what are dashboards in salesforce

by Petra Huel Published 3 years ago Updated 2 years ago

A Salesforce Dashboards has three ingredients:

Firstly, Source Reports: there are reports that feed the data into the visual components. ...
Secondly, Filters: allow the people using the dashboard to limit the data they want to see in the dashboard to a particular view.
Thirdly, Components: are the widgets which display the data you want to see in a visual format. ...

Dashboards let you curate data from reports using charts, tables, and metrics. If your colleagues need more information, then they're able to view your dashboard's data-supplying reports. Filter a Dashboard. Dashboard filters make it easy for users to apply different data perspectives to a single dashboard.

Full Answer

How do I create a Salesforce dashboard?

We have the below three categories:

Unfiled Public Folder: The contents of this folder will be available for all the users in the org. Everyone has access to these reports and dashboards in salesforce.
My personal Folder: The contents of this folder will be available for only the owner of this folder. ...
Custom Folder: Selective sharing aint possible with the above-mentioned folders. ...

How to create dashboards in Salesforce?

From the Dashboards tab, create a new dashboard or edit an existing one.
Click View dashboard as drop-down button next to the View dashboard as field.
Select Run as logged-in user.
Optionally, select Let authorized users change running user to enable those with permission to change the running user on the dashboard view page. ...
Click OK.

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How to create reports and dashboards in Salesforce?

Visualize Your Data with Dashboards and Charts

Learning Objectives. Use the drag-and-drop dashboard builder. ...
Create Dashboards. Great reports help you make decisions and take action. ...
Drag-and-Drop Dashboard Builder. ...
Create a Dashboard. ...
Dashboard Filters. ...
Dynamic Dashboards. ...
Create Charts
Report Charts. ...
Embedded Charts. ...
Resources. ...

What is a dashboard and how do I open it?

Go to the dashboard or pinned perspective you want to create an Open Access URL for. ...
Make sure the dashboard or pinned perspective is already published. ...
Click on the share this dashboard button. ...
You'll see the following sharing options:
In the Open Access section toggle the enable open access button to on.

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How many types of dashboards are there in Salesforce?

There are four types of dashboard components in Salesforce.

What is difference between reports and dashboards in Salesforce?

Whereas Salesforce reports are displayed in columns and rows, the dashboard is a visual display of this data. Each component on the dashboard displays data from a single report. No component will display data from multiple reports. However, you can view a Salesforce report with multiple dashboarding tools.

What is a dashboard in Salesforce lightning?

Salesforce dashboards present multiple reports side-by-side using dashboard components on a single dashboard page layout. Dashboard components come in various chart types, tables, metrics, and gauges, and you can customize how data is grouped, summarized, and displayed for each component.

What are the dashboard components in Salesforce?

Dashboard components can be charts, tables, gauges, metrics, or other components that you can create with VisualForce.

What is a dashboard?

The definition of dashboard A dashboard is a visual display of all of your data. While it can be used in all kinds of different ways, its primary intention is to provide information at-a-glance, such as KPIs. A dashboard usually sits on its own page and receives information from a linked database.

What is the difference between a dashboard and a portal?

A portal is a framework for integrating people and processes across organizational boundaries. Dashboards are often part of a portal's “front-end” and are what the end users see to get a quick look at how things are performing.

What are reports and dashboards in Salesforce?

Salesforce reports and dashboards are the analytical side of the CRM. They are used to convert business requirement into Visual representations like Graphs, Pie Charts, Tables, Scatter Chart, Gauges, Metrics, Funnel chart and so on.

What are dashboard components?

One dashboard can contain up to 20 components....ComponentsHorizontal bar chart.Vertical bar chart.Line chart.Pie chart.Donut chart.Funnel chart.Scatter chart.

What is dashboard and its components?

Dashboard components can be charts, tables, gauges, metrics, or other components that you can create with VisualForce.

How do I create a dashboard in Salesforce?

Create a DashboardClick the Dashboards tab.Click New Dashboard.Name your dashboard All Opportunities . Leave all other fields as is and click Create.Click + Component.For Report, select Opportunities by Stage. Click Select. ... For Display As, select Vertical Bar Chart and click Add.Click Save.Click Done.More items...

How many reports are in a dashboard Salesforce?

Currently, Users can subscribe to a maximum of 7 reports or dashboards and be notified whenever set conditions are met. This maximum limit is currently hard-coded and cannot be increased. Note: The limit of 7 subscribed reports is independent for Salesforce Classic and Lightning Experience.

How do I create a dashboard?

To create a Dashboard:Sign in to Google Analytics.Navigate to your view.Open Reports.Click CUSTOMIZATION > Dashboards.Click Create.In the Create Dashboard dialog, select either Blank Canvas (no widgets) or Starter Dashboard (default set of widgets).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.

How to add a dashboard to Salesforce?

Go to the Dashboard button on the left menu bar in the Salesforce Home Page. Now, click on the New Dashboard and the following window appears. Fill in the name and description .

Why are dashboards better than reports?

Dashboards provide more insights than reports as they combine the data from many reports and show a summarized result. Looking at many reports at a time gives the flexibility of combining the results from them quickly.

What is Salesforce dashboard?

Salesforce dashboards are one of the biggest unique selling points of the product. Apart from the default dashboards that come with the service, Salesforce developers have also provided several add on dashboards that can be downloaded for free from the Salesforce application store that is named AppExchange.

What are the limitations of Salesforce dashboards?

A small limitation of the dashboards is that they are mostly based on values directly available from the Salesforce database and there is limited scope for transforming the values or combining this data to your transactional database, to form even more insightful dashboards.

What is forecast dashboard?

The forecast dashboard helps organizations get a clear picture of the sales forecasts for the quarter and help them track where they are, concerning their targets. It helps companies to train and coach their employees by holding them accountable for meeting the forecasts. The key focus areas of this dashboard are sales quotas and the quota attainment rates. It uses multiple underlying reports related to forecasts by employees. Forecast by a representative, forecast by the team, forecast by stage, and forecast by territory is used in generating this dashboard.

What is a marketing executive dashboard?

It helps them to discover what difference is made by marketing campaigns in generating and converting leads. This dashboard is a great tool to coach and mentor the marketing analysts and hold them accountable for the effectiveness of their marketing activities. Underlying reports include lead, sales, Inventory levels, billing status, etc. This report is part of the built-in dashboards provided by Salesforce.

Can Salesforce dashboards be shared?

Salesforce dashboards can be based on multiple reports too. Salesforce provides granular control over who has access to viewing specific dashboards and reports. Sharing is accomplished through folders. People who have access to the folders in which a dashboard exists can view it.

Use these Salesforce management dashboards to help your sales team hit or exceed your revenue targets

The data is always talking. It’s our job to listen. With the pandemic impacting countless industries, the story data tells keeps shifting. Is your sales pipeline generating enough leads? Tracking can help you figure out why. Are deals remaining open for too long? The numbers will tell you if it’s time to run a promotion.

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Next steps

Ultimately, dashboards are a tool that provide perspective and expose weak points. But it’s up to you to wield it effectively. By taking advantage of these seven dashboards, sales leaders will have the insight needed to make informed decisions about their business.

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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.

What is dashboard in org?

A dashboard is a visual display of key metrics and trends for records in your org. The relationship between a dashboard component and report is 1:1; for each dashboard component, there is a single underlying report.

What is a report in Salesforce?

A report is a list of records that meet the criteria you define. It’s displayed in Salesforce in rows and columns, and can be filtered, grouped, or displayed in a graphical chart. Every report is stored in a folder. Folders can be public, hidden, or shared, and can be set to read-only or read/write.

What does a running user see in dashboard?

If the running user is a specific user, all dashboard viewers see data based on the security settings of that user—regardless of their own personal security settings. For this reason, you’ll want to choose the running user wisely, so as not to open up too much visibility.

Can an administrator create a report type that shows only job applications that have an associated resume?

For example, an administrator can create a report type that shows only job applications that have an associated resume; applications without resumes won't show up in reports using that type. An administrator can also show records that may have related records—for example, applications with or without resumes.

Can you see dashboards in chatter?

However, to view the dashboard components, you need access to the underlying reports as well. You can also follow a dashboard in Chatter to get updates about the dashboard posted to your feed. Each dashboard has a running user, whose security settings determine which data to display in a dashboard.

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.

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.

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.

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.