If you go to Personal Setup > My Personal Information > Change My Display > Home > Customize My Pages (button) > You'll arrive at the settings for Dashboard Snapshot Component. You can then select which Dashboard components you want to have displayed on your home page.
Full Answer
What is Salesforce dashboard?
Salesforce dashboard is one of the biggest unique selling point of the product. Apart from the default dashboards that come with the service, Salesforce developers have also provided several add on th Salesforce dashboard.
What is drag and drop dashboard builder in Salesforce?
The drag-and-drop dashboard builder is an intuitive interface for building dashboards from source reports or Visualforce pages you’ve created in Salesforce. In addition to dashboards, you also have options to add charts to reports and record page layouts.
Can I use a Visualforce report in a dashboard?
Use a Visualforce page when you want to create a custom component or show information not available in another component type. Finally, when selecting a report for use in a dashboard component, all report formats may be used, however, Tabular reports must be limited by row to be used in a dashboard.
How do you create a sales dashboard?
The Perfect Sales Dashboard Should Have These 12 Sales Metrics 1 Determine what you need to see on your sales dashboard. To get a contract signed, some sales require multiple long phone calls. ... 2 Build your sales dashboard. ... 3 Include these sales metrics in your dashboard. ... 4 Your metrics dashboard helps manage your sales. ...
How do I change the display in Salesforce dashboard?
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 view as in Salesforce dashboard in lightning?
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.
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 specify dashboard settings in 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 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 change the 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.
How do I create a dynamic dashboard?
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.
What is a dynamic dashboard?
Dynamic dashboards enable each user to see the data they have access to. With a dynamic dashboard, you can control data visibility without having to create a separate dashboard, with its own running user and folder, for each level of data access.
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 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.
How many parts can a dashboard have?
20 componentsA dashboard shows data from source reports as visual components, which can be charts, gauges, tables, metrics, or Visualforce pages. The components provide a snapshot of key metrics and performance indicators for your organization. Each dashboard can have up to 20 components.
What are the objects components you can use in a dashboard?
There are 5 types of components in Salesforce Dashboard :Charts: Used for showing comparisons. ... Table: Tables are used for showing lists. ... Gauge. Gauge is used to show progress towards a goal.Metric. ... Visualforce. ... Folders: ... Running User:
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 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.
Can you add a chart to a report?
If you don’t want to create a dashboard, but just want to add a chart to your report, then report charts may be right for you. Report charts allow you to place a single chart right at the top of your report, so that when you view the report, you can see the chart and the report results in one view.
What is dashboard in sales?
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. Sales management, ops, individual account executives, and other team members all benefit from using sales dashboards.#N#The majority of top salespeople rely on their sales dashboard for day-to-day operations. Depending on your industry, type of sales (B2B or B2C), the size of your company, and your role, your metrics dashboard may not be the same as someone else’s on your team. And based on current incentives, company offerings, and personal and departmental goals, some metrics may be necessary one week but not the next.#N#Your dashboard is an effective way to keep your sales — and your goals — organized and continuously updated. No matter your personal needs, there are specific metrics that are always pertinent. Just like the dashboard in a car, without these data points you won’t know the health of your sales, how quickly you can achieve your goals, or if you need to speed up (or slow down) your sales process.
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.
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.
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.
