Dashboards are unmatched and one-of-a-kind displays of Salesforce data in a graphical format.
Dashboard components include different forms of charts, tables, measurements, and gauges. You may adjust the grouping, summary, and display of data for each of them.
The Salesforce Dashboard Builder is a user-friendly interface that lets you construct dashboards from standard or custom Salesforce information.
Salesforce dashboards also allow your marketing team to design appealing marketing campaigns and your sales team to analyze data better, gain new insights, and sell smarter.
You can choose between using Salesforce development services or doing it yourself.
Let’s check out how you can create dashboards in Salesforce yourself.
How to create a Dashboard in Salesforce?
Follow the below steps to create your personalized Dashboard.
Make your source report
Firstly, you will need to complete the following steps to make the source report to be used in the Dashboard:
- Select the report type from the Reports tab, then click New Report.
- Continue by pressing the Enter key.
- Click Filters and change the default filters to suit your needs.
- You can group rows by clicking Outline.
- After that, you may choose which columns to include in your report.
- Save your report, give it a name, and accept the auto-generated unique name.
- Check out your report by pressing the Run button.
Create the Dashboard
After you’ve finished creating your report, you may use a dashboard component to visualize it.
- The Dashboard Builder can be accessed straight from the Dashboards tab by clicking the New Dashboard icon.
- After that, give your Dashboard a name and a description, and then click Create.
- Click the + Component option on the menu to add a component to your Dashboard. Click Add Filter to add a filter.
- A window will pop up, and you’ll need to choose the report you just made. Select the option you want.
- Select your desired display from the Add Component menu. You can also give the component a subtitle and a footer.
Note that each component displays data from a single report, and you cannot select combined reports or historical trend reports.
There are several charts to choose from when selecting the component type.
- You can use a gauge when you have a single value that you wish to display within a range of custom values.
- When you only need to display one key value, you can use a metric.
- A table can display a set of report data in columns.
- After selecting Add, you may resize your dashboard component by clicking it and moving the edges and sides as necessary.
- After that, click Save and then Done.
Congratulations! You’ve just finished building your very first Lightning Experience Dashboard!
How to make various Salesforce Dashboard views?
Salesforce dashboards are dynamic, allowing each user to view what data they have access to based on their security and sharing preferences.
Users can have up to five dynamic dashboards in the Enterprise Edition, ten in the Unlimited and Performance Editions, and three in the Developer Edition. However, Dynamic dashboards are not available in any of the other editions.
How to Set Up a Dynamic Dashboard in Salesforce?
- Create a new dashboard or change an existing one from the Dashboards page.
- By clicking the gear symbol, you can access the Properties menu.
- Select who your users will see the Dashboard as under View Dashboard As.
- Click Save in the Properties window. Then click Save once more from the Dashboard Builder.
- When you view your Dashboard, the data you see will be filtered according to the filters you set up in Step 3.
Salesforce is an excellent tool for quickly building useful dashboards based on customer data. If you want to get the most out of the software, we recommend hiring a Salesforce Consultant to help you implement your CRM in a sustainable and efficient manner.
All this information might be slightly overwhelming. That’s why we suggest taking it slowly and step by step. Making the most out of Salesforce depends on handling it and how you process data. Follow the steps mentioned above to create your Dashboard in Salesforce and improve your workflow successfully.