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Best Practices for CRM Analytics Dashboard Performance
Design dashboards that load quickly. Fast dashboards keep users engaged and reduce load on your org.
Best practices
- Limit the number of widgets and queries on a page. Every query adds load time. Keep each page to six or fewer queries where you can.
- Split content across pages so that only the default page's queries run on load.
- Show summary data first, and let users drill down for details instead of loading all data initially.
- Filter early. Reduce the rows a query returns by applying filters and using selection-driven results. Filter and group before projection, and remove redundant filters.
- Combine simple KPI queries that share a dataset into one query with multiple measures.
- Use global filters instead of selection-based filters to apply one filter across queries in a single pass.
- Reuse results across widgets with faceting and bindings instead of running duplicate queries.
- Query only the fields and groupings that you need, and avoid high-cardinality groupings where you can. Reference multi-value fields only in filters, not in groupings.
- Precompute derived fields in your recipe rather than at query time, and reuse datasets instead of creating a new one for each dashboard.
- Split very large dashboards into a series of linked dashboards.
- Keep row-level security efficient. Design security predicates and sharing inheritance to filter data without adding heavy overhead.
- Build and test in a sandbox before you deploy to production.
Measure and tune
Use the Dashboard Inspector to see how long queries take and to find the widgets that slow a dashboard down. Optimize the slowest queries first, and then re-measure.
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