Interactive Tutorial
How to Create a Dashboard in Salesforce
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Step-by-step instructions with screenshots.
Creating a new dashboard allows everyone in your company to keep up with the latest developments.
The Dashboard editor appears.
The dashboard is created.
Each dashboard can display up to 20 components or charts. You can add components to a dashboard by dragging them from the sidebar.
Next you will need to specify the data you want to summarize in this component.
A list of reports grouped by folder appears.
You can make additional changes to a dashboard component by clicking its wrench icon.
You can also add a header or title to a dashboard component.
The new name is displayed.
Salesforce displays the new dashboard.