When you’re ready to share Salesforce data with colleagues, build a dashboard. Dashboards let you curate data from reports using charts, tables, and metrics. If your colleagues need more information, …

Want to visualise your Salesforce data like a pro? This step-by-step tutorial shows you how to create a dashboard in Salesforce using custom reports, charts, and filters.

Nov 29, 2024 · In this post, we’ll investigate the definition of a Dashboard and the different available widgets and components, as well as the process for creating your very own Dashboard from scratch.

Jun 29, 2025 · If you're a Salesforce user, that's what dashboards are for. Salesforce dashboards let you take data from different reports and visualize them in different ways, so you can sort data in a way …

Learn how to create effective Salesforce dashboards that drive action and improve decision-making for your RevOps, marketing, and sales teams.

May 8, 2025 · In this guide, we’ll cover how to create, optimize, and manage reports and dashboards, from basic concepts to advanced tricks that drive user adoption and actionable insights. Salesforce …

Setting up dashboards on Salesforce follows an uncomplicated process. Follow these steps: 1. Navigate to Dashboards: Use Salesforce Lightning to open the Dashboards tab from the App Launcher. 2. …

With the help of wizards and the layout builder, you can quickly and accurately create the right dashboards for different device types, like desktop and mobile.