The first and foremost step in creating a dashboard in Salesforce is to create a custom report which is made by wizard available in most versions of Salesforce.  These custom reports must contain the data that we wish to have on our dashboard. The past performance is shown by the custom reports and dashboards and the present moment happening is also measured through them. They serve as a key to success and acceptance to any CRM project. The information that we receive from the reports and dashboards is very helpful and important to the present day environment because it is more proactive in nature instead of being the reactive one. One must be able to know about the trends and act with immediacy. Therefore, it is quite important to learn how to create a dashboard in Salesforce.

It is crucial to create a correct type of report because once the report is created the creation of dashboard is a simple and easy job.  For the majority of components to work tabular reports are not preferable until and unless row limits are added to it. Then tabular reports can work with components of table and charts. When reports are created to work on dashboards it’s probably the summarizing reports because certain values are summarized and displaying these values on certain chart like a bar chart. To start with learning how to create a dashboard in Salesforce it is first needed to navigate in the reports tab plus hit it off “New Dashboard” present right after  “New Reports“. If this button is absent, then it is most certainly the issue of permission and needed to be contacted to the system administrator.

How To Create a Dashboard In Salesforce – Steps To Take

After clicking the “New Dashboard” button, design manager for the layout of the dashboard can be seen on the screen.  Various components can be added to the dashboard by finding them at the left side of the screen.  In the component section one can see starting left from the top as bar charts, line graph and can move until metric and table.

After selecting the desired component, the next step is to simply drag and drop it in the column of the designer’s choice.  This is the first step in term of adding components, next is to insert the data into the chart. Datasources are visible on the tab which is next to component section present on left hand side. It basically includes all the reports on Salesforce. An important tip at this point is to build a separate folder if someone is trying to create a huge dashboard so that all may be included in it. The next step is to find and select the report from Datasources and simply pull and drop it into the section of component and the work is done.

The last step in the process of how to create a dashboard in Salesforce is to customize it the way the designer or the owner of it likes it to be. If the little spanner on the component section is clicked it directs us to another page. This page contains two tabs, one is of formatting and the other is component data. We can make changes accordingly in these two tabs and we can change the graph type too.