What is a dashboard?

Dashboards help you visually understand the information you store in Salesforce so you can make decisions based on the real-time data you've gathered with reports. Use dashboards to help users identify trends, sort out quantities, and measure the impact of their activities.

Dashboard Components

Dashboards are comprised mainly of the following components: charts, gauges, metrics and tables.

  • Charts (1): Use a chart when you want to show data graphically. You can choose from a variety of chart types.
  • Gauge (2): Use a gauge when you have a single value that you want to show within a range of custom values. For example, to create a dashboard that measures where your current closed opportunity amounts fall within a range of values. The ranges that you set can indicate poor, acceptable, and good performance. Set appropriate colors for each of these ranges to visually indicate progress
  • Metric (3): Use a metric when you have one key value to display. For example, if you have a report showing the total amount for all opportunities in the Closed, Commit, and Base Case stages in the current month, you can name that value and use it as a revenue target for the month displayed on the dashboard.
  • Table (4): Use a table to show a set of report data in column form.For example, to see the top 20 opportunities by amount. Available columns include all chart groupings and report summary fields, as well as the second-level grouping defined in the report.
Dashboard example

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