To customize a dashboard, view it and click Edit. Add a Dashboard Component in Salesforce Classic. Add components by dragging a component type onto the dashboard, then dropping a data source (report, s-control, or Visualforce page) onto it.
- 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 to customize a Salesforce dashboard table?
The Perfect Sales Dashboard Should Have These 12 Sales Metrics
- Determine what you need to see on your sales dashboard. To get a contract signed, some sales require multiple long phone calls. ...
- Build your sales dashboard. ...
- Include these sales metrics in your dashboard. ...
- Your metrics dashboard helps manage your sales. ...
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
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 a Visualforce page in Salesforce?
To create pages in Setup:
- From Setup, enter Visualforce Pages in the Quick Find box, then select Visualforce Pages.
- Click New.
- In the Name text box, enter the text that should appear in the URL as the page name. ...
- In the Label text box, enter the text that should be used to identify the page in Setup tools, such as when defining custom tabs, or overriding standard buttons.
How do I change the properties of a dashboard in Salesforce?
Change a Dashboard's PropertiesClick the Dashboard Properties button.Edit the dashboard title and/or folder. Make the desired changes to your dashboard.Click OK to close the Dashboard Properties dialog box.
How do I change my Salesforce dashboard filter?
To apply the filter while viewing the dashboard, select a value from the filter's dropdown list. In Salesforce Classic, to modify or delete an existing filter, from the filter dropdown, select Edit Filter or Remove Filter.
How do I change the dashboard settings in a Salesforce report?
I am following these instructions:Click Add | Row Limit.Set the Row Limit to 10 , 25 , or Custom . If you choose custom enter a number between one and 99.Set the Sort By and sort order options. ... Click OK.Click Dashboard Settings in the toolbar.Choose a Name and Value to use in dashboard tables and charts. ... Click OK.
How do I change my running dashboard in Salesforce?
Choose a Running User in Salesforce ClassicEdit a dashboard.Click. ... Choose a running user setting. ... Optionally, select Let authorized users change running user to enable users with permission to change the running user on the dashboard view page. ... Click OK.In the View dashboard as field, enter a running user.More items...
Can I have more than 3 filters in Salesforce dashboard?
Each dashboard can have up to 3 filters, and each filter can have up to 50 Dashboard Filter Options.
How do I create a dynamic 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.
Where are the dashboard settings in Salesforce?
Click Dashboard Settings in the toolbar. Choose a Name and Value to use in dashboard tables and charts. Tables show both name and value.
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.
How do I change my home dashboard in Salesforce lightning?
Select a Default Home Page Dashboard within Salesforce ClassicClick Customize Page in the "Dashboard" section of the Home tab.Select a dashboard to be the Home Page default.Click Save.
How many dynamic dashboards are there in Salesforce?
The number of dynamic dashboards you can configure depends on your Salesforce edition; you can have up to five dynamic dashboards for the Enterprise Edition, up to 10 dynamic dashboards for the Unlimited and Performance Editions, and three for the Developer Edition.
What must you do to allow a user to edit your dashboard?
Allow users to View Dashboards and remove ability to Create, Edit and Save DashboardsClick Manage > Accounts.Click the namespace with Group or Role you want to customize.Go to Group or Role Properties > Customization tab.Click Features to customize.Expand Dashboard.Expand Navigation Bar > New.More items...•
What is customizing dashboards?
A final common task when customizing existing dashboards is the need to add certain charts to other dashboards. You may have an executive dashboard where you may need a certain chart of a key performance indicator (KPI), or be tasked with building a dashboard for the marketing department to review in a weekly meeting, where everyone just wants to see the high level reports.
How to clone a dashboard?
For Dashboards, just click the “Clone” button that is above every dashboard. This creates a full copy of the dashboard you can rename and save.
How to remove unused charts from dashboard?
In these cases, after first cloning the dashboard it is easy to remove unused charts from the dashboard, and reposition the ones that are in use. Simply click “Edit” on a dashboard and click the “x” in the upper right hand corner of the charts you wish to remove.
Do you have to make a copy of Salesforce dashboard?
The first rule of customizing dashboards and reports — and this is especially important if you are new to Salesforce’s reporting capabil ities — is to ALWAYS make copies of the dashboards and reports you are modifying. That way you always preserve the original copy, in case you need it later.
Can you group Salesforce reports by date?
Depending on how much data you have of a particular kind, you may also want to change the groupings of the dates. Salesforce Summary or Matrix reports can be grouped by any field in the report, which cause reports to be summarized by those groups — for example, you could group leads by Lead Source, or by Created Date.
What is dashboard designer?
This is where you pull all of your lenses together to create one unified view—that is, a dashboard.
What is a tile dashboard?
Tile dashboard: This is a dashboard that pulls together links to other dashboards (for example, if you had a dashboard built out for all your sales reps, but wanted to compile all that data for a sales manager, you could use this dashboard, using tiles to represent each sales rep's individual dashboard).
How many templates are there in B2B Analytics?
You also can build dashboards using any of five templates in the B2B Analytics app.
How effective are dashboards?
Dashboards are most effective when they give you an overview while ensuring you know the details, too. Salespeople and sales managers have to juggle a number of big-picture metrics, including: With that in mind, the perfect sales dashboard should have some combination of the following 12 metrics.
What is dashboard in business?
A dashboard, such as the one in a car, is a tool that visually showcases information: It’s where you can quickly and easily see vital signs that affect your current task. In business software, a dashboard for your sales platform provides important information at a glance and keeps you aware of necessary metrics and performance standards.
Why are dashboards important?
Dashboards are most effective when they give you an overview while ensuring you know the details, too. Salespeople and sales managers have to juggle a number of big-picture metrics, including: Individual salesperson performance. Pipeline performance. Forecasts. Your company’s competition. Product performance.
What is the sales cycle?
Sales cycle. The average duration or time, typically measured in days, it takes a salesperson or your team to win a deal. If you take this average and compare it to the age of each opportunity, you can see if your current opportunities are moving through the funnel as expected. 8.
How many metrics should be in a sales dashboard?
With that in mind, the perfect sales dashboard should have some combination of the following 12 metrics.
What is a chart in CRM?
Charts can include dials, leaderboards, bar graphs, historical trend graphs, pie charts, fun nels, plotted points, and a variety of other options. Your goal is to display relevant information in a way that’s quickly understood — and using your CRM, to make sure your dashboard is always up-to-the-minute accurate, which is especially important when a salesperson is outside the office and views their mobile dashboard.
Is it easier to sell to existing customers or to sell to new customers?
It’s easier and more cost efficient to sell to existing customers than it is to sell to new customers. As a salesperson, you need to balance new business with upsells. This metric keeps you on track.
Clone / Save as
Changing Date Ranges Or Date Groupings
- One of the simplest changes to make in your dashboards is adjusting the date ranges displayed in the charts. Sometimes date ranges are just based on personal preference, but often you need to modify them based on your business. If you measure sales on a monthly basis or want to be able to see the immediate impact of a campaign, you may want to see shorter time periods, but if you…
Remove Charts You Don’T Need
- Some existing Salesforce dashboards will have a number of charts for areas where your company may not have data. For example, the CloudAmp Analytics Dashboards have charts for all 20 goals that you can define in a Google Analytics account, but most organizations only have a few goals set up for their web site. In these cases, after first cloning the dashboard it is easy to remove un…
Change Chart Types
- I prefer line graphs for most of my dashboards, but you may prefer bar charts. Or perhaps your boss just loves pie charts. Depending on the type of data in your report, it may not be advisable (or technically possible) to switch to a certain type of chart, but generally it is quite simple to change a chart type in Salesforce dashboards. After cloning your dashboard, just click “Edit”. Then go to …
Use Charts Elsewhere
- A final common task when customizing existing dashboards is the need to add certain charts to other dashboards. You may have an executive dashboard where you may need a certain chart of a key performance indicator (KPI), or be tasked with building a dashboard for the marketing department to review in a weekly meeting, where everyone just wants to see the high level report…
Learning Objectives
Before You Start
- Review your company priorities before moving forward with Dashboard creation. Ask for input from your team. Here are some topics to consider. 1. Your individual and team goals and metrics 2. How frequently you need to track those goals and metrics (daily, weekly, monthly) 3. The visual presentation of the data (chart, table, numeric sum) For example, let’s say you identify the goal o…
Build A Lens
- Before you build a dashboard, you need to build a lens. And of course, before you build the lens, make sure your data is clean. Let's go back to our example of tracking click-through rates over time. Here’s how to build that lens. 1. Navigate to the Analytics Studio. 2. Click into the B2BMA app. 3. Click into the Pardot Emailsdataset. 4. For Horizo...
Build Your Dashboard
- Now that you’ve organized your data and built at least one lens, let’s look at the Dashboard Designer. This is where you pull all of your lenses together to create one unified view—that is, a dashboard. There is no one correct way to represent your data. Decide with your team what is most useful to anyone using the dashboard. Let’s place the lens that we’ve created onto the can…
Other Ways to Build Dashboards
- You also can build dashboards using any of five templates in the B2B Analytics app. 1. Comparison:With this template, you can compare metrics side-by-side across a single dimension such as a region, date, or specific marketing campaign. 2. Details:With this template, you can visualize your data with charts and include record-level details in a table. 3. Summary:This templ…