Build a dashboard to provide a graphical view of the data in your reports.
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 |
This topic is about creating dashboards from reports in Salesforce Classic. For information on creating dashboards in Salesforce Classic or CRM Analytics, review these articles:
Tip You can clone a dashboard to quickly create a dashboard
with the same properties and components as the one you're viewing.
Click Clone, modify the dashboard settings,
and save.
- Create the custom reports containing the data you want to display.
- Click the Dashboards tab.
- Click Go To Dashboard List.
-
Click New Dashboard.
To modify an existing dashboard, click its name from the list.
- Customize your dashboard and click Save.
- Salesforce Classic Dashboards
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. - Edit Dashboards in Accessibility Mode in Salesforce Classic
In Salesforce Classic, you can edit dashboards in Accessibility mode.