Dashboard is one of the essential elements in Salesforce, particularly for your Production. But it does not mean that it would decrease your production value just because you don't use it. It is something that people in high-level positions truly love. Creating a dashboard is not difficult. It is a straightforward process that involves selecting and customizing charts based on generated reports and placing them. It is pretty difficult what to include and what to exclude to represent and to make your executives smile. In other words, it would give you some migraine.
Dashboard Types
Charts | Description |
Bar Charts | A bar chart shows values as horizontal lengths, so this format can be good for comparing distance or time. Use a bar chart when you have a summary report with a single grouping, or you only want to display one grouping. |
Grouped Bar Charts | Use a grouped bar chart when you have multiple groupings, and you want to compare values within a secondary grouping, but not the totals. |
Stacked Bar Charts | Use a stacked bar chart when you have multiple groupings and are interested in the proportions between values in each grouping, as well as each grouping's total. |
Bar Charts Stacked to 100% | Use a bar chart stacked to 100 percent when you have multiple groupings and are interested in the proportions between values in each grouping, as well as each grouping's total. |
Column Chats | A column chart is very much like a bar chart, but it can be a better format for showing relative counts of things, such as leads or dollars. Use a column chart when you have a summary report with a single grouping, or you only want to display one grouping. |
Line Chats | Line charts are good for showing changes in the value of an item over a series of points in time, such as week to week or quarter to quarter. Use a line chart when you have one important grouping representing an ordered set of data and one value to show. |
Pie Charts | Use a pie chart when you have multiple groupings and want to show the proportion of a single value for each grouping against the total. |
Donut Charts | Use a donut chart when you have multiple groupings and want to show not only the proportion of a single value for each grouping against the total but also the total amount itself. |
Funnel Charts | Use a funnel chart when you have multiple groupings in an ordered set and want to show the proportions among them. |
Scatter Charts | Use scatter charts to show meaningful information using one or two groups of report data plus summaries. |
https://help.salesforce.com/s/articleView?id=sf.chart_types.htm&type=5
Exercise
Creating a dashboard is also very similar to creating a report.
Dashboard -> New Dashboard
If it's for personal use only, choose the private folder. However, if it needs to be shared with other users, it should be saved in a public folder.
After creation, select + Component in the top right corner.
Select the report created in the previous post.
Here, you can choose the desired chart and make some customizations. Unfortunately, detailed customization is not supported.
Here is the added view. You can place it where you want and adjust the size to fit the gray box. Since the side looks empty, let's just add any component.
Here is the completed view.
I introduced the basic concepts of Salesforce dashboards with a simple example. In real-world use, dealing with a large amount of data and components can be challenging. Deciding how to arrange them and at what scale to represent them can be quite difficult. It is best to start by creating, and then continuously trying, adjusting, and improving based on user feedback.
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