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BEST PRACTICES: Optimize Your Salesforce Dashboards

Knowledge Article Number 000229942
Salesforce Cloud Services
User-added imageNow that you've finished planning, asked all the right questions of your stakeholders and built your reports, it's time to design your dashboard...
User-added image Needs assessment: complete!
The key to building dashboards is to think about the story you want VPs, Sales Managers and people to take away. A well-designed dashboard not only organizes information in a way that is easy to process, it compels actions after it is viewed. This starts with matching dashboard components to key performance metrics by understanding the different dashboard formats and which types will best display your data:
  • Horizontal Bar/ Vertical Column charts: Great for showing geographical data, stage or status information, or any data that’s part of a single grouping.
  • Pie and Donut charts: Useful for displaying data that shows proportions of a total, such as the number of leads by lead source.
  • Funnel charts: Best for showing ordered picklists such as opportunity stagecase status, or lead stage.


User-added imageIMPORTANT TIP: Save time with free, pre-built, downloadable dashboards!

Useful Sample CRM Dashboards are available in the Salesforce AppExchange so that you don't have to "re-invent the wheel." Search the Salesforce AppExchange for “Salesforce CRM Dashboards” to download and install packages containing the dashboards and underlying reports. Examples include adoption, sales productivity, support and more.  Click here for documentation, which includes tips, use cases and pointers on how to customize the dashboards once they're installed (screenshots in this guide may differ slightly from the ones in the package as dashboards may appear different, depending on your data).


User-added imageFollow 3 Dashboard Design Principles

  1. The upper left-hand corner is prime real estate as it's the first thing a viewer sees—like a newspaper headline, use this space to grab your audience's attention. When building a team dashboard, think about the key takeaway or item you want managers to see first, then position that component in the upper left-corner.
  2. Don't forget to use headers and footers to contextualize your data with additional details your users need to understand your reports.
  3. Layout your components vertically (columns) or horizontally (rows); select one and stick with it. First highlight what is important, and then get into the detail.  For example, you can present higher-level metrics in the top row, and granular information a level lower row. Or, consider organizing all sales in one column, marketing in another and service in the third. 

Dashboard Best Practices Design Principles


User-added imageUse dynamic or filtered dashboards, as appropriate

Dynamic dashboards let creators build one dashboard, then customize it for a particular user, which minimizes the need to replicate dashboards. Filtered dashboards allow viewers to filter dashboard information so that it is more relevant to them. All users only see the data that they can access. Note: If you have access to a folder, you can view its dashboards. To view a dashboard component, users also need access to the folder for the underlying source report. For more information, see Managing Folders.


User-added image Dashboard Resources: Bookmark these links for future reference

For more resources check out the Achieve More with Salesforce: Analyze Your Data Hub

Next Topic: Use Data to Drive Performance and Business Growth
Previous Topic: 3 Steps to Building Effective Salesforce Reports

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