports and Charts

1. Tabular Reports. Tabular reports are the simplest form of reports in Salesforce. ...
2. Summary Reports. Summary reports are similar to tabular reports but also provide groupings of rows, display of subtotals based on the value of a particular field.
3. Matrix Report. ...
4. Joined Report. ...

How do I start a career in Salesforce?

• Those who are in IT and have a background in development or Administration/Configuration of other similar tech systems.
• Those who come from a totally different industry and want to “get into Salesforce”,
• Finally students with maybe little or no IT experience.

How to create an organizational chart in Salesforce?

With Salesforce and Organimi:

• Create multiple versions of your chart in Organimi for scenario planning and share them with your colleagues
• Save your Organimi org charts to pdf formats so you can track changes over time
• Share your org charts with other power users who can help you edit and update them

More items...

How to create custom objects and tabs in Salesforce?

Try It Yourself

• In your Salesforce org, click and select Setup to open Setup.
• Click the Object Manager tab. ...
• On the Object Manager page, click Create | Custom Object .
• For Label, enter whatever you want to call your custom object. ...
• For Plural Label, enter the plural form of your custom object name.

More items...

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 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 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 make the dashboard visible in Salesforce?

If you have the “View My Team's Dashboards” or “View All Data” permission, select Let authorized users change running user to enable those with permission to change the running user on the dashboard edit page. Users with “View My Team's Dashboards” can view the dashboard as any user below them in the role hierarchy.

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 display the dashboard on my home page?

0:171:27How to Add a Salesforce Dashboard To Your Home Page - YouTubeYouTubeStart of suggested clipEnd of suggested clipShow up on everybody's. Screen whenever they log into salesforce. So if you wanted to do somethingMoreShow up on everybody's. Screen whenever they log into salesforce. So if you wanted to do something like that. What i'm going to do is i'm going to click the home tab. Right so this is where everyone

How do I add a report to my Salesforce homepage?

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...

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 you display dashboard in lightning component?

The collapsed version links back to the full dashboard.From Setup, enter App Builder in the Quick Find box, then select Lightning App Builder.Click New.Choose where to embed the dashboard. ... Give your app page or home tab layout a label. ... Choose a layout. ... Drag and drop the Dashboard standard component into place.More items...

How do I use dashboard in Salesforce?

Now that your report is created, let's visualize it using a dashboard component. Click the Reports tab. Click New Dashboard. From the Components tab, drag and drop the pie chart component onto the preview pane....Create a DashboardSelect All Leads for Show.Select Create Date for Date Field.Select All Time for Range.

How do I change the view as dashboard in Salesforce?

Determine the data perspective for dashboard viewers by setting who they view your dashboard as. The viewing user is listed above the dashboard, next to “viewing as.” Select a running user to specify which data to display in a dashboard.