how to add dashboard to homepage in salesforce

How to Add Dashboard to Homepage in Salesforce

Integrating a dashboard into the homepage in Salesforce enhances the visibility of critical metrics and data, streamlining the user's workflow and decision-making process. This guide will navigate through the steps and considerations necessary to add a dashboard to the homepage in Salesforce, with a focus on Salesforce Lightning, and provide a foundational understanding of dashboard management within this platform.

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Salesforce Add Dashboard to Home Page

To add a dashboard to the homepage in Salesforce, the process begins with the creation of a dashboard if one does not already exist. This involves selecting the Dashboards tab, creating a new dashboard, and adding the desired components, such as charts or tables, from specific reports.

1. Click the Dashboards tab.
2. Click New Dashboard.
3. Name your dashboard and click Create.
4. Click +Widget to add components. Select Chart or Table as the component type.
5. Choose the report for the dashboard component and select the display format, e.g., Vertical Bar Chart.
6. Click Add to include the component in your dashboard.
7. Save and finalize the dashboard by clicking Done.

After the dashboard is created, it can be added to the homepage depending on the Salesforce interface in use.

Add Dashboard to Homepage Salesforce Lightning

In Salesforce Lightning, adding a dashboard to the homepage involves customizing the homepage layout. This can be achieved through the Lightning Experience customization options, where users can edit the homepage layout and add a dashboard component directly to the page.

1. Navigate to Setup and select Home under the User Interface section.
2. Choose Edit Page to enter the Lightning App Builder.
3. From the components list, drag the Dashboard component to the desired location on the homepage layout.
4. Select the dashboard you created from the dropdown menu within the Dashboard component properties.
5. Save the layout and return to the homepage to view the added dashboard.

This method allows for immediate access to key metrics directly from the homepage, enhancing efficiency and data accessibility for users.

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Salesforce Dashboard Tutorial

For users seeking comprehensive guidance on dashboard creation and management in Salesforce, Salesforce offers tutorials and training modules, such as the Trailhead project on Lightning Experience Reports & Dashboards. These resources provide step-by-step instructions on creating, customizing, and deploying dashboards, along with best practices for dashboard design and usage.

Engaging with these tutorials can significantly improve the user's ability to leverage dashboards effectively, providing insights into sales, marketing, and other operational metrics critical for business success.