Build a Salesforce Dashboard with Fixed Filters

This article explains how to build a Salesforce Dashboard with fixed filters so every component on the dashboard shows consistent, predefined data without requiring viewers to set filters manually. Applying filters at the dashboard level streamlines the user experience and reduces the setup time needed for each report.

Step 1: Create a New Dashboard

• From your Salesforce org, navigate to the Dashboards section.
• Click the New Dashboard button to start creating a dashboard.
• Enter the Name, Description, and relevant Folder, then click Create.

Step 2: Add Dashboard Components

• Click the + Widget button and select Chart or Table from the drop-down to add a chart to your dashboard.
• Select the report that you want to add.
• Choose your chart type and click Add.

Note: Adding a report as a dashboard component links the report's data to a visual widget. For example, you can add a pipeline report and a case-volume report as two separate components on the same dashboard. You can add multiple components from different reports to a single dashboard.

Step 3: Add Filters

• Click the + Filter button.
• Select the field to filter by and choose the filter values. In the relative text box, enter values as needed. Refer to Salesforce's documentation for a list of supported date filter values.

• The filter gets added to Filter Values as shown below. Add more filters as needed by clicking Add Filter Value, then click Add.

• Once you save the dashboard, the filters are available for use.