---
schema_version: "1"
id: 364c9d1255ff8d04ad878c740c6309ea72f547092177bc78ac3b4101ae0a3209
title: Build a Salesforce Classic Dashboard
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/dashboards_create.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.dashboards_create.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c4c2b93944a2646bcf77db66636856c20828beb4fdb1306c2a5d298de170c93c
description: Build a dashboard to provide a graphical view of the data in your reports.
products:
  - Cross Cloud
release: "264"
---
# Build a Salesforce Classic Dashboard

Build a dashboard to provide a graphical view of the data in your reports.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Salesforce Classic</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Group</strong> (View Only), <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d74888e79">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d74888e79 ">To create dashboards:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d74888e79 ">Run Reports AND Create and Customize Dashboards</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d74888e79 ">To edit and delete dashboards that you created:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d74888e79 ">Run Reports AND Create and Customize Dashboards</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d74888e79 ">To edit and delete dashboards that you created in public folders:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d74888e79 ">Edit My Dashboards</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d74888e79 ">To edit and delete dashboards that you didn’t create in public folders:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d74888e79 ">Manage Dashboards in Public Folders</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d74888e79 ">To create, edit, and delete dynamic dashboards:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d74888e79 ">Manage Dynamic Dashboards</td>

          </tr>
        </tbody>
      </table>

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:

- [Build a Lightning Experience Dashboard](https://help.salesforce.com/s/articleView?id=analytics.dashboards_create_lex.htm&release=264.0.0&type=5 "Build a Lightning Experience dashboard to provide a graphical view of the Salesforce data in reports.")
- [https://help.salesforce.com/s/articleView?id=analytics.bi\_dashboard\_build\_flex.htm&language=en\_US](https://help.salesforce.com/s/articleView?id=analytics.bi_dashboard_build_flex.htm&language=en_US)

![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/images/icon_tip.png)

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.

1. Create the custom reports containing the data you want to display.
    
    ![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/images/icon_important.png)
    
    Important Be sure to store these reports in folders that your intended dashboard viewers can access.
2. Click the Dashboards tab.
3. Click **Go To Dashboard List**.
4. Click **New Dashboard**.
    
    To modify an existing dashboard, click its name from the list.
5. Customize your dashboard and click **Save**.

- **[Salesforce Classic Dashboards](https://help.salesforce.com/s/articleView?id=analytics.dashboard_builder_editing.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=analytics.dashboards_edit.htm&release=264.0.0&type=5)**  
    In Salesforce Classic, you can edit dashboards in Accessibility mode.

#### See Also

- [Delete a Dashboard](https://help.salesforce.com/s/articleView?id=analytics.dashboards_del.htm&release=264.0.0&type=5 "It’s a good idea to delete dashboards that you no longer need.")
- [Install the CRM Sample Dashboards from AppExchange](https://help.salesforce.com/s/articleView?id=analytics.dashboards_install_sample_appexchange.htm&release=264.0.0&type=5 "Use these dashboards from the AppExchange as a starting point for building dashboards that meet your business needs.")