App Tutorial

Add Report to Salesforce Dashboard: Easy Steps

TL;DR

Adding a report to a Salesforce dashboard involves creating a report with a chart and integrating it into a dashboard through a series of steps. This process enhances data visualization and management.

Mastering this skill allows for dynamic data representation, offering a comprehensive overview at a glance.

Streamline your Salesforce management by automating tasks like creating opportunities or accounts with Bardeen.

How to Add a Report to a Dashboard in Salesforce

Understanding how to add a report to a dashboard in Salesforce is crucial for effectively visualizing and managing your data. This process involves several key steps, starting from creating a report, adding a chart to it, and finally integrating it into a dashboard. Let's dive into the details.

Leverage automation to streamline your Salesforce tasks. Discover how Bardeen can help.

Report Dashboard Salesforce

The integration of reports into dashboards in Salesforce allows for a more dynamic and visual representation of data. Dashboards provide a platform where data from various reports can be displayed through different components like charts, gauges, tables, and metrics, offering a comprehensive overview at a glance.

Automate your Salesforce management with Bardeen. Explore our Salesforce integration and automation guide.

Create Dashboard Salesforce

Creating a dashboard in Salesforce is a foundational step before adding reports to it. To create a dashboard, follow these steps:

  1. Click on the Dashboards tab.
  2. Select New Dashboard.
  3. Name your dashboard and provide a description if necessary.
  4. Click Create.

After creating the dashboard, you can start adding components, which can be charts or tables from your reports, to visualize the data.

Salesforce Create Report

Before a report can be added to a dashboard, it must first be created and configured with the necessary data. Here's how to create a report in Salesforce:

  1. Navigate to the Reports tab and click New Report.
  2. Select the report type that matches the data you want to report on, then click Start Report.
  3. Customize your report by adding filters, groupings, and selecting the fields to display.
  4. Click Save & Run to view your report. Provide a name, optional description, and choose a folder to save it in.

Once the report is created, you may also add a chart to it for better visualization:

  1. From your report, click Add Chart.
  2. Select your preferred chart type and configure the chart properties.
  3. Save your report again.

With your report and its chart ready, you can proceed to add it to a dashboard.

Adding the Report to the Dashboard

To add your report to a dashboard in Salesforce, follow these steps:

  1. Go to the Dashboards tab and open the dashboard you created.
  2. Click +Widget to add a new component to the dashboard.
  3. Select Chart or Table as the component type.
  4. Search for and select the report you created earlier, then click Select.
  5. Choose how you want to display the report data (e.g., as a gauge, vertical bar chart, etc.) and click Add.
  6. Arrange the component on your dashboard as desired.
  7. Click Save and then Done.

By following these steps, you can effectively add a report to a dashboard in Salesforce, enhancing your ability to monitor and analyze your data visually.

Get started with automating your Salesforce by downloading the Bardeen app and explore more on automating Salesforce by integrating with other apps.

Automate Your Salesforce Workflow with Bardeen

While the manual steps for adding a report to a dashboard in Salesforce are straightforward, leveraging the power of automation can significantly streamline your Salesforce management tasks. Using Bardeen, you can automate various Salesforce operations, enhancing efficiency and allowing your team to focus on more strategic activities.

Here are a few examples of how you can automate Salesforce-related tasks with Bardeen:

  1. Create a new Salesforce opportunity: This playbook automates the creation of new sales opportunities within Salesforce, making it easier to manage and track the sales pipeline.
  2. Create a Salesforce account from a Crunchbase organization: Enhance your sales prospecting by automatically creating Salesforce accounts with information scraped from Crunchbase profiles.
  3. Save a Salesforce account to HubSpot as new company: This playbook enables seamless integration between Salesforce and HubSpot by copying Salesforce account details into HubSpot as a new company record.

Automating these tasks can save valuable time and ensure that your Salesforce CRM is always up-to-date with the latest information. Start automating by downloading the Bardeen app.

related automations
No items found.
author
Jason Gong
Apps used
Salesforce
LAST UPDATED
May 23, 2024
People also liked

Other answers for Salesforce

What is Sales Automation: Optimize Your Process in 2024

Explore how sales automation can optimize your sales process, enhance efficiency, and scale your business operations in 2024.

Read more
Build a Sales Prospect List: Step-by-Step 2024

Learn to build a sales prospect list with effective data gathering, analysis, and engagement strategies to boost your sales in 2024.

Read more
Customer Segmentation: Key Strategies & Benefits 2024

Explore effective customer segmentation strategies and their benefits to enhance business efficiency and customer engagement in 2024.

Read more
Import Leads into Salesforce Lightning: A Step-by-Step Guide

Learn to import leads into Salesforce Lightning using the Data Import Wizard for CSV and Excel files, ensuring your CRM is up-to-date efficiently.

Read more
Add Contacts to Salesforce Campaign: A Step-by-Step Guide

Learn how to add contacts to a Salesforce campaign using direct addition, reports, or mass addition tools for efficient outreach and campaign management.

Read more
Convert Text to Number in Salesforce Formulas: A Guide

Learn how to convert text to numbers and vice versa in Salesforce formulas using VALUE and TEXT functions, ensuring data integrity and compatibility.

Read more
how does bardeen work?

Your proactive teammate — doing the busywork to save you time

Integrate your apps and websites

Use data and events in one app to automate another. Bardeen supports an increasing library of powerful integrations.

Perform tasks & actions

Bardeen completes tasks in apps and websites you use for work, so you don't have to - filling forms, sending messages, or even crafting detailed reports.

Combine it all to create workflows

Workflows are a series of actions triggered by you or a change in a connected app. They automate repetitive tasks you normally perform manually - saving you time.

get bardeen

Don't just connect your apps, automate them.

200,000+ users and counting use Bardeen to eliminate repetitive tasks

Effortless setup
AI powered workflows
Free to use
Reading time
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
By clicking “Accept”, you agree to the storing of cookies. View our Privacy Policy for more information.