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Work with a Dashboard

How to Work with a Dashboard in Salesforce

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.
    View a Dashboard

    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.
    View a Dashboard

Refresh a Dashboard

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

  1. Click Refresh.
    Refresh a Dashboard

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.
    View a Dashboard Report

Salesforce displays the report that the chart is based on.