Chapter 24

Seeing the Big Picture with Dashboards


Planning your dashboard strategy

Creating dashboards

Adding and editing components

Organizing dashboards

Dashboards are visual representations of custom reports that you create in Salesforce. For example, you can see data in a chart, a graph, or a gauge. You can use dashboards to illustrate key performance indicators (KPIs) and other metrics important to your business. A metric is simply something you want to measure (for example, sales by rep, leads by source, opportunities by partner, cases by agent, and so on).

What does this mean for you? If you’re a sales or service rep, you can track your daily progress against attainment of goals. If you’re a manager, you can easily see how reps stack up against each other and where you need to get involved to hit your numbers. And if you’re on the executive team, you have dashboards with actionable charts and graphs for strategic decision making to improve the business.

In this chapter, we share tips on planning your metric reporting strategy. Then we show you how to create dashboards. We walk you through updating dashboard properties and components. We also explain how to organize dashboards and their related reports so that you know you’re looking at the right information.

Figuring Out Dashboards

Dashboards are pages in Salesforce comprising tables and charts designed to help you understand important aspects of your business, such as opportunities per territory and ...

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