How to create dashboard in Salesforce

Introduction to Salesforce Dashboards

Extensive Dashboards allows you to render decisions and take measures. Sometimes if you require to view in-details in brief, particularly according to the end-users and devices used, go to the dashboard, your service for outlining and exhibiting the salesforce data in a pictorial form. The dashboard of salesforce enables you to provide different adjacent reports through dashboard elements present on the dashboard page menu. Through dashboard elements, you can personalize how data is classified, outlined and exhibited for every element.

Features of Salesforce Dashboard

1. Dashboard Editor

It is a visible drag and drops tool mechanism which is used to create new dashboards and modify the available dashboards. It is the place where we can arrange, insert and edit the elements of the dashboard. To initiate a new dashboard, select “New Dashboard”.

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2. Components

The dashboard consists of several components, and every component comprises a metric or chart that displays data from a particular report. Multiple components or elements can display data from multiple reports.

3. End-user

In salesforce, different users will have different privileges to use the data. A dashboard exhibits the data that the user working in the dashboard can access.

4. Filters

It lets the readers of the dashboard analyze the data from a particular perspective.

Components in Dashboard

• Chart:

It is used when you want to display the data graphically. You can select a particular chart from several types of charts.

• Gauge:

It is used when you have a unique value that you can display under a scale of practice values.

• Metric

To display a single key-value, we will use the metric

• Table

To display report data in column format, we will use tables.

• Visualforce Page

We will use a visualforce page to generate a personalized component.

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Steps to Create a Dashboard in Salesforce

Before creating a dashboard, we should create a report that we use in the dashboard. Steps to create a report are as follows:

• Select the Reports Tab

• Select New Report and pick up the sales according to the report type.

• Include the below filters

• Select the entire contacts of the organization.

• For creating a Date field, we will click “Create Date”.

• For Extent, we will select “All time”.

• Select Tabular format and choose the summary.

• Pull Lead source from the Fields pane to the preview pane.

• The columns like First name, Last name should be added in your report.

• select Run Report.

•  Select Save As and save your sales report.

•  Select My Report file

• Select save and come back to report.

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As our report is ready, we can visualize it through the dashboard.

• 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. You can edit it according to your requirements.

• If you want, you can type the title and footer.

• Select ok

• Select save and save the dashboard with the name “sales Dashboard”.

• Select save and Run Dashboard.

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Dashboard Filters

They are used to give multiple combinations of data through a single dashboard. There is no need to create a separate dashboard for each user and we can allocate them a related filter.

Steps to create a Dashboard Filter:

1. Select edit in the sales Dashboard and then select Filter.

2. Click the sale status field to filter from the Field Drop-down. When the dashboard has more than one component, a drop-down will display the filters that can filter the components.

3. Label the filter for identification purposes, 

4. Within Filter options, pick up an operator and give values to filter.

5. To name the filter, we will use the Group Name field.

Conclusion

In salesforce, to visualise the data we will use dashboards. The dashboard makes us see the reports of the data from a particular perspective. In the dashboard, we can analyze according to our requirements. Based on that analysis, we can enhance our business. Through Dashboard filters, we can filter the data.

In the next topics, we will discuss in detail about, “Salesforce Lookup Relationship.” Keep following us for more info on Salesforce Administration

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