Creating a Dashboard

Dashboards Tab

We should add our new report into a Dashboard to further visualize it and group it with other interesting information.

1. Click on the Dashboards tab. If it’s not visible, either switch to Intermediate user level, or add it manually by editing your tabs ( ).

2. Click New Dashboard.

! Find all the current dashboards from All Folders.


Read more about Creating Dashboards from Salesforce Help.


Name your Dashboard

Continue creating your first dashboard:

1. Name your dashboard as Plan Dashboard and write a short description.

2. Place the Dashboard into Fingertip folder (as it is related to Fingertip Plans). Remember, each folder needs to be shared with the users for them being able to access the dashboard!

3. Click on Create.



Adding a Dashboard Component

Continue creating your first dashboard:

1. Click on + Component to add a report to visualize.

2. If you created the report in the first part, it will appear on top. Select Plans Created Per Week. If it’s not visible for you, find it from the search bar.

3. Click on Select.



Here comes the fun part:

1. Select how to visualize your report. Try out all the different chart formats (read more about component types here). In this example we chose to use a line chart.

2. There are more details if you scroll down, but for this example the default settings works fine.

3. Click on Add to create the component.



Your first Dashboard component has been created!

1. Drag your component from the edges to increase or decrease the size.

2. You can UNDO or REDO your actions from the small arrows on the top.



Editing a Dashboard

Before finalizing your dashboard you should look at the viewing option in dashboard properties:

1. Click on the Cogwheel icon on the top of your dashboard (Edit Dashboard Properties)

2. Choose which user should be used when viewing the record. This is especially important if you have some data that you don’t want to be visible for all.
If you select an Admin user, all of the records will be shown on the dashboard (based on the report settings).
The dashboard viewer option allows the dashboard to automatically change the viewer (this has a limit per organization type).

3. Click on Save once done.

4. Then click on Done on the top right corner to view the dashboard.



Viewing a Dashboard

Your dashboard with one component is now ready!

You should experiment more by creating more reports or adding existing reports to the dashboard.

Remember to refresh your dashboard to see the latest data.



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