How To Create A Dashboard In Salesforce Fast And Easy


CRM and sales systems allow businesses to manage their clients and leads in a very effective way. They can improve the profitability of sales teams, as employees can spend more time focusing on clients rather than filling in reports and charts.

For instance, creating a dashboard is always useful, as it provides a graphical view of your data, enabling further analysis and presentations. If you want to learn how to create a dashboard in Salesforce, this is what you need to know:

First of all, you have to check that your user has the permissions to run reports and manage dashboards. If these two permissions are enabled, you are going to be able to create dashboards and to edit and delete dashboards created by you. If you want to be able to edit dashboards created by other users, you also need the “View All Data” permission enabled. For the creation and editing of dynamic dashboards, you need the “Manage Dynamic Dashboards” permission.

Answer To How To Create A Dashboard In Salesforce

After you check that you have all needed permissions, you can proceed to the Dashboards tab, and then click on Go To Dashboards List. From here, you have to either click on New Dashboard to create a new one or click on any of the existent dashboards to edit it. After you are done with the customization, you need to click Save and you’re done.

If you are an experienced user, you are going to find it easy to create any kind of dashboard you want. However, if you are very new to Salesforce, you could install the CRM sample dashboards package from AppExchange and use them as a starting point in creating your own ones. This feature is extremely useful for those who have no idea how to create a dashboard in Salesforce, as it allows them to see what are the possibilities they can use. For instance, they can choose sales and marketing dashboards such as Marketing Executive, Sales Executive, Sales Manager and Salesperson. There are also Customer Service dashboards included in this package.

When you create a dashboard, you need to keep in mind that you have to store it in folders that can be accessed by other members of your team, otherwise they won’t be able to see them. If you need more versions of the same report, you can clone or duplicate it, and then edit it and make the necessary changes. By proceeding like this, you are going to save a lot of time by not having to enter all details over and over again. If needed, you can also provide individualized views of a dashboard or let your users view your dashboards on their iPads. Everything is possible with a little patience and some practice with how to create a dashboard in salesforce. Salesforce is a powerful piece of software, as it can help you gain an accurate overview of your sales department and of your client pool. It can help you take the best decisions for the future of your business, so make use of all its functions, dashboards included.