How do I create a dashboard in Salesforce?
Creating a Dashboard in Salesforce. We must have some reports ready to assist in creating a dashboard. Go to all tabs under the plus icon at the Tab bar or just a quick search for dashboards to create a new. The classic experience combines reports and dashboards in Salesforce together while we have separate tabs for both in lightning.
How to create a dashboard in Salesforce?
- Select the reports tab.
- Select New Dashboard.
- We have to drag & drop the pie chart from the component tab.
- Select the data sources tab.
- Select the sales from the sales report and include them in the pie chart component.
- In a moment, the chart will be generated. ...
- If you want, you can type the title and footer.
- Select ok
How to customize Salesforce dashboards?
- ‘Display Units’ can be changed to display as a shortened number, full number, hundreds, thousands etc.
- You can check the ‘Show Values’ and ‘Show Percentages’ to display these also.
- You can amend the ‘Measure filter’ to display as a record count a different value.
How to build a Salesforce TV dashboard?
What are the different types of dashboard?
- Marketing Funnel dashboard. If your team is focused on optimizing the full customer journey and each conversion point, a Marketing Funnel TV dashboard could help them stay on track.
- Sales dashboard. A sales dashboard is used for two main reasons. ...
- Customer Support 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.
How do I customize the Lightning 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 change the classic dashboard in Salesforce?
Edit a DashboardTo customize a dashboard, navigate to the Dashboard tab and select Edit.Drag the component type you want from the Components tab onto your dashboard.Drag a report from the Data Sources tab onto the component you just dropped on the dashboard. To edit an existing component, click the pencil. .
What is the best practice to create dynamic dashboard?
Top 7 Best Practices for Building a Personalized Dashboard with Specific Metrics for Your BusinessEstablish the Business Goals to Achieve with the Dashboard. ... Simplify the Dashboard. ... Consider Your Audience. ... Select Relevant Metrics. ... Choose the Right Type of Chart. ... Avoid Cluttering Your Dashboard.More items...
What are dynamic dashboards in Salesforce?
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.
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.
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 add a filter to Salesforce dashboard?
Edit a dashboard, and then click + Filter in Lightning Experience or Add Filter in Salesforce Classic. ) to see them. Give the filter a display name or label to identify it. If the filter has many equivalent fields, consider using a name that works for all components.
How do I change the view as dashboard in Salesforce?
Open the Properties menu by clicking . Under View Dashboard As, select who people view the dashboard as:Me — Dashboard readers see data in the dashboard according to your access to data. For example, if you can only see Opportunities in Canada, then dashboard readers only see data about Opportunities in Canada.
What are the best practices in dashboard design?
Dashboard design best practicesDecide what your users need from your dashboard. ... Responsive dashboards hand power to the user. ... Great dashboards lead with key data. ... Use information architecture for great dashboard design. ... Use different views to keep things light. ... Use consistent design language and color scheme.
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.
What are the characteristics of highly effective dashboards?
Key Characteristics of Great DashboardsThey communicate information quickly.They display information clearly and efficiently.They show trends and changes in data over time.They are easily customizable.The most important widgets and data components are effectively presented in a limited space.
What is a Salesforce dashboard exactly?
Dashboards are a highly visual, customizable, aggregate view of reports that are meaningful to a given user’s role.
Who needs dashboards?
Virtually every role within your organization can benefit from some sort of dashboard.
Where to begin when building a dashboard
Knowing where to start, especially when building your first dashboard, can be a challenge. It’s helpful to have a clear understanding of what you’re trying to accomplish with your dashboard.
How to create a dashboard
So you have your plan, you know your audience, the data they need to see, and roughly how you want your dashboard to look. Now it’s time to put it all together!
Dashboard Pro Tips
As with all things Salesforce, there are tips, tricks, and features to take it to the next level. Here’s a quick collection of some.
A Final Thought
Dashboards are incredibly flexible and powerful. They can also be incredibly time consuming and at times a bit difficult to understand exactly how to get the right source reports to provide the data you want to display. I recommend that you go into your dashboard projects with your eyes wide open.
Determine what you need to see on your sales dashboard
To get a contract signed, some sales require multiple long phone calls. Others need in-person meetings. Closing a $1 million deal can take more nurturing than smaller accounts, although some SMB owners are stalwarts of “the way we’ve always done things” and require a long, personalized customer journey.
Build your sales dashboard
Vehicles don’t have vital statistics, such as information provided by the speedometer, small or hidden in a corner of the dashboard. Nor is the gas gauge just a simple light that comes on only when you’re on empty.
Include these sales metrics in your dashboard
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:
Your metrics dashboard helps manage your sales
Most salespeople benefit from keeping an eye on the 12 metrics explained above.
To begin customising Salesforce dashboards
To create a Salesforce Dashboard navigate to the Dashboards tab, click New Dashboard to create or click on an existing dashboard to edit:
To customise a Lightning dashboard
You can edit an existing dashboard by clicking the pencil icon on the component or add a new component by clicking + Component.
Further ways to customise your dashboard
Navigate to Setup and search Reports in the Quick Find box and select Reports and Dashboards Settings.
What are your goals?
Every team has goals or objectives. Managers need to know are they meeting their goals and everything is progressing in the right direction. Maybe they’re exceeding their goals and it’s time for a pizza party, or perhaps they’re falling behind and the manager needs to hold a special team meeting this Friday.
Why are you asking for this now?
Unless you’re actively implementing Salesforce, chances are you already have some reports and dashboards already. So what happened to cause this person to ask for a new report or dashboard? I used to have a manager that would ask for a new dashboard every week.
Create Dashboards
Great reports help you make decisions and take action. But sometimes you need to get your insights at-a-glance, especially depending on your audience and the device being used. Enter the dashboard, your utility for summarizing and displaying your Salesforce data in a graphical layout.
Drag-and-Drop Dashboard Builder
Meet the drag-and-drop dashboard builder, your way to visualize your data for easy consumption at-a-glance. To access the dashboard builder, click on the Reports tab and click New Dashboard.
Create a Dashboard
Let’s walk through creating a dashboard. First, you’ll need to create the source report we’ll use in the dashboard. In this example, we’ll make a simple Leads report.
Dashboard Filters
Dashboard filters make it easy to provide different combinations of data from a single dashboard. You don’t need separate dashboards for different sets of users — just give each group a filter that makes sense for them.
Dynamic Dashboards
With dynamic dashboards, each user sees the data they have access to without needing to create separate dashboards for each user.
Report Charts
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.
Embedded Charts
Since we’re putting some charts in Salesforce, why not embed them in your object records? Embedded charts allow you to add up to 2 charts on a single page layout. Here’s an example. Additional limits apply, see this help topic for more details.
Dashboard Components
- Similar to the options available when adding a chart to a report, when adding a dashboard widget, you will be prompted to choose between a number of available chart options. If the source report already has a chart added, you can also opt to keep the chart settings from there: “Use chart sett…
How to Create A Dashboard in Salesforce
- Now that we’ve covered the basics, it’s time to get hands on! In our use case, a sales manager would like to see how his team is performing. Specifically, he is interested in seeing the total Opportunity amount associated with his team, and how much each member has contributed, as well as a view of each sales rep’s Opportunities broken down by “stage”.
Key Information
- Each dashboard can support a maximum of 20 components.
- The same report can be used for one or multiple components.
- Dynamic Dashboardsare limited to a maximum of ten, five, or three per org based on the edition.
Summary
- The out-of-the-box “Salesforce Dashboards” functionality combines accessibility, ease of use, and capabilities, making it a very widely used, close-to-ideal feature. Being able to juggle Salesforce’s reporting module is an absolute must for both aspiring admins and the more senior trailblazers who are well into their journey. The reason is simple – as long as users are working in Salesforc…