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- The dashboard builder is an intuitive interface for building dashboards from source reports you’ve created in Salesforce. In addition to dashboards, you also have options to add charts to reports and record page layouts.
trailhead.salesforce.com/content/learn/modules/lex_implementation_reports_dashboards/lex_implementation_reports_dashboards_visualizing_data
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What is Salesforce Dashboard Builder?
What are Salesforce reports & dashboards?
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When you’re ready to share Salesforce data with colleagues, build a dashboard. Dashboards let you curate data from reports using charts, tables, and metri...
- Learning Objectives
- Create Dashboards
- Dashboard Builder
- Create A Dashboard
- Use Dynamic Dashboards
- Report Charts
- Conclusion
- Resources
After completing this unit, you'll be able to: 1. Explain the difference between report charts and dashboards. 2. Create a dashboard and underlying report.
Employees at Ursa Major Solar rely on great reports to help them make decisions and take action, like who to call today. But sometimes they need to see the significant picture. Enter the dashboard, unmatched in its ability to summarize and display Salesforce data in a graphical layout. Salesforce dashboards present multiple reports side-by-side usi...
Dashboard builder is your way to visualize your data for easy consumption at-a-glance. Launch the dashboard builder from the Dashboards tab by clicking New Dashboard. Enter a name for your dashboard, and click Create. Insert a widget onto your dashboard by clicking + Widget, or add a filter by clicking + Filter. When prompted, select the type of co...
Roberto mentioned Maria on Chatter to ask for a comprehensive overview of Ursa Major Solar’s sales pipeline. Let’s help Maria create a dashboard for Roberto. First, you’ll create the source report you use in the dashboard. Let’s make a simple Leads report. 1. Click the Reports tab, click New Report and select Leads as the report type. Click Start R...
With dynamic dashboards, each user sees the data they have access to without needing to create separate dashboards for each user. This means a single powerful dashboard can be used for multiple users in your company, because the logged-in user viewing the dashboard sees the data they should see, based on their security and sharing settings. Let's l...
If you don’t want to create a dashboard, but just want to add a chart to your report, then report charts may be right for you. Report charts allow you to place a single chart right at the top of your report, so that when you view the report, you can see the chart and the report results in one view. Here’s how you add a report chart: 1. From the Rep...
Now that you know the basics of reports and dashboards, you can start exploring and visualizing the data that’s most helpful to your business. To get more practice applying what you’ve learned, complete the Create Reports and Dashboards for Sales and Marketing Managers module. Or to learn about advanced visualization and business analytics in Sales...
Salesforce Help: Build a Lightning Experience DashboardSalesforce Help: Edit and Customize Lightning Experience Dashboard ComponentsDynamic Dashboards: Choose Who People View a Dashboard as in Lightning ExperienceTrailhead: Embed Dashboards and Report Charts on Lightning PagesA dashboard is a visual display of key metrics and trends for records in your org. After you’ve built a few reports, bring them together in a dashboard. Get started from the Analytics tab by selecting Create | Lightning Dashboard, or from the Dashboards tab by clicking New Dashboard.
May 9, 2024 · Reports and dashboards are a key Salesforce feature that give you the data you need to see the big picture and make informed business decisions. Anyone at your organization with access to your Salesforce instance can make reports and dashboards, so the burden is not all on the Salesforce admin.
May 16, 2022 · What Are Dashboards in Salesforce? A Salesforce Dashboard is a simple way to visualize key data from either one or multiple Salesforce reports, and can help to “identify trends, sort out quantities, and measure the impact of their activities”.
Jan 6, 2023 · Salesforce dashboards let you create a visual display of data from your Salesforce reports. Each dashboard is made up of what Salesforce calls components —different types of charts, graphs, and tables—that allow you to get a quick overview of key metrics for your business. There are eleven different component types in total: Horizontal bar chart.
Jun 13, 2023 · Salesforce’s Dashboard Builder enables users to transform bespoke or standard source reports backed by their wider Salesforce data model into graphical visualizations, charts, gauges, metrics, and other indicators for viewing key data.
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related to: What is the Salesforce dashboard builder?insightsoftware.com has been visited by 100K+ users in the past month
Provide real-time insights with a fully customized user experience within their workflow. Keep users in your app with actionable data dashboards & reporting on full self service.
