Salesforce Dashboards - Salesforce

What Are Salesforce Dashboards?

Dashboards offer more visions than reports as they associate the data from numerous reports and show a short result. Looking at numerous reports at a time gives the flexibility of joining the results from them speedily. Also, summaries in dashboards help us choose on action plans quicker. The dashboards can comprise charts, graphs and Tabular data.

Let us now see the steps to create a dashboard.

Step 1

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


Step 2

Next, we add components to the dashboards. Components are graphical objects which present the summarized or tabular data with visual indicators like colors, etc. In our case we add two components as shown below.

Select the Opportunity Amount by Stage report and present it as a line chart.


Likewise, we select additional component to be added. Select the report Leads Converted All Time as shown below.


Step 3

In this step, we see both the components are noticeable in the dashboard. We can resize the components for better visibility. And there is still more place for additional components.


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