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.
- Click the Dashboards tab.
The last dashboard you viewed appears.
- Find the dashboard you're looking for in the Find a dashboard field.
- Search for the dashboard
- Click the list arrow to browse dashboards
Sometimes you will need to refresh a dashboard to make sure it displays up-to-date information.
- Click Refresh.
The dashboard is refreshed.
Every chart on a dashboard is based on a Salesforce report. You can view these reports by simply clicking any dashboard component.
- Click any dashboard, chart, or table.
Salesforce displays the report that the chart is based on.