---
schema_version: "1"
id: 0ee3fcbea345f56c82eef9bffee85a3f497225a784803b76b8421aed606725a9
title: Enable and Map Dashboards
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/experience/264-0-0/networks_enable_dashboards_for_cm.md
canonical_url: https://help.salesforce.com/s/articleView?id=experience.networks_enable_dashboards_for_cm.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 2322daee60b0d22a1096b944d6c88170ada4bbccd5db07e512bb2eb4a9217bb4
description: Use dashboards in Experience Cloud sites to measure their success. You can even map a dashboard to the Experience Workspaces Home page. Map custom dashboards or use the ones provided in our AppExchange package.
products:
  - Experiences
release: "264"
---
# Enable and Map Dashboards

Use dashboards in Experience Cloud sites to measure their success. You can even map a dashboard to the Experience Workspaces Home page. Map custom dashboards or use the ones provided in our AppExchange package.

### 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 and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Applies to: <a href="https://help.salesforce.com/s/articleView?id=experience.exp_cloud_basics_glossary.htm&amp;type=5&amp;language=en_US" target="_blank">LWR, Aura, and Visualforce sites</a></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="vertical-align:top;" id="d111881e86">User Permissions Needed</th>
            </tr>
          </thead>
          <tbody>
            <tr class="">
              <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d111881e86 ">To map dashboards in Experience Workspaces:</td>

              <td class="slds-cell-wrap" style="vertical-align:top;" headers="d111881e86 ">
                <p>Create and Set Up Experiences OR Manage Experiences</p>
                <p>AND</p>
                <p>Manage
                  Dashboards in Public Folders</p>
                <p>AND</p>
                <p style="margin-bottom:0;">Is a member of the Experience Cloud
                  site</p>
              </td>

            </tr>
            <tr class="">
              <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d111881e86 ">To view dashboards:</td>

              <td class="slds-cell-wrap" style="vertical-align:top;" headers="d111881e86 ">
                <p>Manage Experiences </p>
                <p>OR</p>
                <p>Create and Set Up Experiences</p>
                <p>AND</p>
                <p style="margin-bottom:0;">Is
                  a member of the Experience Cloud site</p>
              </td>

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

You can choose to map any dashboard you have access to, but ensure that your community managers have access as well.

All dashboards display as Lightning dashboards, regardless of what types of dashboard you’re using or what interface your org is using. For example, a Salesforce Classic dashboard gets displayed as a Lightning dashboard. Not all browsers support this Lightning view, so make sure you’re using a [supported browser](https://help.salesforce.com/HTViewHelpDoc?id=getstart_browsers_sfx.htm&language=en_US).

![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-experience-communities-264-0-0-production-enus/bf7df212-91a1-4fa3-a007-4d6f3e3b470b/images/icon_tip.png)

Tip Keep in mind that you can get preconfigured dashboards in the [Salesforce Communities Management package](https://help.salesforce.com/s/articleView?id=experience.networks_reporting_dashboards_package.htm&release=264.0.0&type=5 "The Salesforce Communities Management packages give community managers an essential starter set of dashboards and reports to keep tabs on activity and engagement directly in Experience Workspaces.") available for download on the AppExchange.

If the Salesforce Communities Management package is installed in your org, each of the pages has a default mapping to a dashboard from the package. You can overwrite these values as needed.

To map or update your dashboards:

1. Open Experience Workspaces for your site.
2. Click **Dashboards** | **Settings**.
3. For each of the pages, select the dashboard you want to show to community managers. To change the name of the dashboard page, click inside the dashboard label.
    
    The dashboard you map to Home displays on your Experience Workspaces Home page.
4. Click **Save**.
    
    Dashboards are visible to community managers when they expand the Dashboards section or visit the Home page in Experience Workspaces.

Verify the dashboard mappings by clicking **Dashboards** and then clicking each page name. If you mapped a dashboard to the Home page, check that out too.

## Create a Dashboard

While you can show any dashboard in your Experience Cloud site, we recommend creating them based on the custom report types available for sites.

All dashboards show as Lightning dashboards, regardless of the type of dashboard that you use or the interface that your org uses. For example, a Salesforce Classic dashboard is displayed as a Lightning dashboard. Not all browsers support this Lightning view, so make sure to use a [supported browser](https://help.salesforce.com/HTViewHelpDoc?id=getstart_browsers_sfx.htm&language=en_US).

1. Create a dashboard with components. Select the report as your source type. Add a component for each report you want to include in your dashboard. Find your report on the Data Sources tab and add it to the component.
2. Share the folder that you save your dashboard in with your community managers.
3. From Experience Workspaces, click **Dashboards** | **Settings** to map your dashboard.

When a community manager accesses Experience Workspaces, the dashboard appears under Dashboards. If you mapped a dashboard to the Home page, the dashboard appears there.

Dashboards in Experience Workspaces are automatically refreshed every 24 hours. To see the latest data, click **Refresh**. If you access the dashboard after it has been recently refreshed, the dashboard displays the globally cached data from the last refresh. If the dashboard hasn’t been refreshed in 24 hours, it’s refreshed automatically when you access it. All role-based external users in your Experience Cloud site can refresh dashboards set up with “Run as specified user” and “Run as logged-in user” up to 1,000 times daily per org. Scheduled and automatic refreshes don’t count against the limit. There is no refresh limit for internal users.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-experience-communities-264-0-0-production-enus/bf7df212-91a1-4fa3-a007-4d6f3e3b470b/images/icon_note.png)

Note Experience Cloud sites don’t fully support dashboard subscriptions. If you subscribe to dashboards, you receive email notifications with updated dashboard information, but you can’t click through to the dashboard from the email notification.

Remember that you can customize your dashboards at any time. To edit your dashboard, go to the **Dashboards** | **Settings** page in Experience Workspaces. Click into the **Label** field to edit the page name and select the down arrow to the right of the **Dashboard** field to map to a different dashboard. Click **Edit dashboard** to open the dashboard in your internal Salesforce org. If you’re using a dashboard that was created in Lightning Experience, the edit link doesn’t work.

For a Salesforce Classic dashboard to render optimally in the Lightning view used in Experience Workspaces, make sure that your dashboard meets these requirements.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-experience-communities-264-0-0-production-enus/bf7df212-91a1-4fa3-a007-4d6f3e3b470b/images/icon_note.png)

Note Metrics are supported in the Lightning view, but they display as large tiles. We recommended that you don’t include metrics in your dashboards.

- Includes only up to 20 reports arranged within three columns
- Doesn’t include unsupported charts, such as funnel, scatter, table, multi-metric, pie, and gauge
    
    For a list of dashboard features not supported in the Lightning view, see [Reports and Dashboards: Lightning Experience Limitations](https://help.salesforce.com/HTViewHelpDoc?id=lex_gaps_limitations_analytics.htm&language=en_US).

## View a Site’s Dashboards

Use dashboards to monitor the health of your Experience Cloud site.

1. Open Experience Workspaces.
2. Click **Dashboards**.
    
    Pages that have dashboards mapped to them appear in the Dashboards section or on the Home page.
3. Click the dashboard page that you want to view.
    
    For an immediate refresh of dashboard data, click **Refresh**
    
    If you access the dashboard after it was recently refreshed, the dashboard shows the globally cached data from the last refresh. If the dashboard hasn’t been refreshed in 24 hours, it’s refreshed automatically when you access it. All role-based external users in your site can refresh dashboards set up with Run as specified user and Run as logged-in user up to 1,000 times daily per org. Scheduled and automatic refreshes don’t count against the limit. There’s no refresh limit for internal users.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-experience-communities-264-0-0-production-enus/bf7df212-91a1-4fa3-a007-4d6f3e3b470b/images/icon_note.png)
    
    Note Experience Cloud sites don’t fully support dashboard subscriptions. If you subscribe to dashboards, you receive email notifications with updated dashboard information, but you can’t click through to the dashboard from the email notification.
4. To view a related report, click **View Report** on the dashboard.
    
    Remember that the dashboards are configured to show site-specific data.
    
    Be sure not to filter the report by Network ID. Filtering by Network ID ensures that the report dynamically displays data for the Experience Cloud site that you view it from. When you add a Network ID filter, it causes the report to show data only for the site with that Network ID. The report shows this limited data, regardless of which site you view it in.

## Customize a Site’s Dashboards

Customize your dashboards to manage and prioritize the metrics that you want to view for your Experience Cloud site.

1. Click **Dashboards** | **Settings** in Experience Workspaces.
2. To edit the dashboard name, click the Label field and enter your changes.
3. To map to a different dashboard, click the down arrow right of the Dashboard field, and then click the desired dashboard.
4. To edit the dashboard in your internal Salesforce org, click **Edit Dashboard.**
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-experience-communities-264-0-0-production-enus/bf7df212-91a1-4fa3-a007-4d6f3e3b470b/images/icon_note.png)
    
    Note If you’re using a dashboard that was created in Lightning Experience, the edit link doesn’t work.

#### See Also

- [_Salesforce Help_: Create a Custom Report Type](https://help.salesforce.com/s/articleView?id=xcloud.reports_defining_report_types.htm&type=5&language=en_US)