As a system admin, I worked on dashboards in Salesforce. Recently, the sales manager asked me to create a dashboard that shows leads generated from different sources so that the sales team can easily track their progress and key numbers. To make it even more accessible, add the dashboard to the homepage in Salesforce.
Here, I will explain Salesforce dashboards. Then, using an example, I will explain step by step how to create a dashboard and add it to the home page in Salesforce.
Dashboard in Salesforce
The Salesforce dashboard is a graphical representation of the Salesforce records, which we can arrange according to our requirements. The dashboard helps us visualize changing business conditions so we can make decisions based on the real-time data we have gathered with reports.
To can create dashboards by using created reports or charts that we created in reports. In dashboards, charts display graphical representations of records or reports. A Salesforce dashboard is utilized to track and monitor various business metrics, such as sales performance, lead generation, customer service metrics, and marketing campaign effectiveness.
It provides users with real-time insights into their business, allowing them to make data-driven decisions and take action based on current trends and patterns.
Important:
The chart component enabled only two or more grouping fields in the report. Therefore, we can create the chart dashboard using summary reports and matrix reports.
Create a Dashboard in Salesforce
Using the following steps we can create dashboards in Salesforce.
1. Click on the App Launcher and search for the Dashboards. Then click on it.
2. Click on the New Dashboard button to create the new dashboard.
3. Now, we need to enter the dashboard Name. The Description is optional; we can enter a short intro about our dashboard.
Click the Select Folder button to select the folder where we want to store our dashboard. Here, I have selected the Private Dashboards folder. Then click the Create button.
4. Then, we need to add a report. For that, click on the + Widget option, and within that, click on the Chart or Table option.
5. Now, we need to select the report we created and click the Select button.
6. From the Display As options, you can select which type of chart dashboard you want to create. Here, I have selected the Donut Chart.
Then, customize the component settings, such as title, footer, value, theme, etc. Click on the Add button.
7. Click on the Save button to save your dashboard. Click on the Done button.
This is how you can create a Dashboard, and similarly, you can also select different charts to create different dashboards.
Add Dashboard to Home Page in Salesforce
To add the dashboard on the home page, the created dashboard should saved in the public folder. If you save the dashboard in the private folder, then it will not appear on the homepage.
We can add the dashboard we created to the home page so that users can see it when they login to their accounts.
1. Go to Gear Icon -> Click on Setup -> Enter the App Builder in Quick Find Box -> Select the Lightning App Builder.
OR
Navigate to the app on which home page you want to add the dashboard. Then click on the Gare icon, and there you will see the Edit Page option. Click on it.
2. The Setup page for Lightning App Builder will open. From this page, click on the New button to create a new Lightning page.
3. Now select “Home Page” and click the Next button. Then, specify the name for your custom home page and click Next. Here, I entered the “Custom Home” label for the home page.
Now select the appropriate page layout for your custom home page and click on Finish. In our case, we selected the Standard Home Page template
4. We have created a layout for our custom home page. Now, from the left-side menu, drag and drop the Dashboard component. After adding the dashboard component on the left side, you will see a dashboard field where you can select which dashboard you want to add to the home page.
You can also drag and drop other required components. Then click the Save button.
5. Next, click on the Activation option given with the Save button. Once we click on this option, we need to set this page as default either for Org, App, or Profile.
6. Once this option is selected based on the requirement, the new Home page with a dashboard is activated. Now, we need to click on the Save button.
7. Now, on the home page, you will see that the dashboard has been added successfully.
This is how we can create a dashboard in Salesforce and add a created dashboard to the home page in Salesforce.
Conclusion
I hope you have an idea about dashboards in Salesforce. I explained to you how to use grouping reports to create a dashboard, and Then We saw why there is a need to create one. After that we have seen how to create a dashboard and add it to the home page in Salesforce.
You may like to read:
- Lightning Table Dashboard Component in Salesforce
- How to Create Stacked Bar Charts Dashboard in Salesforce
- Configure Dashboard Data Visibility in Salesforce
- Create a Home Page in Salesforce
- How to Activate a Record Page in Salesforce Lightning
Shubham is a Certified Salesforce Developer with technical skills for Building applications using custom objects, approval processes, validation rule salesforce flows, and UI customization. He is proficient in writing Apex classes, triggers, controllers, Apex Batches, and bulk load APIs. I am also familiar with Visualforce Pages and Lighting Web Components. Read more | LinkedIn Profile
