Dashboards in Salesforce

Dashboards provide the most necessary information from reports in a simple, clear and attractive way.

Dashboard creation screen in Salesforce, source: own environment

Dashboards show data from source reports as visual components. They provide a quick view of your organisation’s key metrics and performance indicators.

Dashboards offer us 5 types of components:

  1. Charts (designed to present the results of comparisons), among them 6 types:
    • Line chart
    • Vertical bar graph
    • Horizontal bar chart
    • Ring diagram
    • Pie chart
    • Funnel plot
  2. Tables (designed to display lists of e.g. top 5 business opportunities)
  3. Gauge (used to show progress towards a goal)
  4. Metrics (used to display a single count e.g. final total)
  5. Visualforce (presents the Visualforce component as a dashboard, used to retrieve data from other sources)

Dashboards show data according to the last time the report was run. Each can have up to 20 components.

Access to reports depends on:

  1. Folder (this is the same as for reports: a user with access to a folder is able to launch the dashboard located in it)
  2. Running user (available data depends on the security and sharing settings of the respective user). Running user can be set as:
    • run as specified user – shows data according to the security and sharing rules of a particular user. In this case, all who have access to it see the same data
    • run as logged in user – here each user sees data based on their own security and sharing settings, making the dashboard dynamic. Dynamic dashboards are a great way to control visibility without having to create separate dashboards.
    • You can read more about creating dahsboards in the official Salesforce documentation.
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