Collaborate with Dashboard Annotations

To create an annotation, select Annotate from the dropdown menu on any dashboard widget.

Note Annotations on dashboards in the Private App aren’t available unless you have the View All Data user permission. If you don’t see the Annotate option, try moving the dashboard to another app.

To open the Annotations panel, click the speech bubble icon () in the dashboard control bar. When the panel is open, widgets with annotations show a blue square () with the number of open annotations. CRM Analytics saves both open and resolved annotations. And if you delete a widget, its open annotations are saved as detached annotations. You can access detached annotations from the blue circle at the bottom of the dashboard.

Click a blue square or circle to open an annotation for comments.

Important Although you can @mention anyone in your org, your security setup is what controls access to the dashboard. In contrast, if you include a screenshot, an image of the dashboard appears in the annotation’s Chatter post and could be visible to users without access the dashboard.

CRM Analytics dashboard annotations are natively integrated with Chatter, and comments on dashboards also appear as Chatter posts. Clicking the link included in a Chatter post opens the dashboard view just as it was set up at the time you posted. In addition, the Annotations panel opens with the relevant Chatter feed. When colleagues click your annotation, they see the dashboard page with all of your filters and selections applied, and they can easily respond in the Annotations panel.

On an open annotation, you can refresh the feed or close the annotation and go back to the list of all annotations in the dashboard.

In the dashboard panel, each annotation has a dropdown menu for resolving or deleting the annotation.

To receive all posts on a dashboard, click its button.