Creating a dashboard in Salesforce is an effective way to visualize key performance indicators (KPIs) and track important metrics for your business. Here are the steps to create a dashboard in Salesforce:
Navigate to the Dashboards tab: Click on the Dashboards tab on the top of your Salesforce screen to open the Dashboards page.
Click on the "New Dashboard" button: Click on the "New Dashboard" button to create a new dashboard.
Choose a dashboard type: Select the type of dashboard you want to create from the available options. Salesforce provides several standard dashboard types, such as a standard dashboard, a matrix dashboard, or a chart dashboard.
Define the dashboard components: Define the components of the dashboard by selecting the data source, choosing the chart type, and selecting the fields you want to include in the chart. You can add multiple components to the dashboard to display different types of data.
Customize the dashboard layout: Customize the layout of the dashboard by rearranging the components and resizing them as needed. You can also add images, text, and other visual elements to the dashboard.
Set up the dashboard filters: Set up filters for the dashboard to allow users to view specific data sets. You can set up filters based on criteria such as date range, record owner, or specific field values.
Save the dashboard: Once you are satisfied with the dashboard, save it by clicking the "Save" button. You can give the dashboard a name and select a folder to save it in.
Share the dashboard: Share the dashboard with other users in your organization by adding them as dashboard viewers or sending them a link to the dashboard.
Overall, creating a dashboard in Salesforce is a straightforward process. By following these steps, you can create a dashboard that displays the key metrics and data visualizations you need to track the performance of your business.