I. Dashboard Introduction - Salesforce Dashboard Visualizations

With Live Salesforce Training, spend more time making customers for life and less time searching for data. Dashboards provide you with the visual information you need, using underling reports.

This Salesforce tutorial will show you some basic about Salesforce Dashboards. It will introduce you to the terminology and navigating around dashboards.

As an example, we’re in a Salesforce developer account

Dashboards are the easiest way to see information in Salesforce. You can create a dashboard graph from a report that uses any of the standard or custom fields within your Salesforce instance. It must be built logically to show segmented results in summery or matrix reports.

Dashboards are graphs generated from existing reports. With Salesforce being intuitive, you can click on any of the graphs to drill down into the originating report. As you can see, this is a summary report that is segmented by the lead source type.

See how well your organization is performing with these graphs. Some examples of the kind of graphs you can create are:

• Top Sales Representative
• Lead Source Comparison
• Sales Pipeline Funnel
• Call Scripting Statistics
• Top performing Google keywords
• Quota gauges
• Calls by user
• And more!

The dashboards can be divided into categories of folders for easier management.

Be aware, your dashboard is not viewed in real-time. You have to manually refresh your dashboard by clicking the “Refresh” button, but Salesforce limits the refresh rate depending on your edition of Salesforce.

If you have enterprise or unlimited edition, you can schedule your dashboard to update daily, monthly, or weekly.