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How to create dashboard in Salesforce?

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Dashboard Introduction In Salesforce

Dashboards are a quick way to view multiple reports of summarised data at once. You can have up to 20 components in a single dashboard. The profiles which have access to run specific reports can view dashboards. Whenever you refresh the dashboard, it displays the up-to-date data. 

Dashboards is the easiest way to share the information among colleagues and the management team. Dashboards are helpful in analysing the reports, both old and new, by comparing them, and this helps in reaching our goals by the end of the year.

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Dynamic dashboards permit the user to access the data according to the permission they are provided with. Without the read access to the record, the user cannot be accounted for the dashboard. This scenario allows you in controlling the data visibility for not creating another dashboard.

Why build a Salesforce Dashboard?

The following are the reasons for building the Salesforce Dashboards:

  • Easy to use.
  • Quick access to sales reports.
  • Make reporting easy.
  • Accessible to everyone.

Benefits of Salesforce dashboard:

Salesforce offers a number of advantages for business users in visualizing the sales and marketing data, and the advantages include:

Easy to use: In salesforce, it takes very less time for a business user to create Salesforce dashboard and access information related to the dashboard. Predefined templates are provided for business user conveyance and craft dashboards in just minutes. 

Live data analysis: Salesforce dashboards provide business users with data related to sales up-to-date and helps them to maintain marketing trends and patterns. In this way, users can perform live data analysis and real-time sales analysis, and manipulate their day-to-day efforts if any changes required.

Problem Identification: Marketing and sales professionals are repeatedly checking for ways to identify and resolve potential problems before escalating, and this where Salesforce provides the platform provides a quick analysis of the marketing trends and solves the issues facing during inherent challenges.

Customisation: We can create custom dashboards based on our requirement. 

Business improvement: Salesforce helps sales and marketing professionals in analyzing their company’s competitors. Salesforce dashboards are ideal dashboards and these empower the business by providing marketing and sales insights.

How To Create A Dashboard:

Click on the “Dashboard” On the “Tab Bar” >> Click on “New Dashboard” >> “Save” the Dashboard

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New DB button imagesave DB button image

Step1: “Drag and Drop” the Components in the left of Dashboard area to the respective columns.

components in the columns

After, Data Sources (Desired Reports) should be Dragged from the left of the Dashboard area and Dropped to the respective columns.

Data sources in the columns

Note: You cannot add one more column in the Dashboard, whereas you can Add another Data Source in the columns.

Data Source

Limitations Of Dashboard:

  • Each Dashboard has only 3 columns.
  • Each Dashboard can contain upto 20 Components.

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How To Add Dashboard on Home Page?

Click On Setup >> Top Left Search option type “Home” >> Select “Home Page Layouts” >> Edit the “Home Page Layout” under action.

Home page layout

Step1: Select the checkbox by name “Dashboard Snapshot” to enable Dashboard at home >> proceed to “Next”.

Dashboard snapshot

Step2: Just select the order of the Component in the Salesforce Area (or) Org and “Save” the Component.

component position

Select the “Home” Page Button, The dashboards will be available in the Home page.

Dashboard at Homepage

Different Report Performance’s In The Dashboard Area?

Click on the “Dashboard” On the “Tab Bar” >> Click on “New Dashboard” >> “Save” the Dashboard.

Step1: Drag and Drop the Components in the left of the Dashboard area to the respective columns.

After, Data Sources (Desired Reports) (ex: matrix report &  summary report & joined Report) should be Dragged from the left of the Dashboard area and Dropped to the respective columns.

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Note: The column with “Joined Report” will not create, because whatever the chart used in the “Joined Report” same chart should be used in the “Dashboard”. The same repeats in the “Tabular Report” also.

Dashboard with matrix

But, we have a solution to create the “Joined Report” in Dashboard. It is: please select the gear icon (settings option) in the “Column” in the Screen or Dashboard Area, and Select the option “Use chart as defined in source report” and proceed with “Ok”.

Dashboard with matrix

Dashboard with Matrix

Creating Tabular Report at Dashboard

For the “Tabular Report”, Chart cannot be prepared as it does not have “Chart” option to create. So, we can use “Table” Component to prepare at “Dashboard”. It throws an error stating that the component cannot be created.

Solution: Go to Reports >> Tabular Report >> Customise >> Filters - Add (Row Limit) >> Ok >> Dashboard Settings(Enabled)  >> Select “Name”, “Value” >> Ok >> “Save” the Report.

Dashboard with Tabular Report

Dashboard with Tabular Report

Dashboard with Tabular Report

Dashboard with Tabular Report

After “Save”, Reopen the Dashboard already created. You can view the Tabular report in “Dashboard”.

Dashboard with all Reports

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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About Author

Arogyalokesh

Arogyalokesh takes complex technical ideas and distills them into user-friendly visuals to improve digital marketing campaigns for companies. He is a Content Writer at Mindmajix spreading nuggets of content related to Technology. Proceeded to work in a fast upscale environment, assuring client delight in content writings


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