How to Create a Dashboard in Salesforce
Here is a step-by-step tutorial on how to create a dashboard in Salesforce:
- Navigate to the Dashboards tab in Salesforce.
- Click on the New Dashboard button in the top right corner.
- Provide a Dashboard Name that clearly describes its purpose.
- Choose a relevant Folder to organize your dashboards (optional).
- Click the +Widget button and click on Table/Chart. (you can also add Text or Images on your dashboard)
- Select a report that contains the data you want to visualize.
- Choose the type of chart or table you want to use to display the data (e.g., bar chart, line chart, table). Salesforce offers various component options.
- Customize the component by adjusting chart types, titles, labels, etc.
- Resize and arrange the components on the dashboard for optimal layout.
- Click Save to create your dashboard.
- Click Done to exit the editing mode.
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