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          Build a Dashboard

          Build a Dashboard

          When you’re ready to share Salesforce data with colleagues, build a dashboard. Dashboards let you curate data from reports using charts, tables, and metrics. If your colleagues need more information, they can view your dashboard’s data-supplying reports.

          Required Editions

          Available in: Salesforce Classic and Lightning Experience
          Available in: Essentials, Group (View Only), Professional, Enterprise, Performance, Unlimited, and Developer Editions
          User Permissions Needed
          To build a dashboard: Drag-and-Drop Dashboard Builder
          1. Build a Lightning Experience Dashboard
            Build a Lightning Experience dashboard to provide a graphical view of the Salesforce data in reports.
          2. Build a Salesforce Classic Dashboard
            Build a dashboard to provide a graphical view of the data in your reports.
           
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          Salesforce Help | Article