The Change Machine COACH App, in Salesforce, is where you collect all of your customer data; Demographic Information, Assets, Debts, Expenses, Income, etc.
You can create Dashboards that will allow you to visualize your data in an interactive way. This visually compelling feature of Salesforce lets you quickly access a visual snapshot of key metrics and useful performance indicators for your organization.
Dashboard data is sourced directly from Reports and are used as components that can be added to a dashboard. In a Dashboard, you can view your Report data as:
- Charts: Can be used to show data graphically.
- Bar Chart
- Column Chart
- Line Chart
- Pie Chart
- Donut Chart
- Funnel Chart
- Scatter Chart
- Gauges: Can be used to show a single value or a range of values.
- Metrics: Can be used to highlight key values.
- Tables: Can be used to show data in a column form.
| Chart | Gauge | Metric |
Table |
Create a New Dashboard:
- If not already done, create and save any reports that you want to include in your Dashboard.
- View our Reports article for information about creating a report.
- View our Reports article for information about creating a report.
- Click on the Dashboards tab to create a New Dashboard.
- Click on the New Dashboard button to create a brand new Dashboard. To view sample Dashboards that you can modify, click on All Dashboards to view all available Dashboards.
- Enter a Name, Description, and/or select a Folder to save this Dashboard to.
- New Reports and Dashboards automatically save to your Private Folder unless you move them to another Folder.
- New Reports and Dashboards automatically save to your Private Folder unless you move them to another Folder.
- Next you will be directed to the Dashboard editing page.
- Edit Dashboard Title: You can edit the title of your Dashboard by clicking on the pencil icon.
- Add a Component: Click + Component to add a Component to your Dashboard.
- Dashboard Settings: You can edit the Name, Description, Folder, View, and Size, and Theme/Colors of your Dashboard in the Settings.
- Save: Use this option to save any changes made to the current Dashboard.
- Save As: Use this option to save this Dashboard as a copy and change the name.
- Delete: Use this option to delete the current Dashboard.
- Done: After saving any changes, use Done to view your Dashboard
- Component Placement: This area is where your Components will be placed. You can resize your Components to make them larger or smaller on the Dashboard.
- After clicking + Component, choose the Report you want to use in your Dashboard component.
- Edit your Component Type to best graphically show the data in your Report.
- After clicking Add to add the Component to your Dashboard, you can resize, move around, and add more Components.
Just like with Reports, you can add Filters to your Dashboards to show results that fit within your filter criteria.
NOTE: To share your Dashboard(s) with other Users, view our Sharing Reports and Dashboards article to learn how to share your Dashboards and/or Dashboard folders.
To learn more about customizing Reports (and Dashboards) in Salesforce, click here to view a recommended training module created by Salesforce titled Reports & Dashboards for Lightning Experience (estimated 1 hour, 50 minutes). Below are the lessons within this module:
- Introduction to Reports and Dashboards in Lightning Experience (estimated 10 minutes):
- Phrase business needs as answerable reporting questions.
- Explain the difference between a report, dashboard, and report type.
- Create Reports with the Report Builder (estimated 25 minutes):
- Use the drag-and-drop report builder.
- Explain the value of using filters, cross filters, and filter logic.
- Create a tabular report.
- Format Reports (estimated 25 minutes):
- Describe report formats: tabular, summary, and matrix.
- Create a matrix report.
- Visualize Your Data with the Lightning Dashboard Builder (estimated 25 minutes):
- Explain the difference between report charts and dashboards.
- Create a dashboard and underlying report.