Salesforce for Beginners

Using dashboards to visualize data

While reports allow you to gather and filter information, dashboards allow you to visualize various reports together through dashboard components. A dashboard is always built as an overlay to reports. We built an example report in the previous section, so now, let's add this report to a dashboard component:

1. Click on the Dashboards tab (1) to start the process, as shown in the following screenshot:

2. Then, click on New Dashboard (2). You can name it anything you like; I have named my dashboard Account and Contact Dashboard (1).

3. This dashboard will be added to my Private Dashboards folder (2), which means ...