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How to create a dashboard in Salesforce (and when you should)

Blog post from Zapier

Post Details
Company
Date Published
Author
Will Harris
Word Count
507
Company Posts That Month
58
Language
English
Hacker News Points
-
Post removed?
No
Summary

Salesforce dashboards are visual displays of data from Salesforce reports, allowing users to get a quick overview of key metrics. A dashboard is made up of various components such as charts and tables that can be customized with titles, subtitles, footers, and themes. To create a dashboard, users must first click the Dashboards tab and then select a report to pull data from. Users can customize each component by choosing what info they want to pull from the report and how it should display. Dashboards are created when all components have been added, and their purpose is to provide insights into existing data in reports, helping different teams derive different insights from the same reports. By creating a dashboard, users can gain a fresh view of their data and potentially spark some insight they've been missing.

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