A dashboard shows data from source reports as
visual
components, which can be charts, gauges, tables, metrics, or Visualforce
pages. The components provide a snapshot of key metrics and performance indicators for your
organization.
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
Dashboard builder is a drag-and-drop interface for creating and modifying
dashboards. You can use it to customize the entire dashboard, a column in the dashboard, or a
component in the dashboard.
Tip Dashboard builder uses a compressed page header to let you see more of the screen.
To view your application tabs, simply close the builder or click the Salesforce logo.
To customize a dashboard, view
it and click Edit.
Add a Dashboard Component in Salesforce Classic Add components by dragging a component type onto the dashboard, then dropping a data source (report, s-control, or Visualforce page) onto it.
Modify a Dashboard Component in Salesforce Classic A dashboard component is a visual representation of the data in a report. You can change where the component’s data comes from, what the data looks like in the component, and what kind of component it is.
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