You are here:
Build a Salesforce Classic Dashboard
Build a dashboard to provide a graphical view of the data in your reports.
Required Editions
| Available in: Salesforce Classic |
| Available in: Group (View Only), Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To create dashboards: | Run Reports AND Create and Customize Dashboards |
| To edit and delete dashboards that you created: | Run Reports AND Create and Customize Dashboards |
| To edit and delete dashboards that you created in public folders: | Edit My Dashboards |
| To edit and delete dashboards that you didn’t create in public folders: | Manage Dashboards in Public Folders |
| To create, edit, and delete dynamic dashboards: | Manage Dynamic Dashboards |
This topic is about creating dashboards from reports in Salesforce Classic. For information on creating dashboards in Salesforce Classic or CRM Analytics, review these articles:
Tip You can clone a dashboard to quickly create a dashboard
with the same properties and components as the one you're viewing.
Click Clone, modify the dashboard settings,
and save.
- Create the custom reports containing the data you want to display.
- Click the Dashboards tab.
- Click Go To Dashboard List.
-
Click New Dashboard.
To modify an existing dashboard, click its name from the list.
- Customize your dashboard and click Save.
- Salesforce Classic Dashboards
A dashboard shows data from source reports as visual components, which can be charts, gauges, tables, metrics, or Visualforce pages. The components provide a snapshot of key metrics and performance indicators for your organization. - Edit Dashboards in Accessibility Mode in Salesforce Classic
In Salesforce Classic, you can edit dashboards in Accessibility mode.
Did this article solve your issue?
Let us know so we can improve!
