---
schema_version: "1"
id: cd6f46f37e2892b475e342d3d9b11546a712f19bcfc4102a59fa116bbc51767c
title: Visualize Your Data with Dashboards
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/dashboards_basics.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.dashboards_basics.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ddb147fd8da42035ece7f32260061a6df8073f221d3a1c335c2d07777f3ae923
description: Create a dashboard to show data from your report with a visual component, for example a pie chart.
products:
  - Salesforce Platform
  - Cross Cloud
release: "264"
---
# Visualize Your Data with Dashboards

Create a dashboard to show data from your report with a visual component, for example a pie chart.

### 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: both Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Essentials</strong>, <strong>Group</strong> (View Only), <strong>Professional</strong>, <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;">Available in: both Legacy Folder Sharing and Enhanced Folder Sharing</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="d40225e89">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d40225e89 ">To create dashboards:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d40225e89 ">
              <dl>

                <dt style="font-weight:bold;padding-top:.25rem;">Legacy Folder Sharing</dt>

                <dd style="padding-left:1.5rem;padding-bottom:.5rem;">Run Reports AND Manage Dashboards</dd>


                <dt style="font-weight:bold;padding-top:.25rem;">Enhanced Folder Sharing</dt>

                <dd style="padding-left:1.5rem;padding-bottom:.5rem;">Run Reports AND Create and Customize Dashboards</dd>

              </dl>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d40225e89 ">To edit and delete dashboards you created:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d40225e89 ">
              <dl>

                <dt style="font-weight:bold;padding-top:.25rem;">Legacy Folder Sharing</dt>

                <dd style="padding-left:1.5rem;padding-bottom:.5rem;">Run Reports AND Manage Dashboards</dd>


                <dt style="font-weight:bold;padding-top:.25rem;">Enhanced Folder Sharing</dt>

                <dd style="padding-left:1.5rem;padding-bottom:.5rem;">Run Reports AND Create and Customize Dashboards</dd>

              </dl>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d40225e89 ">To edit and delete dashboards you created in public folders:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d40225e89 ">
              <dl>

                <dt style="font-weight:bold;padding-top:.25rem;">Legacy Folder Sharing</dt>

                <dd style="padding-left:1.5rem;padding-bottom:.5rem;">Run Reports AND Manage Dashboards</dd>


                <dt style="font-weight:bold;padding-top:.25rem;">Enhanced Folder Sharing</dt>

                <dd style="padding-left:1.5rem;padding-bottom:.5rem;">Edit My Dashboards</dd>

              </dl>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d40225e89 ">To edit and delete dashboards you didn’t create in public folders:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d40225e89 ">
              <dl>

                <dt style="font-weight:bold;padding-top:.25rem;">Legacy Folder Sharing</dt>

                <dd style="padding-left:1.5rem;padding-bottom:.5rem;">Run Reports, Manage Dashboards AND View All Data</dd>


                <dt style="font-weight:bold;padding-top:.25rem;">Enhanced Folder Sharing</dt>

                <dd style="padding-left:1.5rem;padding-bottom:.5rem;">Manage Dashboards in Public Folders</dd>

              </dl>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d40225e89 ">To create, edit, and delete dynamic dashboards:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d40225e89 ">
              <dl>

                <dt style="font-weight:bold;padding-top:.25rem;">Legacy Folder Sharing</dt>

                <dd style="padding-left:1.5rem;padding-bottom:.5rem;">Manage Dynamic Dashboards</dd>


                <dt style="font-weight:bold;padding-top:.25rem;">Enhanced Folder Sharing</dt>

                <dd style="padding-left:1.5rem;padding-bottom:.5rem;">Manage Dynamic Dashboards</dd>

              </dl>
            </td>

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

Let’s say you have a report that shows Banking industry Accounts in California, Arizona, and Nevada with an annual revenue above $1,000,000.00. Now you want to visualize this report for your team with a pie chart. Here’s how you do that.

1. In Lightning Experience, click the Dashboards tab. Or, in Salesforce Classic, click the Reports tab.
2. Click **New Dashboard**.
3. In Lightning Experience, click **\+ Component**. Then, select a report, and display it as a donut chart. Or, in Salesforce Classic, click the pie chart icon in the Components tab and drag it to one of the columns in the layout. Then, click the **Data Sources** tab and expand the report list, find your report, and drag and drop it on the pie chart.
4. Add a title for your chart.
5. Click **Save**.