---
schema_version: "1"
id: 64753752698bedeb7faccb80d36c057365d68854761da4506f3bbc49faf18f8f
title: Access Dashboards on Record Layouts
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_mobile_dashboard_embed_record_layout.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_mobile_dashboard_embed_record_layout.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f3e8e33fc0192a06b4ff0aabcf7f2f170a59b5c2af41e26a82a0a5141ea7e89e
description: Embed a dashboard on a record layout when you want to show an important insight every time your users open a record.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Access Dashboards on Record Layouts

Embed a dashboard on a record layout when you want to show an important insight every time your users open a record.

When you embed a dashboard on a record page (1), users tap to open the dashboard (2). When the dashboard opens (3), users can interact.

![Screenshots showing app builder and dashboard behavior](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_mobile_dashboard_on_record.png)

To learn more about adding dashboards to record pages, see [Embed Dashboards in Lightning Pages](https://help.salesforce.com/s/articleView?id=analytics.bi_embed_lightning.htm&release=264.0.0&type=5 "Add LWC or Aura CRM Analytics dashboards to Lightning home pages, record pages, and app home pages to provide interactive visualizations of your data. Users can drill down and explore the dashboard within a Lightning page.").

To add a dashboard to a record without showing it every time your users open the record, add it to a record page tab. To learn more, see [Access Dashboards on Record Page Tabs](https://help.salesforce.com/s/articleView?id=analytics.bi_mobile_dashboard_embed_record_tab.htm&release=264.0.0&type=5 "Embed a dashboard on a record page tab when it’s an optional part of your users’ workflow.").

#### See Also

- [Create Page Layouts](https://help.salesforce.com/s/articleView?id=platform.customize_layoutcreate.htm&type=5&language=en_US)
- [User Interface Elements for the Enhanced Page Layout Editor](https://help.salesforce.com/s/articleView?id=platform.customize_layoutcustomize_pd_elements.htm&type=5&language=en_US)