Visualising your reports in a graphical manner can help users clearly see progression and changes in trends. Easily create and organise Salesforce dashboards with an array of graphs to separate your data however needed to refer back to at any time. Creating a detailed dashboard in Salesforce is actually a simple process and provides very useful results, follow along with the video or the step-by-step instructions to start visualising your data in a more manageable way.

  • Firstly, navigate to the ‘Dashboards’ tab in the options bar at the top of Salesforce.
  • Once in the new screen, select the ‘New Dashboard’ button to begin creating your personalised dashboard.
  • In the popup that appears, you will need to name your Dashboard at a minimum, but also have the option to provide a description and select the folder your dashboard relates to if you wish. Once you are happy, simply select the ‘Create’ button at the bottom of the popup to begin.
  • To add a report to your new dashboard, select the ‘+ Component’ button, seen at the top right.
  • In the new popup you are then able to simply click on the report you would like to see in a more visual setting and then the ‘Select’ button at the bottom of the popup to choose it.
  • A new popup will appear once you have made your report selection to then allow you to choose how you would like it to display. Under the ‘Display As’ heading you are able to select the type of graph you are looking for such as a bar or pie chart.
  • Depending on the graph you have selected, you will then be able to change how it is displayed. For example, with a bar graph you are able to determine the X and Y axis, alternatively with a pie chart you can define the value and what this is sliced by to form the segments.
  • Once you have chosen your graph and are happy with how it is split, select the ‘Add’ button at the bottom of the popup to add the graph to your dashboard.
  • Your new chart will then appear on your dashboard. You are able to resize it by simply clicking anywhere on the chart to reveal the external squares, then click and drag in any direction to extent it.
  • You can add up to 20 reports to any Salesforce dashboard by heading back to the ‘+ Component’ button and repeating the same steps again for each report you wish to display.
  • Once you are happy with your dashboard and added all the relevant reports you wish to see, click the ‘Done’ button at the top right and select the ‘Save’ button on the popup that appears to complete your dashboard.
  • To view your dashboard at any time and monitor progress simply head to the ‘Dashboards’ tab of Salesforce and refresh the dashboard whenever necessary.

If you would like to see some more quick tutorials from different areas of Salesforce, head to the Salesforce Quick Tips section of our blog. If you would like some more personal support on Salesforce dashboards or any other areas of Salesforce, check out our support page to see how we can help you get the most out of your Salesforce org.