How to Create Dashboards In Salesforce – A Tutorial

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Once you have mastered reports in salesforce, dashboards are the next frontier. Dashboards provide a way of representing the reports you have created visually. You can include charts in your reports, but dashboards provide you with additional options as well as the ability to include up to 20 tables and charts on a single page for a quick view of several reports. If you wish to learn how to create dashboards in salesforce, then read on.

After you have finished creating your report, creating dashboards is quite literally a drag and drop job. One important thing that you need to do is ensure that you have created the correct report type. Tabular reports simply won’t work with most of the components not unless they have a row limit, and then they can work with table or chart components. In most instances when you will be creating reports to work in dashboards you will probably be working with summary reports since you are summarizing a particular value and then displaying the same in a pipeline chart, pie chart, bar chart, etc.

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How To Create Dashboards In Salesforce – The Procedure

  1. First, navigate to the reports tab and click on ‘New Dashboard’, which is directly next to ‘New Report’. If you do not see this button here then you probably do not have the proper permissions. The best thing you can do in this case is to contact your System Administrator.
  1. Next, you will see the layout design manager for the dashboard. On the left, you can see the various components that you can include in your dashboard. Starting from the left, you will find options including a line graph, bar charts, pie chart, pipeline funnel, gauge chart, scatter chart, table, metric, and doughnut chart. Unfortunately, this article does not offer a detailed explanation of each of these since it is not its purpose.
  1. After you have selected your chosen component, you can simply drag and drop it into your column of choice. This is step one. Step two involves populating the chart with some data. You will see ‘datasources’ on the tab next to components. This is simply a list of all your reports in salesforce. A small tip here in case you are creating a big dashboard is to ensure that you create a new folder that can contain everything. After you have found your chosen report simply drag and drop it onto the component and you are done!
  1. The final step in learning how to create dashboards in salesforce is to customize it to your liking. If you click on the small spanner in the component, you will be directed to a page containing two tabs. You can change the component formatting and data here as well as change your graph type.

Conclusion

This has been a tutorial on how to create dashboards in salesforce. If you did not know how to do it, well now you know. Follow the steps outlined in this article and you will find that creating dashboards in salesforce will become a breeze. In no time, you will be creating dashboards just like a seasoned pro.

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