A dashboard shows data from source reports as visual components, which can be charts, gauges, tables, metrics, or Visualforce pages. The components provide a snapshot of key metrics and performance indicators for your organization.
Required Editions
| Available in: Salesforce Classic |
| Available in: Group (View Only), Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To create dashboards: | Run Reports AND Create and Customize Dashboards |
| To edit and delete dashboards that you created: | Run Reports AND Create and Customize Dashboards |
| To edit and delete dashboards that you created in public folders: | Edit My Dashboards |
| To edit and delete dashboards that you didn’t create in public folders: | Manage Dashboards in Public Folders |
| To create, edit, and delete dynamic dashboards: | Manage Dynamic Dashboards |
Dashboard builder is a drag-and-drop interface for creating and modifying dashboards. You can use it to customize the entire dashboard, a column in the dashboard, or a component in the dashboard.
Tip Dashboard builder uses a compressed page header to let you see more of the screen.
To view your application tabs, simply close the builder or click the Salesforce logo.
To customize a dashboard, view it and click Edit.
- Add a Dashboard Component in Salesforce Classic
Add components by dragging a component type onto the dashboard, then dropping a data source (report, s-control, or Visualforce page) onto it. - Modify a Dashboard Component in Salesforce Classic
A dashboard component is a visual representation of the data in a report. You can change where the component’s data comes from, what the data looks like in the component, and what kind of component it is.