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Create a Dashboard

How to Create a Dashboard in Salesforce

Create a Dashboard

Create a New Dashboard

Creating a new dashboard allows everyone in your company to keep up with the latest developments.

  1. Click the Reports tab.
  2. Click New Dashboard
    Create a New Dashboard

    The Dashboard editor appears.

  3. Click Dashboard Properties.
    Create a New Dashboard
  4. Enter a descriptive Title for the dashboard.
  5. Click OK.
    Create a New Dashboard
  6. Click Save.
    Create a New Dashboard

The dashboard is created.

Add a Dashboard Component

Each dashboard can display up to 20 components or charts. You can add components to a dashboard by dragging them from the sidebar.

  1. Drag the component you want from the sidebar onto the dashboard.
    Add a Dashboard Component

    Next you will need to specify the data you want to summarize in this component.

  2. Click the Data Sources button.
  3. Click the plus sign (+) next to Reports.
    Add a Dashboard Component

    A list of reports grouped by folder appears.

  4. Click the plus sign (+) next to the folder you want to view.
  5. Drag a report from the Reports list and drop it onto the component.
    Add a Dashboard Component

You can make additional changes to a dashboard component by clicking its wrench icon.

Add a Header to a Component

You can also add a header or title to a dashboard component.

  1. Click the header area or title area for the component.
  2. Type a descriptive header or title.
  3. Click outside the component.
  4. Add a Header to a Component

The new name is displayed.

Save and Close a Dashboard

  1. Click Close.
  2. Click Save & Close.
    Save and Close a Dashboard

Salesforce displays the new dashboard.