Create a Salesforce Classic Dashboard
Create a dashboard to
provide a graphical view of the data in your reports.
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User Permissions Needed
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To create dashboards:
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“Run Reports” AND “Manage
Dashboards”
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To edit and delete dashboards you
created:
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“Run Reports” AND “Manage
Dashboards”
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To edit and delete dashboards you
didn’t create:
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“Run Reports,” “Manage
Dashboards,” AND “View All Data”
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To create, edit, and delete dynamic dashboards:
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“Run
Reports” AND “Manage Dynamic Dashboards”
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1 Create the custom
reports containing the data you want to display.
2.Click the Dashboards
tab.
3.Click Go To
Dashboard List.
4.Click New
Dashboard to create a new dashboard.
To modify an existing dashboard, click its
name from the list.
5.Customize your
dashboard and click Save.
Dashboard Component
Types
Dashboard components
can be charts, tables, gauges, metrics, or other components that you can create
with VisualForce.
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ComponentType
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Description
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Chart
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Use a chart when you want to show data
graphically. You can choose from a variety of chart types.
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Gauge
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Use
a gauge when you have a single value that you want to show within a range of
custom values. For example, to create a dashboard that measures where your
current closed opportunity amounts fall within a range of values, set
the Minimum Value, Breakpoint #1 Value, Breakpoint #2 Value,
and Maximum Value for the gauge. The ranges that you set can
indicate poor, acceptable, and good performance. Set appropriate colors for
each of these ranges to visually indicate progress. To create a gauge with
only two ranges, leave Breakpoint #2 Value blank.
Select Show
Percentage or Show Total to display those values on the gauge.
Values exceeding the maximum are shown as greater than 100%.
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Metric
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Use a metric when you have one key value to
display. For example, if you have a report showing the total amount for
all opportunities in the Closed, Commit, and Base Casestages
in the current month, you can name that value and use it as a revenue target
for the month displayed on the dashboard.
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Table
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Use a table to show a set of report data in
column form. For example, to see the top 20 opportunities by amount,
set Maximum Values Displayed to 20, click Customize
Tableand select opportunity name, amount, and other columns to display,
choose the sort order, and set conditional highlighting. Available columns
include all chart groupings and report summary fields, as well as the
second-level grouping defined in the report.
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Visualforce Page
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Use
a Visualforce page when you want to create a custom component or
show information not available in another component type. For example,
a Visualforce page can display data from an external system or
show Salesforce data in a custom way. Visualforce pages must
meet certain requirements to be displayed in dashboards; otherwise, they
don't appear in theVisualforce Page drop-down list.
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Custom
S-Control
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Custom
s-controls can contain any type of content that you can display in a browser,
for example a Java applet, an Active-X control, an Excel file, or a custom
HTML Web form.
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