How to Create a Dashboard in Salesforce

Create a New Dashboard

Creating a new dashboard allows everyone in your company to keep up with the latest developments.

1. Click the Reports tab.
2. Click New Dashboard
   

   The Dashboard editor appears.

3. Click Dashboard Properties.
   
4. Enter a descriptive Title for the dashboard.
5. Click OK.
   
6. Click Save.
   

The dashboard is created.

Add a Dashboard Component

Each dashboard can display up to 20 components or charts. You can add components to a dashboard by dragging them from the sidebar.

1. Drag the component you want from the sidebar onto the dashboard.
   

   Next you will need to specify the data you want to summarize in this component.

2. Click the Data Sources button.
3. Click the plus sign (+) next to Reports.
   

   A list of reports grouped by folder appears.

4. Click the plus sign (+) next to the folder you want to view.
5. Drag a report from the Reports list and drop it onto the component.
   

You can make additional changes to a dashboard component by clicking its wrench icon.

Add a Header to a Component

You can also add a header or title to a dashboard component.

1. Click the header area or title area for the component.
2. Type a descriptive header or title.
3. Click outside the component.

The new name is displayed.

Save and Close a Dashboard

1. Click Close.
2. Click Save & Close.
   

Salesforce displays the new dashboard.