Salesforce

Salesforce is an enterprise CRM for sales, marketing, and customer success teams.

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salesforce.com

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CRM

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How to add a dashboard to the homepage in Salesforce

Here is how to add a dashboard to the homepage in salesforce

First click on the gear icon in the top navigation bar to access settings
Then click on "Setup" in the dropdown menu
Next click on "User Interface" in the left sidebar menu
Select "Lightning App Builder" from the expanded menu items
Click the "New" button in the Lightning Pages section
Select "Home Page" from the available page types
Click "Next" to proceed with page creation
Enter the desired name in the Label field
Click "Next" to continue
Select a template for your home page
Click "Done" to confirm the template selection
Drag and drop components like lists, charts, and reports to build your layout
Click the "Save" button in the top right corner
Finally, click "Activate" in the confirmation dialog to make the page available to users

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Why should you add a dashboard to the homepage in Salesforce

Salesforce is a powerful customer relationship management platform that streamlines sales and service processes.

Adding a dashboard to the homepage in Salesforce provides immediate access to critical data insights, allowing users to make informed decisions more efficiently.

This feature enhances productivity by presenting visualized data at a glance, supporting quick analysis and strategic planning.

Incorporating dashboards directly on the homepage ensures that key performance indicators are always within view, fostering a data-driven culture.

Last update

February 24, 2026

Tutorials