How to Build Actionable Salesforce Dashboards for Better Insights
Salesforce Dashboards help visualize data, offering insights that drive business decisions. Here’s a quick guide to building effective dashboards:
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Pick the Right Reports: Use reports that track key metrics like sales, leads, or customer satisfaction. Your dashboard is only as strong as the data it’s built on.
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Create a Dashboard: Go to the Dashboards tab, click New Dashboard, and name it based on its purpose (e.g., Sales Pipeline).
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Add Components: Use charts, tables, or metrics to display the data from your reports. Choose visuals that highlight trends or important KPIs.
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Use Filters: Add global filters so users can view the data by specific criteria, like region or time frame.
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Save and Share: Once complete, save the dashboard and share it with relevant teams for ongoing insights.