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How to Create a Dashboard

Goal

Visualize Analytics on a custom dashboard.  A dashboard is a visual display of key metrics and trends for records in your org.

After reading this article you will be able to:

  • Navigate to dashboards
  • Create a new dashboard

 

Attention: Dashboards are comprised of reports; before creating a dashboard read How to Create a Report and complete the Reports & Dashboards for Lightning Experience trailhead.

 

Step One: Navigate to Dashboards

  1. Click the App Launcher icon.

How to Create a Dashboard- app launcher.png

 

  1. Enter Dashboards in the quick find area.
  2. Click Dashboards.

How to Create a Dashboard- Dashboard navi.png

 

Step Two: Create a New Dashboard

  1. Click New Dashboard.

How to Create a Dashboard- New Dashboard.png

 

  1. Enter a <Name> in the Name field.
  2. Click Create.

4 How to Create a Dashboard- dashboard details.png

 

  1. Click the + Component button.

5 How to Create a Dashboard- add component btn.png

 

  1. Select desired report.
  2. Click Select.

6 How to Create a Dashboard- desired reports.png

 

  1. Customize the component.
  2. Click Add.

7 How to Create a Dashboard- customize report.png

 

  1. When the dashboard has all desired components added click Save.

8 How to Create a Dashboard- save btn.png