Seeing the Big Picture with

Dashboards

Objectives

By the end of this course, you will be able to:

Define a dashboard in Salesforce.

Create a dashboard.

Add a dashboard to your home page.

What is a Dashboard?

A dashboard is a:

Visual representation of key business information.

Salesforce object that allows you to pull business information directly from custom

reports that you or your company create.

Real-time snapshot of corporate metrics and key performance indicators.

Group of different charts that graphically display your custom report data.

What Makes Up a Dashboard?

Dashboards are made up of several components. Components can be charts,

tables, metrics, and gauges.

Chart

Graphically represents report data on multiple axes.

Derives its values and labels from the report builder.

Table

Lists the top or bottom records from a report.

Captures information on the top 10 performers, deals, or leader boards.

Metric

Metric is a single data value that comes from the grand total of a report and

Gauge.

Gauge

Gauge is a single data value displayed as a point on a defined spectrum.

The Chart Component

You can create following types of charts in a dashboard:

Horizontal Bar

Vertical Column

Line

Pie

Donut

Funnel

Scatter

Creating a Dashboard

Create a Dashboard(Here is where you can do a demonstration.)

Refreshing Dashboards

You can always manually refresh dashboards.

Your administrator can schedule dashboard refreshes, and email you the results.

Adding a Dashboard to

Home Page(Here is where you can do a hands-on exercise.)

Summary

In this course, you learned that:

A dashboard is simply a visual representation of key business information.

A dashboard is composed of different components, such as charts, tables,

and metrics, to graphically display your custom report data.

When you create a chart dashboard, you can display the data in horizontal

form, vertical column form, line form, or pie form.

Dashboards need to be refreshed to display the latest values.

You can add a new dashboard to your home page by using the

Customize Page link in the Dashboard section.

Knowledge Check 1 of 6

Dashboards are created from what kind of reports?

a. Standard

b. Custom

c. Standard Opportunity

d. Standard Account

Knowledge Check 2 of 6

How many components can you put into any one dashboard?

a. 5

b. 10

c. 15

d. 20

Knowledge Check 3 of 6

In making a component, what choices do you have for type?

(Select all that apply.)

a. Chart

b. Table

c. Pie

d. Metric

e. Gauge

Knowledge Check 4 of 6

If you have a dashboard on your home page, that dashboard automatically

refreshes every time you open Salesforce.

a. True

b. False

Knowledge Check 5 of 6

If you select the Chart component, you can choose between which of the

following chart types? (Select all that apply.)

a. Horizontal Bar

b. Chronological Timeline

c. Vertical Column

d. Line

e. Pie

Knowledge Check 6 of 6

Arrange the steps in the correct order to add a dashboard named "My

Opportunity Dashboard" to your home page.

a. Click the Dashboard Snapshot picklist.

b. Select My Opportunity Dashboard.

c. Click Save.

d. Click the Customize Page link.