How Do I Change The View In Salesforce Dashboard?
How do I edit my dashboard? Open solution explorer, and then select Components > Dashboards. Open (double-click) a dashboard, select one of the component areas, and then select Edit Component. In the Set Properties dialog box, make your changes.
Who can edit a dashboard in Salesforce? Users can edit some dashboard details and save the changes as the current running user of the dashboard. They will be restricted to which details they can modify if they are not the running user of the dashboard. To ensure complete access, the profile permission View All Data must also be granted.
How do I make the dashboard visible in Salesforce? From the list page, you can:
Select a folder to view a list of dashboards stored in that folder.
Click a dashboard name to display the dashboard.
Click Edit next to a dashboard name to modify dashboard properties.
Click Del next to a dashboard to remove the dashboard from the folder.
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How Do I Change The View In Salesforce Dashboard? – Related Questions
What is a dynamic dashboard in Salesforce?
A Dynamic Dashboard enables multiple users to access a dashboard that was previously accessed only by a single static user. This means that the dynamic dashboard can be used by a specific user alongside a logged-in user, and display data specific to both users accordingly.
How do I use dashboard in Salesforce?
Create a Dashboard
Click the Dashboards tab.
Click New Dashboard button.
Name the dashboard as Construction and click on Create.
Click the +Component button on the top of the page and select the Supplies report.
Select the Vertical Bar Chart component and click Add.
Click the Save button and then Done.
What is a CRM dashboard?
A CRM dashboard gives your employees a snapshot of the metrics that matter most. A CRM dashboard provides a broad overview of sales activity and KPIs. A CRM dashboard typically includes new leads and deals, sales pipelines, KPIs, and recent and upcoming activities.
How do I edit the dashboard in Salesforce Classic?
Change a Dashboard’s Properties
Click the Dashboard Properties button.
Edit the dashboard title and/or folder. Make the desired changes to your dashboard.
Click OK to close the Dashboard Properties dialog box.
How do I change the dashboard name in Salesforce?
On the Reports or Dashboards page, find the report or dashboard you want to rename and select the Rename row level action. ( If you have customized columns on the page, you might have to scroll to the right to see the row-level action arrow .)
Enter the new name.
Click Save.
What are the dashboard components in Salesforce?
There are 5 types of components in Salesforce Dashboard :
Charts: Used for showing comparisons.
Table: Tables are used for showing lists.
Gauge. Gauge is used to show progress towards a goal.
Metric.
Visualforce.
Folders:
Running User:
Which are valid dashboard components?
Various Dashboard Components are:
Chart: Use a chart when you want to show data graphically.
Gauge: Use a gauge when you have a single value that you want to show within a range of custom values.
Metric: Use a metric when you have one key value to display.
Table: Use a table to show a set of report data in column form.
How do I view data on my dashboard?
Analyzing data in a visualization for dashboards created using Flash
Density Map visualization: You can display your data as areas on a map.
Graph visualization: You can display the data in a graphical format and examine your data using a variety of different graph types, such as area graphs, line graphs, or pie charts.
How do I find my Salesforce dashboard?
From the Dashboards tab, create a new dashboard or edit an existing one. Click View dashboard as drop-down button next to the View dashboard as field. Select Run as logged-in user.
How do I make my Salesforce dashboard visible to all users?
Setup > Manage Users > Profiles > [select profile of interest] > System Permissions> [confirm the following are checked]: 1) Create and Customize Dashboards; 2) Create and Customize Reports; 3) Edit My Dashboard; 4) Edit My Reports; 5) Run Reports and Dashboards; 6) View Reports in Public Folders; 7) View Dashboards in
What are the limitations of a dynamic dashboard What is a dynamic dashboard?
If you need additional dynamic dashboards, you can reach your account executive to purchase them. You can’t save a dynamic dashboard to a personal folder. The dynamic dashboard must be stored in a folder with shared access. You cannot schedule a dynamic dashboard; dashboards have to be refreshed manually.
How many reports can be in a Salesforce dashboard?
5 reports
Currently, Users can subscribe to a maximum of 5 reports or dashboards and be notified whenever set conditions are met. This maximum limit is currently hard-coded and cannot be increased. Note: The limit of 5 subscribed reports is independent for Salesforce Classic and Lightning Experience.
What is difference between report and dashboard in Salesforce?
A dashboard is a visual display of key metrics and trends for records in your org. The relationship between a dashboard component and report is 1:1; for each dashboard component, there is a single underlying report. Like reports, dashboards are stored in folders, which control who has access.
What are the different types of dashboards?
Types of dashboards (and how to choose the right one for you)
Operational dashboards tell you what is happening now.
Strategic dashboards track key performance indicators.
Analytical dashboards process data to identify trends.
How do I use dashboard chart?
Charts in Dashboards
To create a chart widget: On the right rail, click the + button.
Select Your Chart Type. Now that you’ve chosen the data you want to chart,you can select a chart to visually represent your data.
Chart Types. Smartsheet offers the following chart types:
Column Types.
What should be on a sales dashboard?
With that in mind, the perfect sales dashboard should have some combination of the following 12 metrics.
Leads by source. Gain an understanding of where your customers are coming from.
Open activities (calls, demos, visits)
Open cases.
Open opportunities.
Opportunities past due.
Closed opportunities.
Sales cycle.
Pipeline.
How do I create a CRM report?
Reports can also help you track campaign performance and measure ROI — which is harder than you think. This post will show you how to make a CRM report in only 3 steps.
Step 1: Weed out inaccurate customer info with an audit.
Step 2: Choose the types of CRM reports you need.
Step 3: Choose CRM metrics to measure.
