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Analyze Your Data
Work with Dashboards

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Work with Dashboards

Click a dashboard’s name to run it. Dashboard charts are interactive, so hover and click them to get more information. From refreshing dashboard data to sharing dashboard widgets, there are lots of ways to use dashboards to keep yourself and your team informed and collaborating.

Required Editions

Available in: Salesforce Classic and Lightning Experience
Available in: Essentials, Group (View Only), Professional, Enterprise, Performance, Unlimited, and Developer Editions
  1. Refresh Dashboard Data
    To get the most current data, refresh a dashboard at any time. The refresh updates the results for every user who has access to the dashboard. Changing filters on a dashboard also refreshes the dashboard, unless there’s existing cached data. You can view when the dashboard was last refreshed under Last Refreshed.
  2. Expand Dashboard Widgets to See a Larger Version in Lightning Experience
    Sometimes a chart or table is just a little too small. Open it in a window so you can see all the details.
  3. Share an Image of a Dashboard Widget on Chatter in Lightning Experience
    Start the conversation by sharing images of dashboard widgets on Chatter.
  4. View Filtered Source Reports in Lightning Experience
    Want to know more about the data shown in a dashboard chart? Click a chart segment, axis label, or legend to view a filtered version of the source report.
  5. Resize Columns in Lightning Tables
    If a Lightning table column feels a bit cramped, you can resize it.
 
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Salesforce Help | Article