Dashboard Basics

Purpose

Dashboards help users to visually understand the information stored in Salesforce so that they can make decisions based on the real-time data gathered with reports. 

For Custom Leadership Seminars, we use reports with data from our Opportunity Records to build dashboards for external clients. Dashboards help users identify trends, sort out quantities, and measure the impact of their activities.


Please refer to the following links to learn more about dashboards. 

Dashboard Basics

Chart Types