How to Create & Manage Salesforce Dashboards: Share Metrics
This is our comprehensive guide on creating and managing Salesforce dashboards for sharing vital metrics and insights. Discover techniques to visualize data, optimize decision-making, and enhance collaborative strategies.
1
Access Dashboards
Log in to Salesforce. Go to "App Launcher" and find "Dashboards." Click "Dashboards" to open the Dashboard page.
2
Create a New Dashboard
Click "New Dashboard." Give your dashboard a name and description. Select the dashboard folder and set visibility.
3
Add Dashboard Components
Click "Add" to add components. Choose chart, table, gauge, or metric. Select data source and customize settings.
4
Arrange Components
Drag and drop components to arrange. Resize and align them for clarity.
5
Set Filters (Optional)
Click "Filter" to add interactive filters. Choose fields to filter data dynamically.
6
Save and Share
Click "Save" to save your dashboard. Share with team or specific users. Set access level (view, edit) for sharing.
7
Add more data or visuals on your dashboard (Optional)
Click +Component
Choose reports for and different type of dashboard for better visualization.
In conclusion, mastering Salesforce dashboard creation and management empowers efficient data sharing and insightful decision-making. By utilizing these tools, you facilitate collaborative analysis, elevate teamwork, and drive strategic success. Implement these strategies to optimize your insights-sharing practices and achieve data-driven excellence.
