The 5 steps to Creating Effective Salesforce Dashboards

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Dashboards are incomparable and unique displaying your Salesforce data in a graphical presentation.

Dashboard components include different types of charts, tables, metrics, and gauges. You can customize the grouping, summary, and display of data for each of them. The Salesforce Dashboard Builder is an intuitive interface that allows you to generate dashboards from standard or custom reports created in Salesforce.

Building dashboards in Salesforce enables your marketing team to create compelling marketing campaigns or your sales team to understand the data, get more insights and sell smarter.

 

How to create a dashboard in Salesforce

Create the source report

First, you have to create the source report you will be using in the dashboard.

  1. Click the Reports tab, click New Report, and select the report type. Click Continue.
  2. Click Filters and edit the standard filters according to your needs:
  3. By clicking Outline, you can group rows.
  4. You can then select which columns you want to include in your report.
  5. Click Save, name your report and accept the auto-generated unique name.
  6. Click Run and see what your report looks like.

salesforce dashboard

Create the Dashboard

Now that you’ve created your report, you can go ahead and visualize it using a dashboard component.

  1. You can launch the Dashboard Builder directly from the Dashboards tab; all you have to do is click the New Dashboard button.
  2. Then, name your dashboard, enter a description,  and click Create.
  3. To insert a component onto your dashboard, click the + Component button on the menu. To add a filter, click + Filter. 
  4. A window will open, and you will have to select the report you’ve just created. Click Select.
  5. From Add Component, select your desired display. You can also give a subtitle and footer to the component.

Note: Each component shows data from one report and you can’t choose joined reports or historical trend reports.

When selecting the component type, there are multiple types of charts to choose from:

  • You can use a gauge when you have a single value that you want to show within a range of custom values
  • You can use a metric when you have one key value to display
  • You can use a table to show a set of report data in column form.
  1. Click Add and then, if necessary, you can resize your dashboard component by clicking it, then dragging the corners and sides.
  2. Click Save and then click Done. Congratulations! You’ve just created your first Lightning Experience Dashboard!

 

Dynamic Dashboards: Choose the View Access to your Dashboards

How to create different Salesforce Dashboard views?

Dynamic Salesforce dashboards let each user see the data they have access to based on their security and sharing settings.

It is possible for users to have up to 5 dynamic dashboards for Enterprise Edition, 10 for Unlimited and Performance Edition, and 3 for Developer Edition. Note that Dynamic dashboards aren’t available in any other editions.

Steps to set up a Dynamic Dashboard in Salesforce:

  1. From the Dashboards tab, create a new dashboard or edit an existing one.
  1. Open the Properties menu by clicking the gear icon.
  2. Under View Dashboard As, select who your users will view the dashboard as.
  3. From the Properties window, click Save. Then, from the Dashboard Builder, click Save again.
  4. When your dashboard is open, the data seen will be filtered according to what you defined previously in Step 3.

Salesforce is a powerful tool for quickly creating effective dashboards based on customer information. However, if you want to get the most out of the software, we suggest you hire a Salesforce Consultant to Implement your CRM sustainably and efficiently.

If you need more information or have questions about our Salesforce dashboard tutorial, feel free to contact us, our Salesforce consultants will be happy to help you!

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