Salesforce
Salesforce is an enterprise CRM for sales, marketing, and customer success teams.
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How to create a dashboard in Salesforce

Here is how to create a dashboard in salesforce

  1. First click on the "Dashboards" tab in the top navigation menu
  2. Then click on the "New Dashboard" button in the dashboard list view
  3. Provide a dashboard name that clearly describes its purpose and click "Create"
  4. Click the "Widget" button in the dashboard toolbar to add a new widget
  5. Select "Chart or Table" from the widget type options
  6. Select a report that contains the data you want to visualize
  7. Click the "Select" button to confirm the report selection
  8. Customize the component by adjusting chart types, titles, labels, etc
  9. Click the "Add" button to add the widget to the dashboard
  10. Click the "Save" button in the dashboard toolbar to save your changes
  11. Finally click "Done" to exit the editing mode

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Why should you create a dashboard in Salesforce

Salesforce is a powerful platform designed to elevate your business operations by streamlining customer relationship management.

Creating a dashboard in Salesforce allows users to visually organize and monitor their data, bringing insights to the forefront for efficient decision-making. This feature includes customizable views that enable businesses to keep track of key performance indicators in real-time.

Dashboards not only enhance data accessibility, but also empower teams to align goals and strategies effectively. By utilizing Salesforce dashboards, teams can maintain a competitive edge through insightful analytics and foster a more agile business environment.

Last update
February 24, 2026
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