Work with a Dashboard

You can create dashboards from your reports, which are charts that give you a visual representation of your company’s overall health. Dashboards can be customized to show the type of data that you want to appear in them.

View a Dashboard

1. Click the Dashboards tab.
   

   The last dashboard you viewed appears.

2. Find the dashboard you're looking for in the Find a dashboard field.
   • Search for the dashboard
   • Click the list arrow to browse dashboards
3. Select the dashboard you want to view.
   

Refresh a Dashboard

Sometimes you will need to refresh a dashboard to make sure it displays up-to-date information.

1. Click Refresh.
   

The dashboard is refreshed.

View a Dashboard Report

Every chart on a dashboard is based on a Salesforce report. You can view these reports by simply clicking any dashboard component.

1. Click any dashboard, chart, or table.
   

Salesforce displays the report that the chart is based on.