You are here:
Make CRM Analytics Dashboards Actionable
Design each dashboard so that the audience can act on what they see without leaving Salesforce.
Make each action map to a step in the monitor-investigate-act flow. See Design for Your Audience: Personas and the Path of Inquiry.
- Add actions to table rows and charts so that users can update a record, such as an opportunity stage, in context.
- Add action buttons to start a Salesforce flow, run a mass action, or go to a destination.
- Link table rows to the related account, opportunity, or case record.
For example, on an opportunity dashboard, add a table action that updates the Stage field directly from a row instead of requiring the user to leave the dashboard, or add an action button that starts a flow to schedule a follow-up task.
Did this article solve your issue?
Let us know so we can improve!
