Customising Your Salesforce Dashboards for Easy Reporting
Posted: Mon Dec 23, 2024 10:52 am
The ability to build a dashboard from scratch (in Lightning Experience) means customising and displaying data exactly as you need it. Here's how.
Grayscale headshot of Robbie Bain
Robbie Bain
4 mins
3D eBook cover with text How to Measure ROI using PardotFree ResourceDownload now
In today's data-driven world, businesses rely on robust tools to make informed marketing decisions and monitor performance effectively. Salesforce empowers organisations with a wide range of features, and egypt country code for whatsapp among them, Salesforce dashboards stand out as a crucial tool for fast data visualisation and analysis.
Table of Contents
Design an effective Salesforce dashboard
How to create a dashboard in Salesforce
Salesforce dashboard example
Steps for creating the dashboard
Options for customising a dashboard
Dynamic dashboards
The point of setting up Salesforce dashboards a certain way is to deliver information to your users in the ways that work best for them. This makes reporting easier, and much more user-friendly.
Dashboards provide you with a graphical view of the Salesforce data in reports. The components provide a snapshot of key metrics and performance indicators from your Salesforce data.
You’re undoubtedly spending a lot of time in Salesforce, so why not take that one extra step to customise your dashboards so they are optimised for easy reporting?
To begin customising Salesforce dashboards:
**Note - Your report must be grouped by at least one field in order to choose a new chart component, if not this will display as the standard table type component**
To create a Salesforce Dashboard navigate to the Dashboards tab, click New Dashboard to create or click on an existing dashboard to edit:
New Salesforce Dashboard button
To add a component to the dashboard, press + Component.
Add Component button
Choose a source report for the component, then press Select.
Select source report screenshot in Salesforce
You can choose a Chart Report and customise how the component displays data, then press Add.
Screenshot of how to add a component in Salesforce Dashboard
Grayscale headshot of Robbie Bain
Robbie Bain
4 mins
3D eBook cover with text How to Measure ROI using PardotFree ResourceDownload now
In today's data-driven world, businesses rely on robust tools to make informed marketing decisions and monitor performance effectively. Salesforce empowers organisations with a wide range of features, and egypt country code for whatsapp among them, Salesforce dashboards stand out as a crucial tool for fast data visualisation and analysis.
Table of Contents
Design an effective Salesforce dashboard
How to create a dashboard in Salesforce
Salesforce dashboard example
Steps for creating the dashboard
Options for customising a dashboard
Dynamic dashboards
The point of setting up Salesforce dashboards a certain way is to deliver information to your users in the ways that work best for them. This makes reporting easier, and much more user-friendly.
Dashboards provide you with a graphical view of the Salesforce data in reports. The components provide a snapshot of key metrics and performance indicators from your Salesforce data.
You’re undoubtedly spending a lot of time in Salesforce, so why not take that one extra step to customise your dashboards so they are optimised for easy reporting?
To begin customising Salesforce dashboards:
**Note - Your report must be grouped by at least one field in order to choose a new chart component, if not this will display as the standard table type component**
To create a Salesforce Dashboard navigate to the Dashboards tab, click New Dashboard to create or click on an existing dashboard to edit:
New Salesforce Dashboard button
To add a component to the dashboard, press + Component.
Add Component button
Choose a source report for the component, then press Select.
Select source report screenshot in Salesforce
You can choose a Chart Report and customise how the component displays data, then press Add.
Screenshot of how to add a component in Salesforce Dashboard