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Analyze Your Data
Build a Dashboard

Build a Dashboard

When you’re ready to share Salesforce data with colleagues, build a dashboard. Dashboards let you curate data from reports using charts, tables, and metrics. If your colleagues need more information, they can view your dashboard’s data-supplying reports.

Required Editions

Available in: Salesforce Classic and Lightning Experience
Available in: Essentials, Group (View Only), Professional, Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To build a dashboard: Drag-and-Drop Dashboard Builder
  1. Build a Lightning Experience Dashboard
    Build a Lightning Experience dashboard to provide a graphical view of the Salesforce data in reports.
  2. Build a Salesforce Classic Dashboard
    Build a dashboard to provide a graphical view of the data in your reports.
 
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