Quick summary
A Salesforce dashboard lets you visualize key CRM data using charts, tables, and widgets pulled directly from existing reports. This step-by-step walkthrough covers everything from creating a new dashboard to saving and arranging components for a clear, actionable layout.
Steps
- Navigate to Dashboards from the Salesforce navigation menu.
- Click the New Dashboard button to start building.
- Enter a Dashboard Name that clearly describes its purpose.
- Click the +Widget button and select Table/Chart to add a component.
- Select a report that contains the data you want to visualize.
- Click Select to confirm your chosen report.
- Choose the chart type you want to use to display the data (e.g., bar chart, line chart, table).
- Customize the component by adjusting chart types, titles, and labels.
- Resize and arrange the dashboard components for an optimal layout.
- Click Save to create and store your dashboard.
- Click Done to exit editing mode and view your finished dashboard.
