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Build a Salesforce Classic Dashboard

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Build a Salesforce Classic Dashboard

Build a dashboard to provide a graphical view of the data in your reports.

Required Editions

Available in: Salesforce Classic
Available in: Group (View Only), Professional, Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To create dashboards: Run Reports AND Create and Customize Dashboards
To edit and delete dashboards that you created: Run Reports AND Create and Customize Dashboards
To edit and delete dashboards that you created in public folders: Edit My Dashboards
To edit and delete dashboards that you didn’t create in public folders: Manage Dashboards in Public Folders
To create, edit, and delete dynamic dashboards: Manage Dynamic Dashboards

This topic is about creating dashboards from reports in Salesforce Classic. For information on creating dashboards in Salesforce Classic or CRM Analytics, review these articles:

Tip
Tip You can clone a dashboard to quickly create a dashboard with the same properties and components as the one you're viewing. Click Clone, modify the dashboard settings, and save.
  1. Create the custom reports containing the data you want to display.
    Important
    Important Be sure to store these reports in folders that your intended dashboard viewers can access.
  2. Click the Dashboards tab.
  3. Click Go To Dashboard List.
  4. Click New Dashboard.
    To modify an existing dashboard, click its name from the list.
  5. Customize your dashboard and click Save.

See Also

 
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