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            Visualize Your Data with Dashboards

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            Visualize Your Data with Dashboards

            Create a dashboard to show data from your report with a visual component, for example a pie chart.

            Required Editions

            Available in: both Salesforce Classic and Lightning Experience
            Available in: Essentials, Group (View Only), Professional, Enterprise, Performance, Unlimited, and Developer Editions
            Available in: both Legacy Folder Sharing and Enhanced Folder Sharing
            User Permissions Needed
            To create dashboards:
            Legacy Folder Sharing
            Run Reports AND Manage Dashboards
            Enhanced Folder Sharing
            Run Reports AND Create and Customize Dashboards
            To edit and delete dashboards you created:
            Legacy Folder Sharing
            Run Reports AND Manage Dashboards
            Enhanced Folder Sharing
            Run Reports AND Create and Customize Dashboards
            To edit and delete dashboards you created in public folders:
            Legacy Folder Sharing
            Run Reports AND Manage Dashboards
            Enhanced Folder Sharing
            Edit My Dashboards
            To edit and delete dashboards you didn’t create in public folders:
            Legacy Folder Sharing
            Run Reports, Manage Dashboards AND View All Data
            Enhanced Folder Sharing
            Manage Dashboards in Public Folders
            To create, edit, and delete dynamic dashboards:
            Legacy Folder Sharing
            Manage Dynamic Dashboards
            Enhanced Folder Sharing
            Manage Dynamic Dashboards

            Let’s say you have a report that shows Banking industry Accounts in California, Arizona, and Nevada with an annual revenue above $1,000,000.00. Now you want to visualize this report for your team with a pie chart. Here’s how you do that.

            1. In Lightning Experience, click the Dashboards tab. Or, in Salesforce Classic, click the Reports tab.
            2. Click New Dashboard.
            3. In Lightning Experience, click + Component. Then, select a report, and display it as a donut chart. Or, in Salesforce Classic, click the pie chart icon in the Components tab and drag it to one of the columns in the layout. Then, click the Data Sources tab and expand the report list, find your report, and drag and drop it on the pie chart.
            4. Add a title for your chart.
            5. Click Save.
             
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