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Embed Dashboards on the Home Tab and in Lightning Apps

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Embed Dashboards on the Home Tab and in Lightning Apps

Embed dashboards to surface insights right where people work.

Required Editions

Available in: Lightning Experience
Available in: Essentials, Group (View Only), Professional, Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed

To embed dashboards on the Lightning Home tab and in Lightning apps:

 Customize Application

For example, add the Sales Pipeline dashboard to the Home tab to give your sales team the information they need when they log in to Salesforce.

Embedded dashboards are fully interactive. Refresh them, apply filters, and click chart segments to drill into filtered reports.

Dashboards need space to display charts and tables. If an embedded dashboard is squished into too small a space, then a collapsed version displays instead of the full dashboard. The collapsed version links back to the full dashboard.

  1. From Setup, enter App Builder in the Quick Find box, and then select Lightning App Builder.
  2. Click New.
  3. Choose where to embed the dashboard. (Record pages don’t support embedded dashboards.)
    • To embed a dashboard on an app page, select App Page.
    • To embed a dashboard on the Home tab, select Home Page.

    Click Next.

  4. Give your app page or home tab layout a label. Then, click Next.
  5. Choose a layout. Then, click Done.
  6. Drag and drop the Dashboard component into place.
  7. From the Dashboard dropdown list, choose a dashboard to embed.
  8. Optionally, specify a maximum height and choose to show or hide the dashboard if an error prevents it from loading.
  9. Click Save.
  10. Click Activate.

See Also

 
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Salesforce Help | Article