Create and Manage Dashboards with Reusable Components

Dashboard components are a type of dashboard widget that can contain other widgets, pages, and Lightning Web Components. Use dashboard components to manage and reuse groups of charts, tables, filters, text, and more in multiple dashboards. Use Lightning Web Components to bring custom Lightning Experience functionality directly into dashboards.

You can create managed packages of CRM Analytics dashboard components to distribute those assets to other users within or outside your company. You can also use change sets to move dashboard components between orgs that have a deployment connection.

Watch a Demo: Save Time Creating and Managing Dashboards with Reusable Components (English Only)

• Dashboard Components Best Practices and Considerations
  Learn whether dashboard components are right for you and how to use them effectively.
• Create and Reuse Dashboard Components
  Use dashboard components to manage and reuse groups of charts, tables, filters, text, and more in multiple dashboards.
• Edit Dashboard Components
  When you edit a component that’s used in other dashboards, you can edit the original component or make a copy. If you edit the original component, keep in mind that changes are applied wherever the component is used.
• Preview and Save Dashboard Components
  Preview and save components the same way you preview and save a dashboard.
• Delete Dashboard Components
  If you delete a component that’s used in other dashboards, keep in mind that you’re deleting the contents of the component only. The component will be empty wherever it’s used in other dashboards. To completely delete a component in other dashboards, open and delete the component in dashboards that use it.
• Manage Global Filters in Dashboard Components
  Global filters let you apply the same filter to multiple queries in a dashboard, or components in a dashboard.
• Manage Datasets in Dashboard Components
  You can control whether components inherit data source linking from the dashboard in which the component is created.
• Add Lightning Web Components to the Dashboard
  Lightning Web Components allow you to create customized reusable extensions for use anywhere in Lightning Experience. Use these same components directly in your dashboards, to create an interactive experience between your custom extensions and your CRM Analytics data.
• Add Lightning Reports to Your Dashboards with Direct Report Queries
  Unify your analytics by incorporating tabular, summary, aggregate, and matrix reports in your CRM Analytics dashboards for a single and consistent experience.
• Considerations for Direct Report Queries
  Keep these considerations in mind when adding Lightning reports to CRM Analytics dashboards.
• Use Parameters to Make Components Dynamic
  Parameters are configurable options that adjust a component's behavior and appearance according to specific requirements or preferences without rebuilding the component.