Step-by-Step Guide – How to Create Dashboards in Salesforce for Sales Success




Welcome to our guide on how to create dashboards in Salesforce! Dashboards are essential tools for sales success in the Salesforce platform. They provide a visual representation of your sales data, allowing you to monitor key metrics and make informed decisions. In this blog post, we will walk you through the process of creating effective dashboards in Salesforce, from getting started to best practices. Let’s dive in!

Getting Started with Salesforce Dashboards

To create dashboards in Salesforce, you first need to log into your Salesforce account. Once logged in, you can access the Dashboards tab, where you’ll be able to create and manage your dashboards. On the Dashboards tab, you’ll find various components that make up a dashboard, including reports, charts, and tables.

Reports serve as the data sources for your dashboards. They allow you to gather the necessary data and present it visually. Salesforce provides pre-built reports for common sales metrics, but you can also create custom reports to suit your specific needs.

Charts and tables are the visualizations that represent your data on the dashboard. They help you understand trends, identify patterns, and analyze your sales performance. You can choose from a variety of chart types, including bar, line, pie, and funnel charts, depending on the insights you want to gain.

Designing Effective Dashboards

In order to create effective dashboards, it’s crucial to define your goals and objectives. What insights do you want to gain from your dashboard? Are you aiming to track specific key performance indicators (KPIs)? Once you have a clear understanding of your objectives, you can identify the key metrics that will help you achieve them.

When choosing components and visualizations for your dashboard, it’s important to select those that are relevant to your goals and metrics. Avoid cluttering your dashboard with unnecessary information. Keep it focused and easy to read for quick decision-making.

Organizing components on the dashboard layout is essential for clarity and accessibility. Salesforce offers drag-and-drop functionality, allowing you to arrange your reports, charts, and tables exactly the way you want. Additionally, you can configure component sizes to highlight the most important information.

Don’t forget about customization options! Salesforce allows you to customize dashboard colors and themes to match your branding or preferences. This can further enhance the visual appeal and overall user experience of your dashboard.

Creating Dashboards from Existing Reports

If you already have reports created in Salesforce, you can easily turn them into dashboards. Start by selecting the appropriate report that contains the data you want to visualize. Then, add any necessary filters and criteria to refine the data set. Summarize and group the report data to obtain meaningful insights.

Once you have the report ready, you can add charts and tables to the dashboard. Choose the visualizations that best represent your data and help you understand the trends and patterns. By adding these components, you’ll transform your report data into a visually appealing and easy-to-understand dashboard.

Creating Dashboards with Custom Data Sources

In addition to using reports as data sources, Salesforce allows you to import external data and create custom objects and fields. This opens up a whole new realm of possibilities for creating dashboards with custom data sources.

To import external data into Salesforce, you can utilize various integration options, such as the Salesforce Data Import Wizard or third-party tools. Once the data is in Salesforce, you can create custom objects and fields to store and organize it.

With custom objects and fields in place, you can build custom reports that pull data from these sources. By creating custom reports, you can tailor the data analysis and visualization to suit your unique business needs. And of course, you can add these custom reports to your dashboards to monitor the performance of your custom data sources.

Sharing and Collaborating on Dashboards

Now that you have created your dashboard, it’s time to share it with others and collaborate on the insights gained. Salesforce provides robust access and permission settings that allow you to control who can view and edit your dashboards.

You can share your dashboards with specific users or groups within your Salesforce organization. This ensures that the right people have access to the information they need to make data-driven decisions. Collaborating with colleagues on dashboard insights can lead to valuable discussions and the discovery of new opportunities.

Furthermore, Salesforce offers a subscription feature that allows you to receive dashboard updates and notifications. By subscribing to your dashboards, you can stay informed about any changes or updates, even if you’re not actively monitoring them.

Monitoring and Analyzing Dashboard Performance

Once your dashboards are up and running, it’s important to regularly monitor and analyze their performance. By tracking key metrics and KPIs, you can gain insights into the effectiveness of your sales strategies and identify areas for improvement.

Salesforce dashboards provide historical data, which means you can analyze trends and patterns over time. This historical perspective helps you identify seasonality, spot outliers, and make more accurate sales forecasts.

Filters and drill-down functionality in dashboards allow you to dive deeper into your data. By applying filters and exploring specific segments, you can gain a more granular understanding of your sales performance.

If further analysis is required, Salesforce allows you to export dashboard data to various formats, such as CSV or Excel. This enables you to conduct in-depth analysis using other tools or share the data with colleagues who may not have direct access to Salesforce.

Best Practices for Salesforce Dashboard Success

To ensure your Salesforce dashboards deliver the desired results, it’s important to follow some best practices:

Keep your dashboards simple and focused. Avoid cluttering them with irrelevant information that can distract from the key insights you want to gain.

Regularly review and update your dashboards to reflect any changes in your sales strategies or metrics. By keeping them up to date, you’ll ensure they remain a valuable tool for decision-making.

Obtain user feedback and make improvements based on their input. Your colleagues and team members may have valuable suggestions for enhancing the usability and effectiveness of your dashboards.

Leverage Salesforce Trailhead, a free online learning platform, to expand your knowledge of Salesforce dashboards and optimize your usage. Trailhead offers guided learning paths and interactive modules to help you master Salesforce features and concepts.


In conclusion, Salesforce dashboards are powerful tools that enable you to gain insights into your sales performance and make data-driven decisions. By following the steps outlined in this guide, you can create effective dashboards that align with your goals and metrics.

Remember to start by defining your objectives, identifying key metrics, and selecting relevant components and visualizations. Design your dashboard layout in an organized and visually appealing manner, and don’t forget to customize colors and themes to enhance the user experience.

Whether you’re creating dashboards from existing reports or utilizing custom data sources, Salesforce provides the flexibility and functionality to meet your needs. Share and collaborate on dashboards to foster a data-driven culture within your organization, and regularly monitor and analyze dashboard performance to drive continuous improvement.

By following best practices and leveraging resources like Salesforce Trailhead, you can maximize the value of your Salesforce dashboards and drive sales success. Start creating your dashboards today and unlock the potential of your sales data!


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