Creating a Dashboard in Salesforce

Prerequisites

• Requires underlying reports previously created.

Accessing Dashboards

• Navigate to the Dashboards tab in any Salesforce application.
• Alternatively, access through the App Launcher:
  • Search for "Dashboards" or select "View All."
• This leads to the Dashboards Home Screen showing recent dashboards and existing ones in your org.

Creating a New Dashboard

1. Click New Dashboard.
2. A pop-up will prompt for:
   • Name of the dashboard.
   • Folder Location (choose private or public).
   • For demo purposes, keep it in a private folder.
3. Click Create to access a blank canvas.

Dashboard Layout

• The dashboard features a grid layout with various columns and rows.
• Add components by clicking the Plus Component button.

Adding Dashboard Components

• Each component must have an underlying source report:
  • Tabular Report: Easiest type, allows only a Table component (Lightning Table).
  • Summary Report: Supports multiple dashboard components (excluding stacked bar and stacked column components). Available options include:
    • Donut
    • Funnel
    • Gauge
  • Customize properties for each component:
    • Adjust display settings (colors, ranges, titles, subtitles).
    • Resize and drag components on the canvas as needed.
• Matrix Report: Supports all dashboard components including:
  • Stacked Bar Charts
  • Stacked Column Charts

Finalizing the Dashboard

• After adding components and arranging them, click Save.
• Click Done to see the dashboard from an end-user perspective.
• Options available for refreshing, subscribing, etc.

Additional Resources

• More dashboard examples can be found on the App Exchange.

Conclusion

• This video covered the basics of creating a simple dashboard in Salesforce.
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