You may have created a useful Salesforce report, but asking users to open and run reports every day is not always practical.
Most managers and team leads prefer to see important numbers and charts on a dashboard so they can quickly understand the current business situation.
Salesforce dashboards help you convert report data into visual components such as charts, gauges, metrics, and tables. Instead of opening multiple reports, users can view key information from a single dashboard page.
In this article, you’ll learn:
- How to add a report as a dashboard component in Salesforce Lightning Experience
- How to add a report to a dashboard in Salesforce Classic
- Which dashboard component type to choose for different reporting needs
- Common mistakes that prevent reports from displaying correctly on dashboards
- Best practices used by Salesforce Administrators to build useful dashboards
Whether you’re a Salesforce Administrator, Business Analyst, or Developer, this step-by-step guide will help you create dashboards that users actually use for daily decision-making.