Dashboards in Salesforce
Dashboards in Salesforce are graphical representations of reports. Visualize the data in your report as components. These components provide an at-a-glance overview of your organization's key analytics and performance.
There are five types of components in Salesforce dashboards.
- Used to show comparisons.
- Column chart
- Horizontal bar chart
- Cake chart
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Used to display the list. For example, Top 5 or Worst 5 probabilities.
Gauges are used to show progress towards a goal.
Metrics are used to calculate a single number. Grand total for reports with a specific label.
Used to display a Visualforce page or component as a dashboard. It is also used to retrieve data from other sources.
The dashboard shows data since the report was last run. Each dashboard can have up to 20 components. Access to the dashboard is determined by two factors:
- Folder: Dashboard visibility depends on the folder in which the dashboard is saved. Only users with access to the folder can run the dashboard.
- Running User: Information on the dashboard is based on the current user's security and sharing settings. For the latest user or current user, you can set:
- Run as specified user: Displays information in the control panel according to the specified user's security and sharing settings. All users with access to the dashboard can see the same information.
- Run as logged in user: Display data in the toolbar according to the current user's security and sharing settings, making the dashboard dynamic.
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Dashboard data is based on report data, but when a user views a drilldown report in a dashboard component, the data displayed in the drilldown report is determined by the user's access rights. As a result, information in reports may not match information in related dashboards. A dashboard can update itself. Depending on your needs, you can schedule it for daily, weekly, or monthly time points.
All users can view data to which they have access. These dashboards let you control data access without creating separate dashboards.