Determining the way to make sense of your knowledge is the place the actual cash lies. Should you’re a Salesforce consumer, that is what dashboards are for. Salesforce dashboards allow you to take knowledge from totally different studies and visualize them in numerous methods, so you may kind knowledge in a means that makes essentially the most sense to your workforce.
Right here, I am going to stroll you thru the way to create dashboards in Salesforce. However first, the fundamentals.
Desk of contents:
What’s a Salesforce dashboard?
Salesforce dashboards allow you to create a visible show of information out of your Salesforce studies. Every dashboard is made up of what Salesforce calls widgets—several types of charts, graphs, and tables—that will let you get a fast overview of key metrics for your online business.
There are eleven totally different widget varieties in whole:
You are in a position to customise every widget as nicely, giving it a title, subtitle, footer, and a lightweight or darkish theme.
The way to construct a Salesforce dashboard
I am going to information you thru creating dashboards in Salesforce utilizing an instance dashboard that exhibits new leads, in addition to their present lead standing.
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Click on the Dashboards tab.
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Click on New Dashboard within the top-right nook.
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Give your dashboard a reputation, add an outline if you would like, and select a folder you’d prefer to put it in.
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Click on + Widget, and choose a format for the information: chart or desk, textual content, or picture.
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Within the popup menu, select a report that you simply need to pull knowledge from. As soon as you’ve got chosen your report, click on Choose.
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Customise your widget by selecting what information you need to pull from the report, and the way you need it to show. When you’re performed customizing, click on Add.
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Repeat so as to add every other parts you need in your dashboard.
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As soon as you’ve got added your entire parts, click on Save, then click on Carried out.
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Your dashboard is created! Overview your printed dashboard to ensure all the pieces appears to be like proper.
When to create a Salesforce dashboard
Dashboards are created from knowledge that already exists in a report, so why hassle constructing one?
All of it goes again to insights. Stories are priceless, however rows and rows of information aren’t very simple to learn by means of—a lot much less acquire any perception from. With dashboards, you may show knowledge out of your studies in a means that is most useful for you.
Dashboards may even assist totally different groups derive totally different insights from the identical studies. For instance, gross sales groups can use a lead report back to construct a gross sales funnel dashboard that exhibits them the place totally different prospects are within the gross sales cycle.
On the similar time, entrepreneurs can use that very same lead report back to create a dashboard displaying what number of advertising and marketing certified leads (MQLs) they introduced in, or what sources are producing essentially the most leads.
Similar report, totally different insights.
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See your knowledge clearer with dashboards
Feeling such as you’re not getting as a lot as you may out of your knowledge? Dashboards may very well be what it’s good to give your self a recent view that simply may spark among the perception you’ve got been ravenous for.
Associated studying:
This text was initially printed in January 2023. The latest replace, with contributions from Nicole Replogle, was in June 2025.
