Step 1: Firstly, from the Dashboards tab click New Dashboard. Step 2: Secondly, you’ll be asked to give the Dashboard a name, a description, and choose the folder location where it’s saved. Give it a reasonably descriptive name, include a summary of the dashboard in the description.
- On the Reports or Dashboards page, find the report or dashboard you want to rename and select the Rename row level action. Alternatively, navigate to the report or dashboard folder, click. next to the New Folder button, and select Rename.
- Enter the new name.
- Click Save.
What are the dashboard components in Salesforce?
Salesforce dashboard components are used to represent data. Salesforce dashboards have some visual representation components like graphs, charts, gauges, tables, metrics and visualforce pages. We can use up to 20 components in single dashboard. There are four types of dashboard components in Salesforce.
What is the purpose of the sales performance dashboard?
It also helps them understand whether the sales executives have been prompt in taking actions about a lead. This dashboard provides organizational level metrics for analyzing the performance of the sales team in profitability related areas like margin, dealer discounts, sales activities, the pace of conversion, etc.
How do I edit or delete a component in Salesforce?
The component is deleted. You can easily change where a component appears using Salesforce. Click and drag the component to the desired location on the page. The component moves to the designated position. Click the wrench icon on the component you want to edit. The Component Editor appears.
How to create a new dashboard?
Click on “New dashboard” and add the components by drag and drop to the columns in the window. Drag and drop data sources to these components and save. If playback doesn't begin shortly, try restarting your device.
How do I change the components 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.
What are the components of a dashboard called?
Dashboard componentsNumberDashboard Element Name1Reports Tab2Dashboard Navigation Menu3Dashboard Navigation Menu Item4Dashboard Tab4 more rows
How do I add a component to a dashboard in Salesforce?
On the dashboard where you want to add a component, click 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. ... Click.More items...
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.
What is a Salesforce dashboard component?
Dashboard components include different types of charts, tables, metrics, and gauges. You can customize the grouping, summary, and display of data for each of them. The Salesforce Dashboard Builder is an intuitive interface that allows you to generate dashboards from standard or custom reports created in Salesforce.
What are the different components of dashboard in Salesforce?
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:
How do I add components to my dashboard?
List of Standard ChartsClick the Dashboards tab.In the Dashboards Home page click Add Component.In the. Add Component page, do the following: ... Click Next.In the Add Component page, select the type of chart from the Select Chart Type list box. ... Click Finish.
How many components can be places in a dashboard?
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.
How do I copy a dashboard component in Salesforce?
Copy and Paste Widgets Across DashboardsTo copy and paste one or more widgets, first select them. To select multiple widgets, use Ctrl or Cmd.To copy widgets, use Ctrl+c, Cmd+c, or click the copy icon ( ).Paste widgets in the same dashboard or a different one. To paste, use Ctrl+v, Cmd+v, or click the paste icon ( ).
How do I rename a dashboard in Salesforce?
On the Reports or Dashboards page, find the report or dashboard you want to rename and select the Rename row level action. Alternatively, navigate to the report or dashboard folder, click. next to the New Folder button, and select Rename.Enter the new name.Click Save.
How many components can a Salesforce dashboard support?
20 componentsEach dashboard can have up to 20 components.
How do I add a dashboard to the 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...
What is dashboard in Salesforce?
Dashboards in salesforce help facilitate you with a quick snapshot of all stats in one analytical view. Dashboards and reports are essentially the analytical highlights of Salesforce.
What is dashboard in business?
A dashboard is a pictorial representation of data, generated by reports, and visual force pages. It helps the user identify trends, and analyze the impact of activities on business to expedite well-informed decisions. The visual representation of data is quick and easy to understand the changing business conditions.
Can tabular reports be displayed in dashboard?
The dashboard setting option is available next to the report setting for tabular reports limited by row. Tabular reports can’t be displayed in Dashboards by default, but it can when delimited by rows.
Can you display summary and matrix reports in dashboard?
Summary and Matrix reports can be displayed in Dashboards at ease with different components available. Though Tabular reports can only be displayed with row limit and in tabular format. Also for joined reports, only the chart format in the source report can be displayed at the dashboard.
What is a Salesforce Dashboard?
A Salesforce dashboard is an abstraction over reports. To clarify, it needs at least a report to pull its data from. Salesforce dashboard can be also based on multiple reports too. In addition, Salesforce provides granular control over who has access to viewing specific dashboards and reports. Then, sharing is accomplished through folders.
How to create a Salesforce 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.
Salesforce Dashboard Unique Tips
As with all things Salesforce, there are tips, tricks as well as features to take it to the next level. Here’s a quick collection of some.
The best Salesforce Dashboard list
The primary purpose of this dashboard is to motivate your sales employees by adding a competitive spirit to their day to day work. The dashboards display the current top salesman by revenue. Above all, the main focus of this dashboard is sales performance and in helping, sales managers keep close control over their teams.
Conclusion
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.
How many components are there in Salesforce dashboard?
Salesforce dashboards have some visual representation components like graphs, charts, gauges, tables, metrics and visualforce pages. We can use up to 20 components in single dashboard.
What is dashboard component?
Hello, Dashboard components can be charts, tables, gauges, metrics, or other components that you can create with VisualForce. Also, There are a few different ways that you can summarize data with Salesforce charts. Depending on the type of data you have there are a few different charts you can use:
What are the components of a dashboard?
Different Dashboard Components are -. 1. Chart: Use a chart when you want to show data graphically. 2. Gauge: Use a gauge when you have a single value that you want to show within a range of custom values. 3. Metric: Use a metric when you have one key value to display.
How to change where a component appears in Salesforce?
Move a Component. You can easily change where a component appears using Salesforce. Click and drag the component to the desired location on the page. The component moves to the designated position.
Can you save a project to your dashboard?
You’ll want to be able to return to your dashboard. It’s simple to save your project for later. If you're doing a lot of editing, you should save your changes periodically.
